Carefully and meticulously entering case data every time you file can be a real drain on time. It’s necessary to avoid a rejected a filing, though, right?
What if you could make that effort just the once, save those case details, and then pull up a template filing with all of the fields pre-populated with your case data? With One Legal you can do just that. All it takes is the click of a button.
Benefits of creating case templates
Creating a case template at the time of your initial filing saves you time later on (by reducing data entry requirements) and helps to ensure accuracy by minimizing the risk of a typo or oversight.
More than this, though, creating a template to use for subsequent filings will eliminate the need to continually look up the date first appearance fees were paid, and boost your popularity with the accounting team by ensuring that all necessary details are included every time for them to successfully bill back filing expenses to the client.
So, how do you quickly create a filing template in One Legal?
How to quickly create a filing template
Place your case initiation filing as usual, taking care to enter all information accurately and completely (with templates this is the only time you’ll need to do this, so take care!). Once your order is placed click on “save as template” in the bottom left-hand corner.
Once clicked, the button will turn green and change to read “template saved” — it’s as simple as that. Your case is now saved as a template on your account for subsequent filings.
To retrieve your template, simply click on “templates” in the navigation ribbon at the top of the screen and select the required template for your case from your list of saved templates.
Beginning your subsequent filing from a template means that the jurisdiction, state, court, court location, plaintiff, defendant, billing code, case name, representing, case type, and date on which first appearance fees were paid are now all saved and pre-populated!
Need further help? Remember that our customer support team are available by phone (1-800-938-8815) or email (firstname.lastname@example.org) between 8.15 am and 5.30 pm (PT), Monday through Friday.