Matter structures
Prepare reusable matter blueprints with the folders, workstreams, key dates and document references your process needs.
Templates
Start repeatable work from a structure your firm already knows. Save matter plans, workstream columns and starter tasks, or generate a document from a reusable template.
Sample workspacelawaos.com
Search workspaceOkafor & Byrne
Independent workstreams
Launch a workstream with saved columns and starter tasks, either on its own or within an existing matter.
Document starting points
Generate a new draft from template content and supplied values, leaving the original template available for future work.
In daily practice
- 01
Choose the template
Select a matter, workstream or document template suited to the instruction you are handling.
- 02
Supply the details
Name the new work and provide the client, matter or document values relevant to that template.
- 03
Review what was created
Check the new records, dates and draft text, and resolve any skipped items before starting work.
Before you begin
No. Launching or generating from a template creates new records. Later template changes do not automatically rewrite the work already created from it.
No. A template is a starting point. The responsible lawyer reviews the facts, wording, dates and applicable requirements before relying on or sending the document.
Keep the context