Clone a matter

Create the matter on the

Clone matter

screen

Select Cloning options. Mark the following checkboxes as necessary to select what to copy:
All matter participants
All other matter firms and fee arrangements
Enter the following for the matter summary:
Short matter name
Matter ID
note
This ID must be changed to complete the clone.
Enter the matter creation date and matter start date.
Verify firm information. Nothing can be changed in this section during the cloning.
Enter a full matter name, if applicable.
Enter a matter description.
Select the
Substantive law
from the dropdown.
In the Organization information section, select the
Org unit
and
Practice group
from the dropdowns.
In the Spend and Budget section select the
Matter currency
from the dropdown.
Review and verify the spending, budget, fees, and expenses.
Select
Create matter
when you're done.
If there is duplicate information from the original matter, you'll get an error on the
Clone Matter
screen. Correct the issues then select
Create matter
again.
When the matter has been successfully cloned, you'll get an alert on the
My records
screen.