SetBuilder Template

It would be very helpful if a SetBuilder template could be added to a workspace when a new client/matter is opened. I know we can clone a Set to another workspace, but again, it would save a lot of time if certain sets could be added to a workspace template.

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  • Hey John,

     

    This is on the roadmap to be worked on this year!

     

    Thanks,

     

    Fred Levesque

    Product Manager

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