Overview
If your firm has standard, repeatable case data, Case Templates lets you save that data once and reuse it, instead of re-entering it on every new case.
You can save multiple templates for different scenarios. For example, a Chapter 7 template and a Chapter 13 template, a single vs. joint filer template, or separate templates for different districts.
Creating and Managing Templates
Go to My Account Settings > Firm Defaults. You'll find Case Templates listed below Firm Area of Law.
Click + New Template to build a new template from scratch.
Once you've saved one or more templates, they're listed with their Template Name, Case Type (Personal/Business), Chapter Number, and District.
Each template has row actions: Edit, Duplicate, and Delete.
Edit opens the template in the template editor.
Duplicate creates a copy — handy if you want nearly identical templates with one field changed, like district.
Delete permanently removes the template (you'll be asked to confirm). Deleting a template has no effect on any cases already created from it.
Case Templates management is tied to your firm's admin permissions and isn't available to every user on the account.
Using a Template When Creating a New Case
When you click New Case, you'll see a Template dropdown (this only appears if you have at least one saved template).
The dropdown lists your templates by Template Name and Chapter/Case Type, and only shows templates matching the case type you're creating.
Selecting a template automatically fills in the new case's Chapter and District.
It also pre-fills the new case with all the data saved in that template, across every section — expenses, creditors, attorneys fees, tasks, checklists, exemption rule sets, and more.
Applying a template is a one-time copy, not a live link:
Editing or filing the new case has no effect on the original template.
Later changes to the template have no effect on cases already created from it.
You can still edit or remove any pre-filled data on the new case before filing. The template only sets defaults, it doesn't lock any fields on the new case.