> ## Documentation Index
> Fetch the complete documentation index at: https://help.casaconect.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Matter templates

> Give each kind of matter a consistent structure. Use the built-in templates, or write your own and share them with the organization.

A **matter template** describes what a good file looks like for one kind of work. It has two parts:

* **Matter context**: an overview for the agent of this kind of matter and what a good outcome looks like.
* **Sections**: the headings the description should have. Each section has a title, instructions for the agent, and a kind, either **Notes** or **Checklist**.

Templates shape the matter's description. They do not contain documents, and they do not start any work by themselves.

## Built-in templates

Casa Conect ships nine templates in three categories. They are read-only, so everyone starts from the same baseline.

| Category     | Templates                                                                                                   |
| :----------- | :---------------------------------------------------------------------------------------------------------- |
| **Notary**   | Will · Power of attorney · Property purchase deed · Company incorporation · Inheritance / estate acceptance |
| **Property** | Rental agreement · Property sale mandate                                                                    |
| **General**  | Client request intake · Document review                                                                     |

To adapt one, choose **Duplicate to my templates**. The copy is yours to edit, and it starts as private.

## Create your own

<Steps>
  <Step title="Open the template manager">
    From a matter, open **Templates → All templates…**, then choose **New template**.
  </Step>

  <Step title="Describe the matter">
    Give the template a name and an icon. In **Matter context**, explain what this kind of matter involves and what a good outcome looks like. Write it as you would brief a new colleague.
  </Step>

  <Step title="Add sections">
    Choose **Add section** for each heading. Give it a title, pick **Notes** or **Checklist**, and write instructions that say what belongs there. Reorder or remove sections as the template takes shape.
  </Step>
</Steps>

### Who can see and edit a template

| Visibility                         | Who sees it                  | Who can edit or delete it                          |
| :--------------------------------- | :--------------------------- | :------------------------------------------------- |
| **Private** (under *My templates*) | Only you                     | You                                                |
| **Organization**                   | Everyone in the organization | The person who created it, and organization admins |
| **Casa Conect** (built-in)         | Everyone                     | Nobody. Shown as **View only**.                    |

Only an organization admin can share a template with the organization.

## Apply a template

Choose **Apply template** on a matter and confirm. The confirmation reminds you that *"The description is rewritten into the template's sections."*

Applying a template runs in the background, so you can keep working. The agent reads the current description, the template and your organization's matter-planning skill, then rewrites the description into the template's sections. It keeps what you had written and places it where it belongs.

While it runs you see *"Applying…"* on the matter. Only one template can be applied to a matter at a time.

<AccordionGroup>
  <Accordion title="The description was edited while the template was being applied">
    Someone changed the description during the run. To avoid overwriting their work, nothing was written. Apply the template again.
  </Accordion>

  <Accordion title="Applying the template took too long">
    The run has a time limit. Very long descriptions can exceed it. Choose **Retry**. If it fails again, shorten the description or [contact support](/get-started/get-help).
  </Accordion>

  <Accordion title="Can I apply a template twice?">
    Yes. **Apply again** restructures the current description, which is useful after a lot of free-form notes have accumulated.
  </Accordion>
</AccordionGroup>

You can also ask for this in conversation: the **Apply template** quick action in the matter's composer does the same thing.

<Tip>
  Write section instructions as outcomes, not labels. "List every party with their NIE and role in the transaction" produces a better section than "Parties".
</Tip>