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automation
automation

Hi Ben, Thanks for the question!  At this stage there is no way to actually do this. I have taken your feedback and created a feature request ticket that I have passed directly on to the product team.

Emma ErlachSmokeball Team
Head of Product for Smokeball Australia

Hi @Amber Kidman7 ! Thanks for the question. Yes, the only way to duplicate a file when acting for both parties is to select File > Duplicate Matter. The data needs to be stripped out and re-entered on the layouts, otherwise we end up with data corruption issues... which is a bad time!

Our Development Teams will be looking at better catering to the conversion of data from one layout to another in the future (e.g. from Property Details in a Sale to Property Details in a Purchase), as this will be something we want to work well for the... (More)

Emma ErlachSmokeball Team
Head of Product for Smokeball Australia

You will need to enter the Clients on separate contact cards for Estate Planning matters. You can fix this up by first opening your matter, clicking on Client to open up the advanced view. You should then select to 'remove' one of the Clients from this card. Click OK. You can now re-add the second Client by right-clicking on the first one and selecting 'Add another Client'. Keeping your contacts separate like this will ensure that your automation works correctly in precedents.