If you want your document template to automatically add related contacts such as a spouse, judge, and/or witness, Lawcus, by default, provides users with merge fields that can help achieve that.
This is useful if, for example, you want the opposing spouse’s name to be automatically included when creating a document regarding a divorce or child custody matter.
Note: Ensure you have digested our fundamental help article on document template creation before continuing.
Steps to add related contacts in the document template
Click on the
Avatar Iconand selectSettings.Go to the
Firm Settingssection and clickDocument Templates. You can also access this page by clicking theAutomation Tabdirectly on the left.Navigate and click on
Merge Fields.
Type
Relationin theFilter Field.
Copyyour desired merge fields andPastethem into the appropriate places in the existing document.
Note: This is an example of adding relations to a sample document. The judge's name has been added by copying the respective merge field: Matter.Relationships.Judge.Name.
It is also to be noted that you need to add the relation's name when creating or updating the matter. Otherwise, the automation will not fetch the data.