Creating documents can be time-consuming, especially if you have to fill out the same information repeatedly. Document automation can help you streamline this process by creating custom-built document templates that auto-populate where necessary and remove manual data entry stress.
Just make sure, you have the final versions of such templates to feed into the system.
Steps to create a document template
Open the legal document you want to use as the template in your word processing software.
Click the
User Avatarand tapSettings. Go to theFirm Settingssection and clickDocument Templates. Alternatively, click onAutomationon the left and selectDocument Templates.Navigate to
Merge Fields, andCopythe merge fields you need andPastethem on your legal document in the respective place. Note that you can also use keywords to filter and find specific merge fields more easily.
Once you're done,
Savethe document.Navigate back to the
Document Templateinterface, and click+ Add Documentto upload the saved document template.
In addition to saving time, using document templates can also help ensure accuracy and consistency in your paperwork, reducing the risk of errors and omissions. Plus, with Lawcus, you can manage your templates in one central location, making it easy to access them whenever you need to create new documents.
FAQ Section
FAQ1: Can I add more merge fields for document templates other than the available ones?
Answer: Currently, we do not have the features to add more merge fields. Alternatively, you can use custom fields or related contact merge fields.
FAQ2: What file types are supported for document templates in Lawcus?
Answer: Lawcus supports only the .doc file format for document templates. This ensures seamless integration with Microsoft Word’s formatting features and enables efficient use of merge fields for automating legal documents. Templates in other formats are not supported.