How to create document templates?

Learn the benefits of document automation and provides a step-by-step guide on how to create document templates using merge fields.

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

Creating client paperwork 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.

To start creating document templates, you'll need legal paperwork containing client or matter data as a base for the process. You can either prepare a new document or check your archive for paperwork you've sent to clients in the past.

Once you have a document with the necessary information, you can start creating your template. Here are the steps to follow:

To create a document template:

  1. Locate the legal document you want to use as the basis for your template and open it up in your word processing software.

2. Click the user avatar and tap Settings.

3. Go to the Firm Settings section and click Document Templates.

4. Navigate to Merge Fields and copy the merge fields you need

Note: You can also use keywords to filter and find specific merge fields more easily.

5. Use the merge fields you copied in step 4 to replace the client or matter data in the prepared document from Step 1. Once you're done, save the document.

6. Navigate back to the document template interface on Lawcus, and click Add to upload the saved document template.

With these simple steps, you can quickly create custom document templates that save you time and effort when creating paperwork for your clients. The process of automating your document templates is easy to follow, and the time savings and increased productivity make it a worthwhile investment for any law practice.

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.

In conclusion, document automation is a valuable tool for law practices looking to improve efficiency and accuracy when creating client paperwork. Creating custom document templates saves time, reduces errors, and ensures consistency in your paperwork, ultimately leading to a better client experience.

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