Document Automation allows you to create Document Templates in Microsoft Word with Merge Fields for Matter specific information. For every Matter, you will be able to generate a Document and fill in the matching information with a few clicks.
- If you'd like to create a document template using the default Matter and Firm related merge fields CARET Legal provides.
- Create Merge fields
- Intake Form Fields can be added to the Matter through the Intake Forms tab.
- Custom Fields are visible in your Matter Details and are added by Practice Area.
- Create a document template
- Generate a Document Using Your Template