Microsoft Word Templates

Learn how to create documents in Word that contain Lawmatics data and upload them as templates

Lawmatics makes it is easy to turn your Microsoft Word documents into templates that can be used in Lawmatics. Whether it is existing fee agreements or a new, complex document that requires detailed formatting, we have it covered.

Merging Data into a Word Template

It is important with most documents to be able to have it populated with data from Lawmatics. We can accomplish this with a Word template by using our Word merging language. It is very easy to do and we provide a great reference in Lawmatics which gives you the values of each field as they need to be used for merging.

In order to merge a field into a Word template, you simply put the field inside of brackets:

{{ field ID goes here }}

For example, if you had a sentence in your document that used a person's first name such as:

Thank you, Jeff, for hiring our firm.

You would insert the merge field in the sentence in Word as follows:

Thank you, {{first_name}}, for hiring our firm.

When this template is uploaded to Lawmatics and used on a matter, it will substitute the contact's first name where is belongs.

It is important to note that the merged data will take on any formatting that you give the bracketed placeholder in Word. If you make the field bold, {{first_name}}, it will be bold when the data is merged.

We have made it very easy to get the value of all your available fields for merging. Follow these steps to access your field reference.

1. Hover over the help icon in the top right of any page
2. Click on DOCX Field Reference

3. You will see the names of the fields on the left and the id of the field on the right, in the white box. This value in the white box is what needs to be used in between the brackets in word.

Using Conditional Logic

We have also created a language that can be used in Word templates to create conditional logic. Just like you are used to with our online document editor, it is simple to create documents with dynamic data, changing depending on the value of certain fields. Below is an example of how conditional logic would look in Word.

{{#practice_area == Family Law}}We look forward to handling your Family Law matter.{{/practice_area}}{{#practice_area == Estate Planning}}We look forward to handling your Estate Planning matter.{{/practice_area}}

Let's break this down.

You can see that all information contained inside the {{}} brackets is meant to be Lawmatics "code". Information inside these brackets will be evaluated special.

The first line {{#practice_area == Family Law}} is what sets the first IF condition. This says that if the practice area is Family Law, any text before the closing brackets, {{/practice_area}}, will be used.

To create an if condition you must start with a "#" immediately followed by the field value, which again is obtained from the DOCX Field Reference mentioned above. After this opening condition, you can type all the text you would like. Then, close the if statement by using "/" immediately followed by the same field value.

You can create multiple if statements for the same field, enabling you to create options for each value of a field, just as demonstrated in the practice area example above.

It is also possible to create an IF NOT statement. In order to accomplish this, simply use "^" in place of "#". So, for example, the following would represent text to be used if the practice area WAS NOT Estate Planning:

{{^practice_area == Estate Planning}}>We look forward to handling your matter that is not Estate Planning.{{/practice_area}}

Uploading to Lawmatics

In order to upload Word templates just follow these steps.

1. Navigate to Documents from inside the Assets tab at the top of the page.

2. Click on Create New Document in top right of screen

3. Select Upload DOCX Document

4. You will then give the document a name, select the recipient type for this document (matter or contact), and then select a file already uploaded or upload the docx file right there.

Esignatures: In order to learn more about how to use esignatures inside of a Word template, please visit our help article here.