Letters & Agreements

Letters & Agreements

Templates let you create documents that automatically fill with your client's information. Here's how to set one up:

• {{client_name}}

• {{client_email}}

• {{client_phone}}

• {{company_name}}

• {{company_email}}

• {{today_date}}

• {{case_type}}

1. Upload your template: Go to Settings → Letters & Agreements, click "Add a Template," name it, and upload your Word file.

1. Configure your fields: After upload, you'll see your document preview with highlighted variables. Click each highlighted variable to configure:

• Set a display label for the form

• Choose field type (text, number, date)

• Add default values or auto-populate options

1. Use advanced features (optional):

• Create calculated fields using formulas

You can only run calculation with “Number“ type variables!

• Calculating TaxesAdd a variable {{tax_percentile}}in your template to use in your calculation.If, default value is set to 13, it will be used as 0.13 in your formulas.

5. Generate Templates

On your Case page → All Agreements & Letters table, select the template, enter the values for the variables and click Generate Document.

Internal review notes before publishing

• Add supported variables list.
• Add spouse/sponsor variable limitations.
• Add multi-signer retainer workflow.
• Link to service agreement and e-signature article.