Document Generation lets you produce letters, court documents, client care letters, and other files from pre-built templates — automatically populated with matter and client data using merge fields.How It WorksA template (DOCX or HTML) contains merge fiel ...
Open the matter.Go to the Documents tab and click Generate Document — or use the quick action on the Overview tab.Select the template or precedent you want to use.Review the pre-filled merge field data. Correct anything that looks wrong.Choose the output ...
Go to Document Automation in the sidebar for the generation hub, which shows:Recent generation history across all mattersGeneration status (pending, processing, complete, failed)Quick access to generate documents for any matter
CaseConnect has two types of reusable document assets:TypePurposeTemplateA structural shell — defines the layout and merge fields for a letter, form, or document. Generated each time with live matter data.PrecedentA substantive legal document or clause se ...
Go to Precedents → Templates to browse your firm's template library.System templates are provided and maintained by CaseConnect. They are available to all firms.Firm templates are created and owned by your firm.From the library you can:Search and filter t ...
Go to Precedents to browse the precedent library.Search by practice area, category, or keywordCopy a system precedent to your firm library to customise itView and download the precedent file
Merge fields are the placeholders that get replaced with real data when a document is generated. They are written in Word using double curly braces with a flat, underscored name, for example {{ client_name }}. CaseConnect provides a comprehensive set cove ...
Go to Settings → Merge Fields.Browse fields by category or search by name.Use the Live Preview to test how a field renders against a specific matter.Export the field list to CSV for template authors.
Firm Admins and users with template permissions only.Go to Precedents → Templates and click New Template.Fill in the title, type (letter, email, court document, etc.), category, and practice area.Upload the DOCX or HTML template file.Specify the required ...
Every document generation is logged with:Who triggered itWhich template was usedWhich matter it was forWhen it was generatedThe output fileView generation history from the Document Automation hub or from the matter's document library.
Check merge fields before generating: If a required field is missing from the matter (e.g. no address on the client contact), the generated document may have blank placeholders. Fill in the matter and contact data first.Output format choice: Use DOCX if t ...