How It Works

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.

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How It Works

1. A template (DOCX or HTML) contains merge fields like {{ client_name }} and {{ matter_reference }}.

2. You trigger generation for a specific matter.

3. CaseConnect fills in the merge fields from the matter's data.

4. The generated document is saved into the matter's document library.

Writing your own templates? See the Template Authoring Guide for the full, up-to-date list of merge field names and the exact syntax to type into Word.