Merge Fields

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 covering:

Recipient / client fields (who the letter is addressed to):

• recipient_name, recipient_salutation, recipient_address

• client_name, client_email, client_phone, client_address

Matter fields:

• matter_reference, matter_title

• matter_date_opened, matter_status, matter_practice_area

Firm fields:

• firm_name, firm_address, firm_phone, firm_email

Solicitor fields:

• solicitor_name, solicitor_email

Party / role fields (the other side, and other parties on the matter):

• party1_name, party2_name, …

• defendant1_name, claimant1_name, landlord1_name, …

Date fields:

• today, today_long (e.g. "7 July 2026"), current_date

Important: merge field names are flat and underscored (client_name), not dotted (client.name) and not angle-bracket codes (<<CLIENT_NAME>>). The Template Authoring Guide lists every field and explains why.

To browse fields interactively, go to Settings → Merge Fields.