Templates vs Precedents
CaseConnect has two types of reusable document assets:
Type | Purpose |
|---|---|
Template | A structural shell — defines the layout and merge fields for a letter, form, or document. Generated each time with live matter data. |
Precedent | A substantive legal document or clause set — carries legal content that is adapted per matter. |
Both can be used to generate documents. Templates are more form-like; precedents carry more legal substance.