The most common worry is: "Do I need a separate template for each type of contact — one for a company, one for an individual, one for the defendant, one for the claimant?"No. You build one letter template, and it works on any matter. The template contains ...
CaseConnect deliberately separates two things:TemplatesPrecedentsWhat it isThe shell — layout, letterhead, merge fieldsThe legal content — the actual worded document or clausesHow manyFew (a handful per firm)Many (one per scenario)Organised byDocument typ ...
Every merge field is a slot with a name. At generation time, CaseConnect fills each slot from the matter. There are three kinds of slot you need to understand:1. The recipient (who the letter is addressed to)Use recipient_* fields for the address block an ...
You can browse every available field, with examples, at Settings → Merge Fields, or use the live preview there to test a field against a real matter. The companion Template Builder Guide contains the complete printable list.
Firm Admins (or users with template permissions) only.Build the Word file with merge fields (see the Template Builder Guide).Go to Precedents → Templates → New Template.Fill in the title, type, category, and (optionally) practice area.Upload the DOCX file ...
One default per document type. CaseConnect lets you mark one template as the default for each document type (and optionally per practice area). Set your main letterhead letter as the firm-wide default.Only add a practice-area-specific template when a prac ...
A few merge fields depend on data that must be present:Firm details (SRA number, VAT number, letterhead address) come from Settings → Firm Settings. Make sure these are complete before using them in a letterhead.Client / party addresses come from the cont ...