New Template

Create a reusable document template with merge placeholders.

Name *

Category

Practice Area

Description

Active

Subject (optional — used as the document subject for letters)

Template Body

HTML allowed. Use {{client.firstName}} style placeholders. Filters: | money, | date, | shortDate, | upper.

Insert Placeholder

Click any chip to insert at the cursor position.

Client

Case

Adverse party (first)

Insurance (first carrier)

Settlement

Firm

Attorney/Staff

Date

Live Preview

Preview as case:

(Preview is empty — type into the body above.)