Reuse Templates and Reduce Repeated Data Entry
Can Lawcus create documents from matter data and templates?
Yes. Build a reusable template with Lawcus merge fields, then populate it with information stored in a matter. Generate the document from that matter, or use the Create Document action in a workflow, such as when a new matter is opened. For example, use an approved standard letter to populate client and matter details without retyping them. Check the source data and review each generated draft before sharing it. See the document-generation steps and workflow setup guide.