2018_08: LegalBar 4.8.37 released with new matter automation

August 31, 2018 by Jan Spetz

(Release 4.8.37, Posted August 22, 2018)

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You will also find 4.8.37 Release Notes and cumulative Release Notes.

New Matter Automation in LegalBar 4.8.37

The new LegalBar release includes new features for matter-related document automation:

  • List format option for contact data.  That is, related party names can be placed in a series in the same line or each on its own line.
  • Signature Block “order by” automation.

How it Works

When inserting data for multiple users or multiple contacts of the same type in a document, LegalBar handles both the list format and the insertion order.

What do we mean by “of the same type?”

In MatterLink, we define a contact’s connection to a matter with Matter Contact Type.   Sometimes there can be more than one contact with the same type, for example, multiple plaintiffs or defendants, or the named beneficiaries in a Will or Trust.

Also in MatterLink, we define a user’s role in a matter with Matter User Type.  Often there can be more than one person of the same Matter User type, for example, multiple attorneys named as co-counsel.

Whether for contacts (related parties) or users (attorneys), LegalBar 4.8 automatically pulls matter-related personal variable data into your documents by placing it in Word content controls that have MatterLink-compatible tags indicating the appropriate MatterLink field.

When multiple iterations of data (name, name and address, name and bar number, etc.) are needed, LegalBar uses a “repeating block” set-up in the Word template. LegalBar repeats the insertion of data, looping the precise number of times needed to accommodate the number of names in the matter.  The Repeating Block feature has been part of LegalBar 4.8 for a long time.

List Format Option

Now, for the first time in 4.8.37, the template’s format for multiple names can be a series on the same line with a separator of comma or other punctuation.  The other option is to place each name in its own paragraph, a typical list.

Repeating Block format option

Order By

Also new in 4.8.37, LegalBar lets you control the order of insertion in the repeating block when multiple names or sets of information are needed.  For example, for a pleading signature block when multiple internal co-counsels exist in the matter, or are selected during the pleading generation, an Order By dialog prompts you to choose the correct insertion order.

Multiple matter users of same type with Order By

For more information about LegalBar’s matter automation features, read What’s New in LegalBar 4.8.

Jan SpetzJan Spetz
Content Manager and Documentation Specialist

Published: August 31, 2018