TEMPLATE AUTOMATION
Start every matter from a template -
and skip the setup work.
Access firm templates for letterhead, fax, memoranda, and pleadings directly from the Word. Fill-in dialogs auto-populate author details, addressee information, and matter data - so your team generates complete, accurate documents in minutes.
- Templates organized by practice group for fast, easy access
- Personal templates let your staff save their own frequently used documents
- Auto-populates client and matter details from Outlook contacts, BEC MatterLink, or your CRM
- Multi-office stationery logic keeps every location consistent







