Document Templates

Document templates let you generate client-ready Word files from a .docx template and the data already in MyLawyerLink.

Before you start

• Prepare a Word document (.docx) with merge field placeholders. See Using Merge Fields for syntax and field names.
• You need permission to manage templates and an active subscription.

Upload a template

1. Go to Account → Document Templates (/account/templates).
2. Click Upload template and select your .docx file.
3. Give the template a name your team will recognize (for example "Engagement letter — civil").

After upload, MyLawyerLink scans the file for merge fields and lists them on the template record.

Edit merge fields (optional)

1. Open the template from the list and choose Edit to open the OnlyOffice editor (when configured for your team).
2. Adjust document text and placeholders in Word as needed.
3. Save from the editor — merge field metadata syncs on the server when you leave the editor.

If OnlyOffice is not enabled, you can re-upload an updated .docx from your desktop Word app.

Generate a document from a case

1. Open the case you want the document for.
2. Go to the Documents section on the case page.
3. Choose Generate from template (or equivalent action in the documents toolbar).
4. Select your template and confirm.
5. Download or save the generated file. Placeholders are replaced with that case's client and case data.

Review the output before sending it to a client or court — especially the first time you use a new template.

Best practices

• Preview with a real case — long names, missing optional fields, and custom fields are easier to catch on a test matter.
• Version your templates — when you change language materially, upload a new file or rename the template so staff know which version is current.
• One template per document type — engagement letter, status update, cover sheet, etc. Use merge fields instead of separate templates per client.

Related guides

• Using Merge Fields — full field reference and firm merge keys
• Creating SMS Templates — same field names in text messages