Documents

Manage document templates, generate client documents, and track signatures.

Document Templates

Templates are reusable document blueprints with variable placeholders that get filled with client-specific data.

Managing Templates

1. Go to Templates in the sidebar
2. Browse templates by category
3. Click any template to preview its content and variables

Templates support variables like:

• \{\{client.firstName\}\} - Client's first name
• \{\{client.address\}\} - Client's address
• \{\{trust.name\}\} - Trust name
• Custom variables defined per template

Generating Documents for Clients

1. Go to Templates
2. Find the template you need
3. Click Generate Document
4. Select the client
5. Enter a title and description
6. Click Generate

The document is created in Draft status and assigned to the client.

Document Workflow

Documents progress through these statuses:

DRAFT → SENT → VIEWED → SIGNED → COMPLETED

Status	Meaning
Draft	Created, not yet sent to client
Sent	Client notified, awaiting their action
Viewed	Client has opened the document
Signed	Client has signed electronically
Completed	Process complete, filed

Filling Document Variables

1. Open the document
2. Fill in any required fields that weren't auto-populated
3. Save changes
4. Send to client when ready

Electronic Signatures

Clients can sign documents directly in the portal:

1. Client opens document
2. Reviews content
3. Draws signature on the signing pad
4. Confirms signature
5. Document status updates to Signed

Client Document Uploads

Clients can upload supporting documents (tax returns, IDs, etc.):

1. Client uploads via their portal
2. Document appears for lawyer review
3. Lawyer reviews and sets status:
   • Approved: Document accepted
   • Rejected: Document not acceptable
   • Requires Revision: Client needs to resubmit
4. Client receives feedback and can upload revisions