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Document Automation: List of Standard Merge Fields

Below is a list of all of the standard Merge Fields available in Clio.

Additional Contingency Fee and Custom Field related Merge Fields are available to subscribers of our Loyalty(EMEA), Boutique and Elite plans.

Additional Merge Fields for related contacts will be available if you have added related contacts to the Matter. For details, see the "Adding Related Contacts to a Matter" article.

You can find the list of Merge Fields in Clio by going to the Settings panel and clicking on "Documents" in the System column. You can also find Merge Fields when selecting to add a Document Template, and selecting the highlighted text, "View Merge Fields".
For quick access to the page, bookmark: https://app.clio.com/document_template_example

<< Matter.Number >>

<< Matter.Description >>

<< Matter.ClientReferenceNumber >>

<< Matter.OriginatingAttorney >>

<< Matter.ResponsibleAttorney >>

<< Matter.Status >>

<< Matter.PendingDate >>

<< Matter.OpenDate >>

<< Matter.OpenDate.Verbose >>

<< Matter.OpenDate.Year >>

<< Matter.OpenDate.Month >>

<< Matter.OpenDate.Day >>

<< Matter.CloseDate >>

<< Matter.StatuteOfLimitationsDate >>

<< Matter.OperatingBalance >>

<< Matter.Client.Name >>

<< Matter.Client.Prefix >>

<< Matter.Client.FirstName >>

<< Matter.Client.LastName >>

<< Matter.Client.TrustBalance >>

<< Matter.Client.OperatingBalance >>

<< Matter.Client.Address >>

<< Matter.Client.Address.Street >>

<< Matter.Client.Address.City >>

<< Matter.Client.Address.State >>

<< Matter.Client.Address.ZipCode >>

<< Matter.Client.Address.Country >>

<< Matter.Client.PrimaryBillingAddress >>

<< Matter.Client.PrimaryBillingAddress.Street >>

<< Matter.Client.PrimaryBillingAddress.City >>

<< Matter.Client.PrimaryBillingAddress.State >>

<< Matter.Client.PrimaryBillingAddress.ZipCode >>

<< Matter.Client.PrimaryBillingAddress.Country >>

<< Matter.Client.PrimaryWorkAddress >>

<< Matter.Client.PrimaryHomeAddress >>

<< Matter.Client.PrimaryOtherAddress >>

<< Matter.Client.PhoneNumber >>

<< Matter.Client.PhoneNumber.Number >>

<< Matter.Client.PrimaryWorkPhoneNumber >>

<< Matter.Client.PrimaryWorkPhoneNumber.Number >>

<< Matter.Client.PrimaryHomePhoneNumber >>

<< Matter.Client.PrimaryOtherPhoneNumber >>

<< Matter.Client.PrimaryMobilePhoneNumber >>

<< Matter.Client.PrimaryFaxNumber >>

<< Matter.Client.Email >>

<< Matter.Client.Email.Work >>

<< Matter.Client.Email.Home >>

<< Matter.Client.Email.Other >>

<< Matter.Client.CompanyName >>

<< Matter.Client.PaymentProfile >>

<< Matter.Client.PaymentProfile.InterestRate >>

<< Matter.Client.PaymentProfile.InterestType >>

<< Matter.Client.PaymentProfile.InterestPeriod >>

<< Matter.Client.PaymentProfile.GracePeriod >>

<< Matter.Client.PaymentProfile.DiscountRate >>

<< Matter.Client.PaymentProfile.DiscountPeriod >>

<< Matter.Location >>

<< Matter.PracticeArea >>

<< Matter.Billing.Description >>

<< Matter.Billing.OpenInvoiceNumber >>

<< Matter.Relationships >>

<< Date >>

<< Date.Verbose >>

<< Date.Year >>

<< Date.Month >>

<< Date.Day >>

<< User >>

<< User.Name >>

<< User.Email >>

<< User.Initials >>

<< User.PhoneNumber >>

<< User.Rate >>

<< Firm.Name >>

<< Firm.Address >>

<< Firm.Address.Street >>

<< Firm.Address.City >>

<< Firm.Address.State >>

<< Firm.Address.ZipCode >>

<< Firm.Address.Country >>

<< Firm.Phone >>

<< Firm.Phone.Number >>

<< Firm.FaxNumber >>

<< Owner >>

<< Owner.Name >>

<< Owner.Email >>

<< Owner.Initials >>

<< Owner.PhoneNumber >>

<< Owner.Rate >>

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