KCS - How to Include Multiple Co-Counsels on a Template with Document Automation

Objective:

  • Show more than one Co-Counsel on my Document Automation Template

Environment:

  • Clio Web App

Additional Information:

For templates with less than the number of co-counsels in the Template, the extra merge fields will appear blank.

Answer:

  1. Create multiple Matter Custom Fields called Co-Counsel 1, Co-Counsel 2, Co-Counsel 3, etc.
  2. Create a document template and include merge fields for all of the co-counsels created in Step 1
  3. Navigate to the Matter in question, ensure the appropriate co-counsel fields are complete, and create a Document from Template
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