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What is a Merge Field

Objective:

  • What are Merge Fields?
  • What is the definition of a Merge Field?
  • What will a Merge Field do?
  • Define Merge Field
  • Clio Dictionary

Environment:

  • Clio Manage
  • Clio Grow

Additional Information:

Answer:

A Merge Field is a field that you can input into a Document Template within Clio Manage. That field will automatically fill with the value it is assigned to when generating a document for a Client/Matter.

To find a list of available Merge Fields: go to 'Settings' and click on 'Documents'

 

Examples:

  1. If you were to use the Merge Field '<< Matter.Client.Name >>' within a document, when you generate that template, the value would show whoever is assigned to the matter, as a client.
  2. If you were to use the Merge Field '<< Matter.ResponsibleAttorney >>' within a document, when generate that template, the value would show the name of the assigned Responsible Attorney.

 

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