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:

• Video: How to Create a Template using Merge Fields for Document Automation
• Document Automation: List of Standard Merge Fields
• How to Add Custom Merge Fields to Document Templates

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.