The 2020 Legal Trends Report is now available. Get the latest insights here.

How to Use Equations in Document Automation


  • Using equations in Document Automation templates


  • Clio Manage

Additional Information:

  • You must first have Custom Fields created and applied to the Matter containing only numbers


  1. Open Word document
  2. Replace numeric entries will custom field Merge Fields
  3. Place cursor where you want the result to be
  4. Click Insert
  5. Click Insert field
  6. In Categories, select Equations and Formulas
  7. Add Merge Fields in equation format

    Example: = << Matter.CustomField.CostOfHouse >> - << Matter.CustomField.Deposit >>
    equation-field.pngPlease note:
     You may see a !Syntax Error, < message appear - this is OKAY and is a result of MS Word trying to perform the equation in the document. 

  8. Save and Upload as a Template in Clio

Now, when you create a document from this template, you will see the calculation in the completed document:



Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality