How to Use Precedent Documents and Email Templates within a Matter

Link to Video Guide: https://youtu.be/XTkfVnpyns8

This guide provides instructions for efficiently generating standardised documents and emails directly from an active matter. Using pre-configured documents (precedents) and email templates is what will help to ensure consistency across your client communication and streamline the correspondence process.

Adding a Precedent Document to a Matter

This process adds a pre-configured document template to the matter’s correspondence list, which can then be edited and sent.

1. From the active Matter Dashboard, click the Correspondence tab at the top of the matter overview.

2. In the left-hand menu panel, click the + Add button located below the list of folders.

3. From the drop-down menu which appears, select Precedent.

1. The Find precedent dialogue box will open, displaying all available documents. Locate the required precedent document.

2. Select the relevant document, for example, the Letter Confirming Instructions template, which includes a description outlining its use.

3. Click the Continue button in the lower-right corner.

   • The Document Letter Confirming Instructions successfully generated on the matter.

4. The newly generated document will now appear in the list under the Correspondence tab, where you can double-click it to open a preview and complete any required edits.

You can also now also generate a precedent from the matter overview screen;

And a new feature added you can run precedents from designated contacts on a matter, either the client or the related contacts

Using a Precedent Email Template and Attaching Matter Correspondence

This process allows you to quickly draft an email using a saved template and directly attach existing documents from the matter's correspondence history.

1. Ensure you are on the Correspondence tab of the matter.

2. In the upper-right corner of the correspondence list, click the Send an Email icon (which looks like an envelope with an arrow).

1. The Email Correspondence dialogue box will appear.

2. Near the upper-right corner of the dialogue box, click the USE TEMPLATE link.

1. The Use template dialogue box will open, displaying all available email templates.

2. Select the template which you require, for example, Litigation - Initial Email to Opposing Solicitor.

3. Click the Continue button in the lower-right corner.

   • The email subject line and body text are populated with the content from the selected template.

Attaching Existing Documents

To attach a document already associated with the matter, follow these steps while the Email Correspondence dialogue box is still open:

1. In the body of the email, click the Upload from correspondences button located in the footer.

2. From the small pop-up menu, select Upload correspondences.

3. The Correspondence dialogue box will open, displaying a list of all documents and correspondence saved to the current matter.

4. Select the required document, such as the Letter Confirming Instructions document which you previously generated.

5. Click the Choose button in the lower-right corner.

   • The selected document is attached to the email and can be seen above the Send button.

6. Complete the recipient field and subject line as required, and click Send to dispatch the email.