Merge Fields for Matters
There are numerous merge fields available for use in the Microsoft Word document templates for matters.
Copy the desired fields from these tables and paste them into your template.
Global (System Fields)
| Field Name | Text to Paste Into Template |
|---|---|
| Global | «Global» |
| Global_Today | «Global_Today» |
| Global_Today_Day | «Global_Today_Day» |
| Global_Today_Month | «Global_Today_Month» |
| Global_Today_Year | «Global_Today_Year» |
| Global_User | «Global_User» |
| Global_User_Display | «Global_User_Display» |
| Global_User_First | «Global_User_First» |
| Global_User_Last | «Global_User_Last» |
| Global_User_Middle | «Global_User_Middle» |
Firm (System Fields)
| Field Name | Text to Paste Into Template |
|---|---|
| Firm | «Firm» |
| Firm_Addr | «Firm_Addr» |
| Firm_Addr_Addr1 | «Firm_Addr_Addr1» |
| Firm_Addr_Addr2 | «Firm_Addr_Addr2» |
| Firm_Addr_City | «Firm_Addr_City» |
| Firm_Addr_Country | «Firm_Addr_Country» |
| Firm_Addr_Country_Full | «Firm_Addr_Country_Full» |
| Firm_Addr_Full | «Firm_Addr_Full» |
| Firm_Addr_State | «Firm_Addr_State» |
| Firm_Addr_State_Full | «Firm_Addr_State_Full» |
| Firm_Addr_Zip | «Firm_Addr_Zip» |
| Firm_BookKeeper | «Firm_BookKeeper» |
| Firm_BookKeeper_Name | «Firm_BookKeeper_Name» |
| Firm_BookKeeper_Name_Display | «Firm_BookKeeper_Name_Display» |
| Firm_BookKeeper_Name_First | «Firm_BookKeeper_Name_First» |
| Firm_BookKeeper_Name_Last | «Firm_BookKeeper_Name_Last» |
| Firm_BookKeeper_Name_Middle | «Firm_BookKeeper_Name_Middle» |
| Firm_BookKeeper_Phone | «Firm_BookKeeper_Phone» |
| Firm_BookKeeper_Title | «Firm_BookKeeper_Title» |
| Firm_Email | «Firm_Email» |
| Firm_Fax | «Firm_Fax» |
| Firm_LawFirmId | «Firm_LawFirmId» |
| Firm_Phone | «Firm_Phone» |
| Firm_WebSite | «Firm_WebSite» |
Matter (Custom Fields)
| Field Name | Text to Paste Into Template |
|---|---|
| MX_Closed_Date | «MX_Closed_Date» |
| MX_Referral_Name | «MX_Referral_Name» |
| MX_Referral_Type | «MX_Referral_Type» |
| MX_Statute_Of_Limitations | «MX_Statute_Of_Limitations» |
Matter (System Fields)
| Field Name | Text to Paste Into Template |
|---|---|
| Matter | «Matter» |
| Matter_AreaOfLaw | «Matter_AreaOfLaw» |
| Matter_AreaOfLaw_Code | «Matter_AreaOfLaw_Code» |
| Matter_BillingMethod | «Matter_BillingMethod» |
| Matter_Client | «Matter_Client» |
| Matter_Client_Billing | «Matter_Client_Billing» |
| Matter_Client_Billing_Addr | «Matter_Client_Billing_Addr» |
| Matter_Client_Billing_Addr_Addr1 | «Matter_Client_Billing_Addr_Addr1» |
| Matter_Client_Billing_Addr_Addr2 | «Matter_Client_Billing_Addr_Addr2» |
| Matter_Client_Billing_Addr_City | «Matter_Client_Billing_Addr_City» |
| Matter_Client_Billing_Addr_Country | «Matter_Client_Billing_Addr_Country» |
| Matter_Client_Billing_Addr_Country_Full | «Matter_Client_Billing_Addr_Country_Full» |
| Matter_Client_Billing_Addr_Full | «Matter_Client_Billing_Addr_Full» |
| Matter_Client_Billing_Addr_State | «Matter_Client_Billing_Addr_State» |
| Matter_Client_Billing_Addr_State_Full | «Matter_Client_Billing_Addr_State_Full» |
| Matter_Client_Billing_Addr_Zip | «Matter_Client_Billing_Addr_Zip» |
| Matter_Client_Billing_Name | «Matter_Client_Billing_Name» |
| Matter_Client_Billing_Name_Display | «Matter_Client_Billing_Name_Display» |
| Matter_Client_Billing_Name_First | «Matter_Client_Billing_Name_First» |
| Matter_Client_Billing_Name_Last | «Matter_Client_Billing_Name_Last» |
| Matter_Client_Billing_Name_Middle | «Matter_Client_Billing_Name_Middle» |
| Matter_Client_Code | «Matter_Client_Code» |
| Matter_Client_Company | «Matter_Client_Company» |
| Matter_Client_Email | «Matter_Client_Email» |
| Matter_Client_Name | «Matter_Client_Name» |
| Matter_Client_Name_Display | «Matter_Client_Name_Display» |
| Matter_Client_Name_First | «Matter_Client_Name_First» |
| Matter_Client_Name_Last | «Matter_Client_Name_Last» |
| Matter_Client_Name_Middle | «Matter_Client_Name_Middle» |
| Matter_Client_Prim | «Matter_Client_Prim» |
| Matter_Client_Prim_Addr | «Matter_Client_Prim_Addr» |
| Matter_Client_Prim_Addr_Addr1 | «Matter_Client_Prim_Addr_Addr1» |
| Matter_Client_Prim_Addr_Addr2 | «Matter_Client_Prim_Addr_Addr2» |
| Matter_Client_Prim_Addr_City | «Matter_Client_Prim_Addr_City» |
| Matter_Client_Prim_Addr_Country | «Matter_Client_Prim_Addr_Country» |
| Matter_Client_Prim_Addr_Country_Full | «Matter_Client_Prim_Addr_Country_Full» |
| Matter_Client_Prim_Addr_Full | «Matter_Client_Prim_Addr_Full» |
| Matter_Client_Prim_Addr_State | «Matter_Client_Prim_Addr_State» |
| Matter_Client_Prim_Addr_State_Full | «Matter_Client_Prim_Addr_State_Full» |
| Matter_Client_Prim_Addr_Zip | «Matter_Client_Prim_Addr_Zip» |
| Matter_Client_Prim_Phone_Cell | «Matter_Client_Prim_Phone_Cell» |
| Matter_Client_Prim_Email | «Matter_Client_Prim_Email» |
| Matter_Client_Prim_Fax | «Matter_Client_Prim_Fax» |
| Matter_Client_Prim_Phone_Home | «Matter_Client_Prim_Phone_Home» |
| Matter_Client_Prim_Name | «Matter_Client_Prim_Name» |
| Matter_Client_Prim_Name_Display | «Matter_Client_Prim_Name_Display» |
| Matter_Client_Prim_Name_First | «Matter_Client_Prim_Name_First» |
| Matter_Client_Prim_Name_Last | «Matter_Client_Prim_Name_Last» |
| Matter_Client_Prim_Name_Middle | «Matter_Client_Prim_Name_Middle» |
| Matter_Client_Prim_Phone_Work | «Matter_Client_Prim_Phone_Work» |
| Matter_Client_Sec | «Matter_Client_Sec» |
| Matter_Client_Sec_Addr | «Matter_Client_Sec_Addr» |
| Matter_Client_Sec_Addr_Addr1 | «Matter_Client_Sec_Addr_Addr1» |
| Matter_Client_Sec_Addr_Addr2 | «Matter_Client_Sec_Addr_Addr2» |
| Matter_Client_Sec_Addr_City | «Matter_Client_Sec_Addr_City» |
| Matter_Client_Sec_Addr_Country | «Matter_Client_Sec_Addr_Country» |
| Matter_Client_Sec_Addr_Country_Full | «Matter_Client_Sec_Addr_Country_Full» |
| Matter_Client_Sec_Addr_Full | «Matter_Client_Sec_Addr_Full» |
| Matter_Client_Sec_Addr_State | «Matter_Client_Sec_Addr_State» |
| Matter_Client_Sec_Addr_State_Full | «Matter_Client_Sec_Addr_State_Full» |
| Matter_Client_Sec_Addr_Zip | «Matter_Client_Sec_Addr_Zip» |
| Matter_Client_Sec_Phone_Cell | «Matter_Client_Sec_Phone_Cell» |
| Matter_Client_Sec_Email | «Matter_Client_Sec_Email» |
| Matter_Client_Sec_Fax | «Matter_Client_Sec_Fax» |
| Matter_Client_Sec_Phone_Home | «Matter_Client_Sec_Phone_Home» |
| Matter_Client_Sec_Name | «Matter_Client_Sec_Name» |
| Matter_Client_Sec_Name_Display | «Matter_Client_Sec_Name_Display» |
| Matter_Client_Sec_Name_First | «Matter_Client_Sec_Name_First» |
| Matter_Client_Sec_Name_Last | «Matter_Client_Sec_Name_Last» |
| Matter_Client_Sec_Name_Middle | «Matter_Client_Sec_Name_Middle» |
| Matter_Client_Sec_Phone_Work | «Matter_Client_Sec_Phone_Work» |
| Matter_Client_Type | «Matter_Client_Type» |
| Matter_Client_Funds_Operating | «Matter_Client_Funds_Operating» |
| Matter_Client_Funds_Trust | «Matter_Client_Funds_Trust» |
| Matter_ClientIssuedMatterId | «Matter_ClientIssuedMatterId» |
| Matter_DateOpened | «Matter_DateOpened» |
| Matter_DateOpened_Day | «Matter_DateOpened_Day» |
| Matter_DateOpened_Month | «Matter_DateOpened_Month» |
| Matter_DateOpened_Year | «Matter_DateOpened_Year» |
| Matter_DefaultTrustBank | «Matter_DefaultTrustBank» |
| Matter_DefaultTrustBank_AccountName | «Matter_DefaultTrustBank_AccountName» |
| Matter_FileNumber | «Matter_FileNumber» |
| Matter_OwnerName | «Matter_OwnerName» |
| Matter_PONumber | «Matter_PONumber» |
| Matter_UnbilledBalance | «Matter_UnbilledBalance» |
| Matter_UnpaidBalance | «Matter_UnpaidBalance» |