When creating a document template in MS word for matters, there are many different merge fields to choose from that can be inserted into the template. Here is a full list of all those fields. Simply copy the field to the right of the table as shown below and paste it into the template. 



                                            Master Matter Merge Fields



Global (System Fields)


Global
 «Global»
Global_Today
 «Global_Today»
Global_Today_Day
 «Global_Today_Day»
Global_Today_Month
 «Global_Today_Month»
Global_Today_Year
 «Global_Today_Year»
User Name
 «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)


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)


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)


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»