Document Templates

FluentCase allows you to create and manage reusable document templates for your firm.

Important: All Word templates must be uploaded through the Firm Settings section of FluentCase. Only administrators can upload and manage templates for your firm.

What are Document Templates?

Document templates are pre-formatted documents that you can reuse across multiple matters:

  • Pleadings and motions
  • Letters and correspondence
  • Forms and questionnaires
  • Settlement documents
  • Client intake forms

Creating Templates

Upload Template Document

  1. Go to Settings → Document Templates
  2. Click New Template
  3. Upload your template file:
    • Word (.docx) - Recommended
  4. Click Save

Using Templates

Generate Document from Template

  1. Open a matter
  2. Click Forms and Word Templates
  3. Select a template
  4. Click Merge to create a document with matter data in Word
  5. Document opens in Word with matter information populated
  6. Click Save to Fluent

Template Management

Editing Templates

For best results, enable macros in Microsoft Word before editing templates. This allows for single-click save (replace) and save-as functionality.

Templates can be edited from within a matter or from Firm Settings. Follow the instructions below for selecting, editing, and saving template changes:

Editing a template from Firm Settings:

  1. Go to Firm Settings
  2. Select Forms and Word Templates
  3. Select a template
  4. Click the Edit pen icon
  5. Template opens in Word
  6. Click Save to save changes to template in Fluent

Editing a template from within a matter:

  1. Open a matter
  2. Select Forms and Word Templates
  3. Select a template
  4. Click the Edit pen icon
  5. Template opens in Word
  6. Click Save to save changes to template in Fluent

Best Practices

Creating Templates

  • Test thoroughly - Generate test documents
  • Standard formatting - Consistent fonts and styles
  • Clear naming - Descriptive template names

Using Templates

  • Review before sending - Always review generated documents
  • Customize as needed - Edit generated documents
  • Update templates - Keep templates current
  • Version control - Track template versions

Maintenance

  • Regular review - Review templates quarterly
  • Update for law changes - Keep legally current
  • Remove obsolete - Delete unused templates
  • Gather feedback - Ask team for improvements

Troubleshooting

Formatting Issues

Causes:

  • Complex Word formatting
  • Incompatible fonts
  • Tables or images

Solutions:

  1. Simplify formatting
  2. Use standard fonts
  3. Test with simple template first

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