Templates for Document Requests

• Document templates: Provision PDFs once with fields and signature and reuse them as often as needed.
• Text snippets: Insert recurring phrases into any message in seconds via the slash menu.
• Creation templates: Combine initial message and document templates – one click for a complete request.
• Embedding-ready: Templates can be used directly for embedded document requests on your website.

Where to Find Templates

In the "Document Request" section, select the "Templates" sub-tab. There, the three template types are clearly separated: Document templates, Text snippets, and Creation templates.

Document Templates

A document template is a PDF that you provision once with input fields and optionally a signature field – e.g., a power of attorney or an assignment declaration. You can then include this template in any number of requests.

How to create a document template:

Step-by-Step

1. In the "Templates" → "Document templates" tab, click "New".
2. Upload PDF via drag-and-drop or file selection.
3. Place fields via drag-and-drop: text, date, selection, and signature fields.
4. Optionally deactivate individual pages if the PDF contains more pages than the client should fill out.
5. Name and save the template – ready to use in any request.

When creating a new request, simply select the template from the dropdown. The fields, required entries, and page configuration are automatically applied.

Text Snippets

Text snippets are short, reusable text blocks. They appear everywhere in the editor where you compose initial messages or client messages.

In the editor, simply type / to open the slash menu and select the appropriate snippet – with live search and keyboard navigation.

Useful Snippets from Law Firm Practice

• "Please provide police case number": consistent note for every mandate acceptance.
• "Please upload the following documents…": compact list of typically required documents.
• "Privacy notice brief": summary in one line, complementing the official text.
• "Kind regards, Law Firm XY": consistent signature in every message.

Creation Templates

Creation templates are the most powerful template form: They combine an initial message and any number of document templates into a ready-made "set". For example, you can create a complete mandate acceptance for criminal law or traffic law in seconds.

A creation template can typically contain:

• Initial message: including text snippets and instructions for the client.
• One or more document templates: e.g., power of attorney, assignment, privacy policy.
• Default designations and case number schemes for consistent assignment within the firm.

Apply templates in a request

When creating a new document request, select the desired template from a dropdown. Initial message, file types, provisions and signature fields are automatically applied.

You can then customize each template individually – e.g. attach an additional document or specify the initial message – without changing the original template.

Best Practices

The following templates are useful for getting started and make sense in almost every law firm:

• General mandate acceptance: Initial message + power of attorney + privacy notice.
• Power of attorney (standard): Document template as reusable PDF with signature field.
• Assignment declaration traffic law: specific to the requirements of liability insurers.
• Initial consultation questionnaire: standardized data collection for every new client.