Document Population / Document Assembly - CaseFox

Document Population / Document Assembly

Please click on Document Assembly tab for a case or matter.  On the screen,  there are elements to create tags and their values for the selected case.   


Please enter Tag Name and Value. For example: DOB and 02/15/1980. If a template document includes a tag {DOB}, when a document link below is clicked, the system will replace {DOB} by 02/15/1980 and the finished document will be downloaded. Please use the tag {Date} in the template for printing current date. The ags {clientfname},  {clientlname},  {clientcompany},  {clientaddr1},  {clientaddr2},  {clientcity},  {clientstate},  {clientzip},  {casename},  {casereference},  {courtcasenumber} are automatically replaced from the client/case information.

Please create a word document, format it the way it should print. Use tags in the document at appropriate places and upload it using the file upload button on the screen. Upon successful upload, the document link will be displayed. Please click on the link to download the final document.   Multiple templates may be uploaded.


Tags may also be entered under Other Info tab by adding Field/Value pairs.   The benefit of using custom fields for storing tags is that Field Group may be created and quickly added to many cases.

    • Related Articles

    • Unlock the Full Potential of Legal AI Drafting: A Quick Guide to Better Prompts

      Craft Powerful AI Prompts (Queries) for Superior Legal Document Drafting AI Document Drafting Please enter the subject of the document you want to generate. For example: "Draft a cover letter for [purpose]," "Prepare a court complaint with facts, ...

    • Case Documents Management

      Case Documents Management using Dropbox/Google Drive Case documents can be to individual time/expense entries by clicking on "Attach Document Link" on Add Note screen. In addition, you may also upload (from the Documents tab of a case in CaseFox) ...

    • CaseFox/MatterSuite: Common Objections Used in US Courts

      Fundamental Objections 1. Relevance Objections Irrelevant: Evidence doesn't relate to the case Materiality: Evidence doesn't affect substantial rights Cumulative: Evidence repeats already admitted evidence 2. Form/Objection to Question Argumentative: ...

    • Stop Paying for AI. Start Winning with It

      The "AI Tax" is real. We've abolished it. Many AI-first companies charge an AI-only monthly fee that can be higher than a full MatterSuite subscription. With MatterSuite you get the whole platform — case management, billing, client portal, deadlines, ...

    • How To Manage Case/Project Documents

      Case/project documents can be stored in the cloud (Google Drive, onlinefilefolder.com or any similar service that provides separate URLs for individual documents). Upload your case/project related documents to any online storage service and use the ...