Standard Clauses (Templates)

When entering file notes in Matter Workbench the same clauses/sentences are often used. 

The Standard clauses feature allows users to store these frequently used clauses and select them from a list rather than re-typing them each time.  These standard clauses can also be used as a narration when raising a bill.

Standard clauses can be used in the following areas throughout LawMaster by using the icon: 

•         Outlook > New LawMaster email

•         Matter Workbench

•         Mail Room Processing > Classify Document Form

•         Add Folio

•         Request / Fault

•         Reprint Bill

•        Bill (Request)

In order to use this feature the following fields must be defined in the BC Standard clauses parameter:

•         clauses No – This is a four character alphanumeric code which uniquely identifies this clause.  If you wish to                   use the F3 shortcut then clause No’s must be one character only e.g. T or 1-9.

•         Remarks – This is a description of the clauses e.g. Telephone Attendance

•         Details – This is where the clauses or sentence which is to be used is added e.g.  Telephone attendance on

•        Document Template – Sets the Document Template when using the standard clauses in Add / Modify Folio,                   Classify Mail Item and Floating File Note > Save function.