Step 1: Select a Contract Template

Choose a Contract Template from the dropdown. This field is required, so pick the template that best matches the type of contract you're creating.

Step 2: Continue to the Document Screen

Click Continue to open the Create Document from Template screen, where you'll see a preview of the document on the left.

Step 3: Review the Placeholder Tags
On the right, under Replace Tags in Document, you'll see all the placeholder tags (text wrapped in curly brackets) pulled directly from the template.

Step 4: Fill in the Tags

Fill in each field with the correct information, or use the Field Type dropdown to pull details automatically from Matters, Contacts, or Staff already in the system.

Step 5: Watch the Contract Take Shape
As you fill in each field, the tags in the document preview get replaced with your actual contract details, so you can see the finished contract build in real time.