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Document Assembly – Master Merge Fields for Matters

When creating a document template in MS word for matters, there are many different merge fields to choose from that can be inserted into the template. Here is a full list of all those fields. Simply copy the field to the right of the table as shown below and paste it into the template.


Global (System Fields)

Global «Global»
Global_Today «Global_Today»
Global_Today_Day «Global_Today_Day»
Global_Today_Month «Global_Today_Month»
Global_Today_Year «Global_Today_Year»
User Name «Global_User»
Global_User_Display «Global_User_Display»
Global_User_First «Global_User_First»
Global_User_Last «Global_User_Last»
Global_User_Middle «Global_User_Middle»

Firm (System Fields)

Firm «Firm»
Firm_Addr «Firm_Addr»
Firm_Addr_Addr1 «Firm_Addr_Addr1»
Firm_Addr_Addr2 «Firm_Addr_Addr2»
Firm_Addr_City «Firm_Addr_City»
Firm_Addr_Country «Firm_Addr_Country»
Firm_Addr_Country_Full «Firm_Addr_Country_Full»
Firm_Addr_Full «Firm_Addr_Full»
Firm_Addr_State «Firm_Addr_State»
Firm_Addr_State_Full «Firm_Addr_State_Full»
Firm_Addr_Zip «Firm_Addr_Zip»
Firm_BookKeeper «Firm_BookKeeper»
Firm_BookKeeper_Name «Firm_BookKeeper_Name»
Firm_BookKeeper_Name_Display «Firm_BookKeeper_Name_Display»
Firm_BookKeeper_Name_First «Firm_BookKeeper_Name_First»
Firm_BookKeeper_Name_Last «Firm_BookKeeper_Name_Last»
Firm_BookKeeper_Name_Middle «Firm_BookKeeper_Name_Middle»
Firm_BookKeeper_Phone «Firm_BookKeeper_Phone»
Firm_BookKeeper_Title «Firm_BookKeeper_Title»
Firm_Email «Firm_Email»
Firm_Fax «Firm_Fax»
Firm_LawFirmId «Firm_LawFirmId»
Firm_Phone «Firm_Phone»
Firm_WebSite «Firm_WebSite»

Matter (Custom Fields)

MX_Closed_Date «MX_Closed_Date»
MX_Referral_Name «MX_Referral_Name»
MX_Referral_Type «MX_Referral_Type»
MX_Statute_Of_Limitations «MX_Statute_Of_Limitations»

Matter (System Fields)

Matter «Matter»
Matter_AreaOfLaw «Matter_AreaOfLaw»
Matter_AreaOfLaw_Code «Matter_AreaOfLaw_Code»
Matter_BillingMethod «Matter_BillingMethod»
Matter_Client «Matter_Client»
Matter_Client_Billing «Matter_Client_Billing»
Matter_Client_Billing_Addr «Matter_Client_Billing_Addr»
Matter_Client_Billing_Addr_Addr1 «Matter_Client_Billing_Addr_Addr1»
Matter_Client_Billing_Addr_Addr2 «Matter_Client_Billing_Addr_Addr2»
Matter_Client_Billing_Addr_City «Matter_Client_Billing_Addr_City»
Matter_Client_Billing_Addr_Country «Matter_Client_Billing_Addr_Country»
Matter_Client_Billing_Addr_Country_Full «Matter_Client_Billing_Addr_Country_Full»
Matter_Client_Billing_Addr_Full «Matter_Client_Billing_Addr_Full»
Matter_Client_Billing_Addr_State «Matter_Client_Billing_Addr_State»
Matter_Client_Billing_Addr_State_Full «Matter_Client_Billing_Addr_State_Full»
Matter_Client_Billing_Addr_Zip «Matter_Client_Billing_Addr_Zip»
Matter_Client_Billing_Name «Matter_Client_Billing_Name»
Matter_Client_Billing_Name_Display «Matter_Client_Billing_Name_Display»
Matter_Client_Billing_Name_First «Matter_Client_Billing_Name_First»
Matter_Client_Billing_Name_Last «Matter_Client_Billing_Name_Last»
Matter_Client_Billing_Name_Middle «Matter_Client_Billing_Name_Middle»
Matter_Client_Code «Matter_Client_Code»
Matter_Client_Company «Matter_Client_Company»
Matter_Client_Email «Matter_Client_Email»
Matter_Client_Name «Matter_Client_Name»
Matter_Client_Name_Display «Matter_Client_Name_Display»
Matter_Client_Name_First «Matter_Client_Name_First»
Matter_Client_Name_Last «Matter_Client_Name_Last»
Matter_Client_Name_Middle «Matter_Client_Name_Middle»
Matter_Client_Prim «Matter_Client_Prim»
Matter_Client_Prim_Addr «Matter_Client_Prim_Addr»
Matter_Client_Prim_Addr_Addr1 «Matter_Client_Prim_Addr_Addr1»
Matter_Client_Prim_Addr_Addr2 «Matter_Client_Prim_Addr_Addr2»
Matter_Client_Prim_Addr_City «Matter_Client_Prim_Addr_City»
Matter_Client_Prim_Addr_Country «Matter_Client_Prim_Addr_Country»
Matter_Client_Prim_Addr_Country_Full «Matter_Client_Prim_Addr_Country_Full»
Matter_Client_Prim_Addr_Full «Matter_Client_Prim_Addr_Full»
Matter_Client_Prim_Addr_State «Matter_Client_Prim_Addr_State»
Matter_Client_Prim_Addr_State_Full «Matter_Client_Prim_Addr_State_Full»
Matter_Client_Prim_Addr_Zip «Matter_Client_Prim_Addr_Zip»
Matter_Client_Prim_Phone_Cell «Matter_Client_Prim_Phone_Cell»
Matter_Client_Prim_Email «Matter_Client_Prim_Email»
Matter_Client_Prim_Fax «Matter_Client_Prim_Fax»
Matter_Client_Prim_Phone_Home «Matter_Client_Prim_Phone_Home»
Matter_Client_Prim_Name «Matter_Client_Prim_Name»
Matter_Client_Prim_Name_Display «Matter_Client_Prim_Name_Display»
Matter_Client_Prim_Name_First «Matter_Client_Prim_Name_First»
Matter_Client_Prim_Name_Last «Matter_Client_Prim_Name_Last»
Matter_Client_Prim_Name_Middle «Matter_Client_Prim_Name_Middle»
Matter_Client_Prim_Phone_Work «Matter_Client_Prim_Phone_Work»
Matter_Client_Sec «Matter_Client_Sec»
Matter_Client_Sec_Addr «Matter_Client_Sec_Addr»
Matter_Client_Sec_Addr_Addr1 «Matter_Client_Sec_Addr_Addr1»
Matter_Client_Sec_Addr_Addr2 «Matter_Client_Sec_Addr_Addr2»
Matter_Client_Sec_Addr_City «Matter_Client_Sec_Addr_City»
Matter_Client_Sec_Addr_Country «Matter_Client_Sec_Addr_Country»
Matter_Client_Sec_Addr_Country_Full «Matter_Client_Sec_Addr_Country_Full»
Matter_Client_Sec_Addr_Full «Matter_Client_Sec_Addr_Full»
Matter_Client_Sec_Addr_State «Matter_Client_Sec_Addr_State»
Matter_Client_Sec_Addr_State_Full «Matter_Client_Sec_Addr_State_Full»
Matter_Client_Sec_Addr_Zip «Matter_Client_Sec_Addr_Zip»
Matter_Client_Sec_Phone_Cell «Matter_Client_Sec_Phone_Cell»
Matter_Client_Sec_Email «Matter_Client_Sec_Email»
Matter_Client_Sec_Fax «Matter_Client_Sec_Fax»
Matter_Client_Sec_Phone_Home «Matter_Client_Sec_Phone_Home»
Matter_Client_Sec_Name «Matter_Client_Sec_Name»
Matter_Client_Sec_Name_Display «Matter_Client_Sec_Name_Display»
Matter_Client_Sec_Name_First «Matter_Client_Sec_Name_First»
Matter_Client_Sec_Name_Last «Matter_Client_Sec_Name_Last»
Matter_Client_Sec_Name_Middle «Matter_Client_Sec_Name_Middle»
Matter_Client_Sec_Phone_Work «Matter_Client_Sec_Phone_Work»
Matter_Client_Type «Matter_Client_Type»
Matter_Client_Funds_Operating «Matter_Client_Funds_Operating»
Matter_Client_Funds_Trust «Matter_Client_Funds_Trust»
Matter_ClientIssuedMatterId «Matter_ClientIssuedMatterId»
Matter_DateOpened «Matter_DateOpened»
Matter_DateOpened_Day «Matter_DateOpened_Day»
Matter_DateOpened_Month «Matter_DateOpened_Month»
Matter_DateOpened_Year «Matter_DateOpened_Year»
Matter_DefaultTrustBank «Matter_DefaultTrustBank»
Matter_DefaultTrustBank_AccountName «Matter_DefaultTrustBank_AccountName»
Matter_FileNumber «Matter_FileNumber»
Matter_OwnerName «Matter_OwnerName»
Matter_PONumber «Matter_PONumber»
Matter_UnbilledBalance «Matter_UnbilledBalance»
Matter_UnpaidBalance «Matter_UnpaidBalance»
Updated on May 30, 2018

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