Creating and Using Templates in Lawyaw

In this course we will teach you how to turn Microsoft Word documents into model templates using the Lawyaw Template Builder.

Introduction to Lawyaw
Key Concepts and Terminology
3:49
Clio Users: Getting Started
6:29
The Platform
4:33
The Template Builder
3:27
Selecting Documents to Turn Into Templates
5:10
Creating Model Templates
How Information is Saved: Fields and Cards
2:53
Clio Users: Using Clio Information in Lawyaw
12:53
Roles versus Other Cards
4:24
Prepping Templates
1:40
Importing Cards and Fields
0:53
Advanced Topic: Using Copy/Paste to Import Fields and Conditions
1:15
Adding Cards
2:44
Adding Fields to Cards and Hints
2:15
Duplicating Cards
0:34
Collapse and Collapse All Cards
0:31
Inserting Fields and Bulk Insert
2:33
Multiple Choice Fields
2:03
Formatting Fields
0:49
Advanced Topic: Formatting your Data
1:56
Deleting Fields
0:34
Reordering Fields and Cards
0:28
Test your Skills #1
Stepping Through Test Your Skills #1
12:14
Adding Rules to Your Templates (Conditions)
Getting Started with Conditions
3:46
Advanced Topic: Choosing the Right Design for your Rules
5:13
Inserting Conditions
3:30
Moving Conditions
1:09
Using Conditions for Multiples
3:07
Nested Conditions
1:48
Triggering Conditions from Multiple Choice Fields
3:03
Standalone Conditions
4:11
Reviewing, Testing and Troubleshooting Conditions
3:06
Test Your Skills #2
Stepping Through Test Your Skills #2
18:46
More Practice #1
8:19
Generating Documents
The Journey
1:04
Assigning Contacts to Roles
1:17
Optional Highlighted Changes
1:17
Template Sets
2:05
Saving, Editing and Transferring Templates
Saving Templates
1:34
Editing Templates
1:31
Transferring Templates
1:09
Deleting Templates
0:36
Electronic Signatures
Creating the Signature Package
1:33
Signature Trail
1:22