Getting Started with Conditions

Adding Rules to Templates (Using Conditions)

One of the benefits of using Lawyaw templates is that they are flexible and can adjust dynamically for the specific client and matter on which your are working. Fields provide the first level of flexibility in your template. Conditions offer an additional level of variability. Conditions allow you to add rules to your templates, to adjust your document text for the client and matter.

In Lawyaw, conditions are bookends that bracket the text you want to include (or exclude) based on the rules you build. Many templates can be set up without conditions, but conditions make it possible to turn complex documents into templates. When conditions are inserted, an opening tag and a closing tag are added to your document; these tags are color-coded to help you track your rules and variable text.

Types of Conditions

There are two types of conditions that you can use:

1. The first triggers off an existing field already used in your template. For example, you may want to include a clause if the client is married, so your condition would trigger when the spouse exists (or, the Full Name exists on the Spouse card).
2. The second type is a standalone conditions, which is not based on any existing field in your document. For this type, you create a condition that asks the user a question to determine what text is included in the document.

Examples

In the subsequent lessons, you’ll learn more about when to use and how to set up your conditions. For now, here are some examples of how you can make conditions work for you:

• Conditions can be used to insert text based on a user’s response to a question. (Standalone Conditions)
• Conditions can be used to simplify the Journey for the user; that is, conditions can insert variations of similar text based on one Field (for example, pronouns). (Parallel Insertions)
• Conditions can be used to add text based on what the user enters into an existing field in your template. (Field-Based Conditions)
• Conditions can be nested; that is, you can add conditional or optional text within another optional text block or clause. (Nested Conditions)

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