Roles versus Other Cards

Introduction to "Role" and "Other" Cards

The Template as a Play Analogy

It may be helpful to think about your template as a play or movie. The characters in the play are the role cards you will need to add to create to set up the template.

First, identify those "characters". Next, think about the role they are playing in the document and focus on that specific role in the context of that document.

For example, when setting up an engagement agreement template the roles included would be the client(s) and the attorney. For a complaint or a petition, the roles may be plaintiff, defendant 1 and defendant 2. In these two examples, the client and the plaintiff may very well be the same person. But when setting up the templates it is preferable to label the cards using the more specific role. You'll be easily able to assign the same contacts to these different roles when generating your documents.

Numbering of Cards that Could Potentially be Multiples

In the below lists of common family law and estate planning card labels, you may notice that many of the cards include a number after them. For example, Child 1, Attorney 1 or Trustee 2. If there is ever a possibility that there could multiples of a specific role, you should include a number after the card name. This will allow you to build your templates that can accommodate these multiples whenever they arise.

In the family law card labels, Plaintiff and Defendant are not numbered because most family law firms practice exclusively family law. In the divorce/dissolution context there are never multiple plaintiffs or defendants involved. If the organization is also involved in other types of multi-party litigation it would be appropriate to label these cards Plaintiff 1 and Defendant 1.

Common Family Law Role Cards

·     Attorney 1·     Attorney 2·     Opposing Counsel 1 ·     Opposing Counsel 2·     Plaintiff (note: in some jurisdictions this would be Petitioner)·     Defendant (note: in some jurisdictions this would be Respondent)·     Child 1          ·     Child 2          ·     Child 3·     Child 4          ·     Child 5          ·     Court

Common Estate Planning Law Role Cards

·     Attorney 1·     Settlor 1        ·     Settlor 2        ·     Testator 1      ·     Testator 2      ·     Trustee 1       ·     Trustee 2       ·     Alternate Successor Trustee 1        ·     Alternate Successor Trustee 2        ·     Executor 1    ·     Executor 2    ·     Alternate Coexecutor 1       ·     Alternate Coexecutor 2     ·     Souse·     Child 1          ·     Child 2          ·     Child 3          ·     Child 4          ·     Child 5·     Step Child 1  ·     Step Child 2·     Step Child 3·     Disinherited Child 2·     Disinherited Child 3·     Personal Representative 1·     Alternate Personal Representative 1·     Alternate Personal Representative 2·     Attorney in Fact 1·     Attorney in Fact 2·     Agent for Health Care POA 1·     Agent for Health Care POA 2·     Guardian 1·     Alternate Guardian 1·     Alternate Guardian 2·     HIPAA Authorized Person 1·     HIPAA Authorized Person 2·     HIPAA Authorized Person 3·     HIPAA Authorized Person 4·     HIPAA Authorized Person 5·     Primary Physician·     Witness 1·     Witness 2

Other Cards

You can think about the other cards as a way to group fields that don't relate to the role cards.

Let's go back to our template as a play analogy. If the role cards are the characters, the other cards are everything else. The set changes, the dialogue, the lighting, the score, etc.

Remember that the role cards are the persons or entities in a document. The other cards can be used to group anything else that is not inherently connected to the roles.

Stated differently, the other cards are the catch all to organize and group any dates, case numbers, amounts, clauses or miscellaneous fields that make up the template.


Common Family Law Other Card Examples

Below, are some examples of other card labels that could be included in a family law matter:

·     Marriage Information        

·     Matter Information

·     Hearing Information

·     Service Information

Common Estate Planning Other Card Examples

Below, are some examples of other card labels that could be included in an estate planning matter:

·     Trust Information    

·     Will Information

·     Estate Information    


Consistent Labeling and Setting Up Templates for Others

One of the advantages of Lawyaw is that it is completely customizable. The family law and estate planning card label examples above represent the way we would approach labeling these cards, but they are by no means the only way to do it.

Consistency in the labeling of cards (and fields) is important because the same labels can be used for different templates across an organization. It is important to take that extra time before you start setting up template to make sure you have identified the most appropriate labels for your fields and cards. Then, stick with those labels going forward.

When you are setting up a template for someone else, sometimes it helps to make sure you are on the same page as to the card and field labels. Everybody approaches the practice of law differently and has their own preferences and terminology. For example, my card and field labels for a California litigation template might not be exactly the same as someone in another jurisdiction would use. For these reasons, it helps to start any templates with a good plan about the labels that make sense both in the context of that specific template and within the context of the organization more broadly.

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Introduction to Lawyaw
Introduction to Lawyaw
Key Concepts and Terminology
Key Concepts and Terminology
Clio Users: Getting Started
Clio Users: Getting Started
The Platform
The Platform
The Template Builder
The Template Builder
Selecting Documents to Turn Into Templates
Selecting Documents to Turn Into Templates
Creating Model Templates
Creating Model Templates
How Information is Saved: Fields and Cards
How Information is Saved: Fields and Cards
Clio Users: Using Clio Information in Lawyaw
Clio Users: Using Clio Information in Lawyaw
Roles versus Other Cards
Roles versus Other Cards
Prepping Templates
Prepping Templates
Importing Cards and Fields
Importing Cards and Fields
Advanced Topic: Using Copy/Paste to Import Fields and Conditions
Advanced Topic: Using Copy/Paste to Import Fields and Conditions
Adding Cards
Adding Cards
Adding Fields to Cards and Hints
Adding Fields to Cards and Hints
Duplicating Cards
Duplicating Cards
Collapse and Collapse All Cards
Collapse and Collapse All Cards
Inserting Fields and Bulk Insert
Inserting Fields and Bulk Insert
Multiple Choice Fields
Multiple Choice Fields
Formatting Fields
Formatting Fields
Advanced Topic: Formatting your Data
Advanced Topic: Formatting your Data
Deleting Fields
Deleting Fields
Reordering Fields and Cards
Reordering Fields and Cards
Test your Skills #1
Test your Skills #1
Stepping Through Test Your Skills #1
Stepping Through Test Your Skills #1
Adding Rules to Your Templates (Conditions)
Adding Rules to Your Templates (Conditions)
Getting Started with Conditions
Getting Started with Conditions
Advanced Topic: Choosing the Right Design for your Rules
Advanced Topic: Choosing the Right Design for your Rules
Inserting Conditions
Inserting Conditions
Moving Conditions
Moving Conditions
Using Conditions for Multiples
Using Conditions for Multiples
Nested Conditions
Nested Conditions
Triggering Conditions from Multiple Choice Fields
Triggering Conditions from Multiple Choice Fields
Standalone Conditions
Standalone Conditions
Reviewing, Testing and Troubleshooting Conditions
Reviewing, Testing and Troubleshooting Conditions
Test Your Skills #2
Test Your Skills #2
Stepping Through Test Your Skills #2
Stepping Through Test Your Skills #2
More Practice #1
More Practice #1
Generating Documents
Generating Documents
The Journey
The Journey
Assigning Contacts to Roles
Assigning Contacts to Roles
Optional Highlighted Changes
Optional Highlighted Changes
Template Sets
Template Sets
Saving, Editing and Transferring Templates
Saving, Editing and Transferring Templates
Saving Templates
Saving Templates
Editing Templates
Editing Templates
Transferring Templates
Transferring Templates
Deleting Templates
Deleting Templates
Electronic Signatures
Electronic Signatures
Creating the Signature Package
Creating the Signature Package
eSignature: The Client Experience
eSignature: The Client Experience