The Template Builder

Introduction to the Lawyaw Template Builder

The Template Builder is where you will go to set up, edit and save your model templates.

Installing the Template Builder

Feel free to skip this step if you have already downloaded the Lawyaw Template Builder.


There are two ways to download the Template Builder:

(1) Download the pre-coded client correspondence document in your account
  • Navigate to the Templates tab in your Lawyaw account
  • Locate the template named "Training_Client Correspondence"
  • Click on the "Actions" button and choose "Draft New Document"
  • Click on "Next" and then "Generate Word Document"
  • Click on "Download"
  • Open the downloaded document. This will install the Lawyaw Template Builder automatically.

(2) Download the Template Builder from the Microsoft Word Add-In Store

You can also download the Template Builder through the Microsoft Word Add-In Store.

  • First go to the Insert menu.
  • Then under Add-ins select "Get Add-ins"
  • Next search for "Lawyaw" to find the Lawyaw Template Builder.
  • Click "Add"

The Template Builder Lives in Microsoft Word

After you have initially installed the Template Builder, you are able to open it through the Lawyaw logo on your Microsoft Word ribbon.

Screen Shot 2020-11-05 at 11.16.14 AM.png

Setting Up a Template is More Art than Science

In the lessons that follow, you will learn some best practices and strategies to help you successfully set up templates. One thing to keep in mind is that setting up a template is more art than science.

You should be flexible in the way you approach setting up templates. If you're too mechanical, you may miss the nuances of the document and the template may not be as complete or effective as it could be. Often times, there may be some trial and error before you get it right.

Relationship Between the Template Builder and the Platform

The Template Builder and the Platform are inherently connected because setting up templates in the Template Builder is how the "Journey" that will be followed to generate documents from the template through the Platform is built.

Get a Jumpstart

You can request up to 5 free templates to add to your account here. These jumpstart templates -- spanning several jurisdictions and practice areas -- provide some examples that can help you convert your documents into model templates, but the jumpstart templates also can be used to get you up and running with Lawyaw while you develop your own custom templates. (You also can use Template Builder to modify the jumpstart templates to fit your practice!)

Template Services

What some help getting started? We have a team of legal professionals that are available to create your templates for you. If you would like more information, or an estimate for your documents, let us know.

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Up next

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
Signature Trail
Signature Trail