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LegalMation's built-in template library is a great resource, but you can unlock even greater efficiency and personalization by building and managing your own collection of custom templates. This guide walks you through the process.

  Open a new, blank document in LegalMation. 

  Write or copy-paste your desired document structure and content. 

  Use LegalMation's formatting tools to create a visually appealing and organized template.

  Include placeholders (fields) for information that will be customized for each client. Use variables for dynamic data or calculations if needed.

  Click "Save" and give your template a clear and descriptive name.

  Organize your templates into folders within your LegalMation workspace. 

  Clearly label your templates for easy identification and retrieval. Use tags to categorize templates based on their specific content or purpose.

  As legal requirements evolve, regularly update and revise your custom templates to ensure accuracy and compliance.

  Share your custom templates with colleagues or team members to foster collaboration and standardize document creation.

  Leverage LegalMation's collaboration features to allow team members to suggest revisions, provide feedback, or work on templates together.

 Track changes and revisions to your templates to maintain version history and preserve accurate documentation.

 Use consistent formatting, naming conventions, and folder structures to maintain a well-organized library. 

 Make your templates readily accessible to your team members and keep them up to date.

  Ensure LegalMation is your central repository for all of your custom templates. 

  Regularly review and refine your template library to enhance efficiency and accuracy.

By creating and managing your own template library, you can streamline workflows, reduce document creation time, and ensure consistency in your legal practice. Leverage the power of LegalMation's platform to create a personalized and efficient legal document process.

Understand how to create and organize your own custom templates for recurring documents within LegalMation.

Creating and Managing Your Own Template Library

Customizing LegalMation Templates to Fit Your Specific Needs

LegalMation's pre-built templates provide a fantastic foundation, but often require customization to perfectly align with your specific client situations and legal requirements. This guide explains how to tailor templates to your unique needs.

 Legal documents are inherently unique, so adapting templates to your specific circumstances is essential.

  LegalMation's templates are designed to be flexible, allowing you to modify them without compromising their structure or format. 

 While LegalMation offers a vast template library, don't feel restricted by them. You can customize to create documents that precisely match your client's requirements.

 You can readily incorporate additional clauses or remove unnecessary ones. 

  Edit sections of the template to incorporate specific details, explanations, or legal nuances relevant to your situation.

 LegalMation's robust field and variable system enables dynamic data insertion and calculation.

 Use LegalMation's formatting options (fonts, styles, borders, tables) to enhance the visual appearance and structure of your document.

 Don't forget to save your customized template so you can use it again in the future.

  Carefully review the template before and after customization to ensure everything aligns with your needs and the client's situation.

 Maintain compliance with legal standards and industry best practices while customizing.

   Consider creating different versions of a template if you frequently customize it for various clients or situations.

By mastering the art of template customization, you can leverage LegalMation's platform to create highly customized and personalized legal documents that meet your client's specific needs.

Learn how to modify existing templates to align with specific legal requirements and client preferences.

Customizing Templates to Fit Your Needs

LegalMation's extensive library of pre-built legal document templates is a game-changer for busy legal professionals. This guide will help you navigate the template library and leverage these pre-designed documents to streamline your workflow and create professional legal documents quickly.

  Open your LegalMation account and navigate to the "Templates" or "Library" section of the platform.

 The template library is organized into categories, such as:

  Enter keywords related to the type of document you need (e.g., "Non-Disclosure Agreement," "Employment Contract," "Lease Agreement").

 Refine your search results by selecting the relevant category from the dropdown menu.

  Before choosing a template, click on it to view a preview of the document's content and format.

  Carefully review the preview and make sure the template's content and structure match your needs.

Click "Use Template" or "Generate from Template":

 The selected template will open in the LegalMation document editor.

 Make sure the template's content and structure are aligned with your legal practice and the specific client situation.

  Choose templates that match the complexity of the legal document you're creating.

  Don't be afraid to modify existing templates to create custom documents.

  Many templates offer pre-made clauses (e.g., confidentiality clauses, termination clauses) that you can readily incorporate. 

Explore LegalMation's extensive template library and start leveraging these professionally designed documents to save time, minimize errors, and ensure consistent high-quality legal work output.

Discover LegalMation's library of pre-made templates for common legal documents and learn how to use them.

Templates & Libraries

Creating and Managing Your Own Template Library

Customizing Templates to Fit Your Needs

Finding and Using Pre-Built Templates