Template Filler
Engagement letters, NDAs, and motions populated in seconds
Maintains your template library and populates documents from client intake data or structured inputs. No more find-and-replace across 30-page templates. Generates practice-area-specific documents with all the right details filled in.
INGREDIENTS
PROMPT
Create a skill called "Template Filler" for a lawyer. Maintain a library of my document templates — engagement letters, NDAs, motions, discovery requests, corporate resolutions, demand letters, and any other templates I upload. Each template uses field markers like {{ClientName}}, {{AdverseParty}}, {{EffectiveDate}}, {{MatterNumber}}, etc. When I need a document, I'll tell you which template and provide the data (or point you to existing matter data). Populate every field throughout the document. Handle conditional sections — for example, an engagement letter might include a contingency fee section only for PI cases. Support batch generation — given a data set, generate multiple documents (e.g., subpoenas for a list of witnesses). Output as a Word document.
How It Works
Your firm has templates for everything — engagement letters, NDAs, motions,
discovery requests, corporate resolutions. This skill fills them all from
a single set of inputs, consistently and completely.
What You Get
- Template library with version tracking
- Auto-population from intake data, matter info, or manual input
- Smart field mapping (client name fills everywhere it appears)
- Conditional sections (include/exclude clauses based on matter type)
- Output in Word format ready for review and editing
- Batch generation (multiple documents from the same data set)
Setup Steps
- Upload your templates with field markers
- Map fields to your common data sources
- When you need a document, provide the matter data
- Review the populated document
Tips
- Mark template fields consistently — use {{ClientName}}, {{EffectiveDate}}, etc.
- Build templates for your most-used documents first — engagement letters, NDAs, standard motions
- Use conditional sections for practice-area variations in engagement letters
- Always run Draft Error Checker on the output before sending