Merge Client Data

1Intake form

Pick the client's intake form from the client folders; it fills the review form

Check the answers before merging, or type them in by hand

The matching template is pre-selected; step 4 loads it into a blank document by itself

Advanced

Fills this document (a blank one gets the step 3 template first) and finds or makes the client folder

Fee agreement

Program

Matters

Other docs

Fee (the attorney's quote)

No fee yet

Signed by

Client changes

Open the merged draft. Changes saved to the intake after Ready for drafting are listed to find and replace here, one place at a time.

After the clients sign: open the saved draft and put in the dates left blank at the merge

Replace a page

1 · Tick what changed

Trust signed on

Letter date

Also date the trust's and the Certification's signature lines (only if they were left blank at the signing)

Certification of Trust, Instructions to Trustee, cover letter. Nothing else changes; running it again replaces the dates.