Back to Cookbook

Legal Template Auto-Fill from Client Data

aka “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.

House RecipeWork5 min setup
Try in KiloClawFree 7-day trial

INGREDIENTS

📄Google Docs

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

  1. Upload your templates with field markers
  2. Map fields to your common data sources
  3. When you need a document, provide the matter data
  4. 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
Tags:#legal#templates#document-assembly#automation#productivity