Case templates
The Firm Library holds every kind of case your firm runs as a reusable template. Open one to tailor its forms, its document checklist, and its filing packet — your changes apply to every new matter of that type. Templates are filtered by category, by the forms they file, and by status: Lexfill default or Customized. A customized template is badged, so you always know which ones your firm has changed.The document checklist
Each template lists what it asks people to provide, and each item is either Required or If it applies — toggle between them.- Add a document from your other case types, or create one only your firm asks for.
- Remove anything you never ask for.
- Reset to Lexfill default discards your changes and restores the standard checklist.
Who answers what
Each form in a template can be split between the client questionnaire and the attorney worksheet — move a question across to change who answers it. Questions the client never should see (legal strategy, system fields) belong on the worksheet.Question wording can’t be edited — it’s localized for clients across every
intake language. What you
control is which questions are asked, of whom.
Packet templates
Every case type’s filing packet is a template too:- Packet sections, in assembly order — drag to reorder.
- Instructions for Lex, per section — your template language, the points you always make. Lex follows them when drafting and QA-checking that section.
- Packet instructions, firm-wide for that packet.
@mentiona teammate to route related tasks to them. - Letterhead — logo position and whether the firm name appears, applied to every page Lex generates: cover letter, table of contents, notes.