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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.

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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.
The checklist drives the client’s upload step during intake, the document review queue, and packet readiness.

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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.

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Packet templates

Every case type’s filing packet is a template too:
  • Packet sections, in assembly order — drag to reorder. Remove a section you don’t file with the × on its row, and use Add section to add a Note page (your own text, printed on its own page), a Documents section (checklist documents you pick, filed together), or to put back a Lexfill section you removed.
  • Form sections follow the template’s forms. Add a form under Forms and its section appears in the packet; remove the form and its section goes. A form section can be moved, not removed here.
  • 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. @mention a 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.
Sections marked Lex generates are the ones drafted rather than assembled from files. If a checklist document isn’t filed in any section, the editor says so above the list — a document outside every section never reaches the packet. Existing cases keep every form they already carry: a case that has a form your template no longer lists still gets that form in its packet. Reset a packet template to the Lexfill default at any time — it removes your sections, ordering and instructions and nothing else.