Communications
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      Communication Templates

      Learn how Nojumi can create and manage communication templates for your law practice

      Nojumi allows you to create custom communication templates for your matters and entities and use them in your practice to generate sophisticated correspondence instantly. You can insert merge fields in the templates to personalize them and have them reflect the circumstances of the matter. 

      How to Create a New Communication Template

      To add a communication template

      1. Go to Settings -> Firm Defaults -> Communication Settings

      2. On the Communication Settings form click on Add New Communication

        1. Matter Type - Select a practice area
        2. Name - Give the communication a name. Pick a name that is descriptive and helps you locate the communication easily. The name won't be shown to anyone outside of your firm.
        3. Recipients, CC, and BCC - Select the recipients, cc, and bcc of the communication by role in the matter. 
        4. Subject - Enter the subject of the communication



        5. Body - Enter the body of the communication. If you wish to add a merge field, click on the gear icon and select the merge field. Merge fields take their values from the matter's forms. 



        6. Add the attachments by selecting from among the upload bins of the matter
        7. Click on Save and close