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How to add Bar Numbers automatically to Advanced Templates When There Are Multiple Attorneys at the Firm
How to add Bar Numbers automatically to Advanced Templates When There Are Multiple Attorneys at the Firm
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Written by Eszter
Updated over a week ago

If you have multiple attorneys at the firm who can sign a document, you can easily bring data from MyCase, for example, the Lead or Originating Attorney's Full Name, Cell Phone, Email, Title, Billing Rate, and Billing Type.
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To add Bar Numbers to your Advanced Templates, you can create a conditional field.
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Step 1: Create the Attorney Name field

  • Map it with Firm Staff and Titles > Full Name

  • Select if you need the Lead or Origination Lawyer's information
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Step 2: Create a conditional field to auto-populate the bar numbers

  • Make sure that you type the Attorney Name in the IF statement exactly how it appears in MyCase

  • Each attorney will have an IF statement within the same conditional field. To add more bar numbers click the "Add a condition"
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At the time of drafting the Attorney Name will be auto-populated with the Attorney's name who got assigned to the Case. The Bar number will auto-populate based on this name.

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