Email & consent templates

Two settings pages let you put your firm’s voice and brand on the documents and messages that reach clients: Email templates for outbound email, and Consent templates for the documents clients sign. Both support merge fields so a client’s details drop in automatically.

Email templates

Open Administrative → Email templates.

These are the outbound emails your firm sends clients. Each is template-driven with merge fields like {{client_first_name}}, {{case_name}}, and {{appointment_date}}. The defaults are plain-English starters; customize the body, the from-name, and the reply-to per template so every message reads as your firm.

Templates worth customizing first:

• Intake request — sent when you generate an intake link for a client.
• Document request — when you’re asking for a passport scan, tax return, or other evidence.
• Case status update — your standard “here’s where we are” check-in.
• Filing confirmation — sent when you finalize a USCIS filing.

You don’t have to customize all of them at once. The defaults work; come back as you settle on your firm’s voice.

Send yourself a test

After editing a template, trigger it against a test client (or your own address) so you can see the merged result and your branding before a real client does.

Consent templates

Open Administrative → Consent templates.

Consent templates are the firm-to-client documents your clients sign — engagement letters, scope-of-work, retainer agreements, fee schedules, translator certificates. A starter set covers the most common practice needs:

• General engagement letter
• Limited-scope representation
• Flat-fee fee agreement
• Hourly fee agreement
• Translator certificate

Edit any of them, mark some active and others inactive, or add your own custom templates. Like email templates, they carry merge fields so client and case details fill in per signing.

When a client signs — a drawn signature on a canvas pad — the completed PDF lands on that client’s Documents tab, bound to that specific client.

Consent templates vs. the service agreement

Consent templates are the firm-to-client documents you can add and edit freely here. Your firm’s primary client contract lives on its own Service agreement page. Both are signed the same way — a drawn signature that files the copy onto the client’s record.

Branding carries through automatically

You don’t set logos or colors on these pages. Both email and consent templates inherit your firm’s brand from the Organization page — so when you update your logo or accent color there, every template picks it up without re-editing.