Template Library
Real-world Workflow Docs templates — fully anonymized and ready to use as a starting point. Download any template, customize the text and variable names for your organization, and upload it to your Workflow Docs configuration.
Each template demonstrates different Workflow Docs features. All identifying information (organization names, addresses, phone numbers, logos) has been replaced with generic placeholders.
Retainers & Agreements
General Retainer Agreement
A standard retainer agreement that collects client acknowledgment and signatures. Demonstrates multi-client handling, signature collection, a checkbox list of services covered, and a date field.
Features demonstrated: clients[0], advocate, today(), | ask(options=[...]), | request(question=...)
⬇ Download retainer-general.docx
Divorce Retainer (No Children)
A matter-specific retainer for divorce cases without minor children. Shows how to scope a retainer to a specific practice area and add matter-type-specific scope language.
Features demonstrated: clients[0], today(), | ask(datatype="area"), | request
⬇ Download retainer-divorce.docx
Case Acceptance Letter
A formal letter confirming that a client's case has been accepted for representation, outlining the scope of services. Useful as a complement to a retainer agreement.
Features demonstrated: clients[0], advocate, legalserver_case.id, today(), | ask(datatype="area")
⬇ Download case-acceptance-letter.docx
Three-Party Agreement
An agreement involving the client, the legal aid organization, and a third party (such as a referring pro bono attorney). Illustrates how to collect signatures and acknowledgments from multiple parties in a single document.
Features demonstrated: clients[0], advocate, | ask(question=...), multi-party signature blocks
⬇ Download three-party-agreement.docx
Acknowledgment of Understanding (MOU)
A memorandum of understanding / acknowledgment form for clients entering a program with specific conditions. Shows how to collect a brief narrative description of agreed terms alongside a client signature.
Features demonstrated: clients[0], today(), | ask(datatype="area"), | request
⬇ Download acknowledgment-of-understanding.docx
Intake Forms
Citizenship Attestation
A one-page attestation form used during intake to document a client's immigration or citizenship status. Shows how to use a radio-button-style options list and collect a dated signature.
Features demonstrated: clients[0], today(), | ask(options=[...]), | request
⬇ Download citizenship-attestation.docx
General Release of Information
A HIPAA-style release authorizing disclosure of client information to specified third parties. Illustrates freeform recipient fields, expiration date, and purpose checkboxes.
Features demonstrated: clients[0], today(), | ask(question=...), | request, scope_of_service | ask(options=[...])
⬇ Download release-of-information.docx
Client Communications
Advice Letter
A general legal advice letter for cases where the organization is providing advice-only (non-representation) services. Shows how to pull in case description data from LegalServer and include a free-text advice narrative.
Features demonstrated: clients[0], advocate, legalserver_case, today(), | ask(datatype="area")
Referral Letter (Bilingual)
A bilingual (English/Spanish) referral letter that directs a client to another organization for services. Demonstrates the document_language variable pattern for generating language-specific content within a single template, and hyperlinks to referral resources.
Features demonstrated: clients[0], advocate, document_language | ask(options=["English","Spanish"]), bilingual content blocks, hyperlinks
⬇ Download referral-letter.docx
Limited Assistance Representation (LAR) Notice
A notice sent to clients being served under a limited assistance representation arrangement, describing the scope of services the attorney will and will not provide. Shows how to capture a free-text scope description and collect a signature acknowledging the limitations.
Features demonstrated: clients[0], advocate, lar_scope | ask(datatype="area"), today(), | request
⬇ Download limited-assistance-notice.docx
Rejection Letters
Rejection — Conflict of Interest
A closing letter sent when a case is declined due to a conflict of interest. Provides a neutral, professional explanation and directs the client to other resources.
Features demonstrated: clients[0], advocate, today(), legalserver_case.id
⬇ Download rejection-conflict.docx
Rejection — Over Income
A closing letter sent when a prospective client's income exceeds the program's eligibility threshold. Includes referrals to private bar and other resources.
Features demonstrated: clients[0], advocate, today(), | ask(options=[...])
⬇ Download rejection-over-income.docx
Rejection — Lack of Resources
A closing letter sent when a case is declined because the organization lacks the capacity or resources to take it on at this time. Sympathetic in tone with referrals to other assistance.
Features demonstrated: clients[0], advocate, today(), scope_of_service | ask(options=[...])