Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Custom Formats

Custom letters overview

Practice CS lets you create custom letters that you can send to your clients, contacts, staff, offices, or others. Using the Custom Formats screen, you can format these letters to meet your needs, add a logo or other graphics, and print addresses and other information automatically using information from your database.

Types of letters

When you create a new custom letter, you'll need to select the type of letter: Client, Contact, Firm, Office, or Staff. This selection determines the subset of contacts who you can automatically address the letter to, and also determines which fields you can select from the Fields pane to include on the letter.
  • You can address a Client letter automatically to your firm’s clients, using the mailing address entered for the client on the Contact Info tab of the Clients setup screen. You can add information from client-related fields to the letter.
  • You can address a Contact letter automatically to any contact: clients, standalone contacts, staff members, and offices, using the mailing address entered for the contact. You can add information from contact-related fields to the letter.
  • You'll need to address a Firm letter manually to its recipients. You can add information from firm-related fields to the letter.
  • You can send an Office letter to the primary contacts for each of your firm’s offices, using the mailing addresses entered for the offices on the Contact Info tab of the Office setup screen. You can add information from office-related fields to the letter.
  • You can address a Staff letter automatically to your firm’s staff members, using the mailing address on the Contact Info tab of the Staff setup screen. You can add information from staff-related fields to the letter.
If you choose to email letters to recipients, the letters will be emailed as attachments using the primary email addresses entered on the Contact Info tab on the relevant setup screen.

Create and modify letters

In many cases, you'll need to copy an existing letter format and edit the text of the letter before selecting recipients and printing or emailing.
You may also want to search the Practice CS Library portlet for letter formats that you can customize for your firm’s needs.

This article applies to:

  • Product: Practice CS