Email Merge Fields

These merge fields are for use within email tempalates in LEX. Some are specific to Appointment type templates, some Case and some Workflow. This guide  Email Template Creation (Video)   will teach you how to create or amend templates.

Using the merge fields is as simple as typing the text shown below and placing [ ] either side. So to utilise the merge field of barrister name you would enter [BARRISTERNAME].

If you require any help or support in using these templates or to check if a merge field is available but not listed here please contact LEX support by logging a ticket within LEX or email lexsupport@opus2.com

Please see examples at the bottom of this page.

Misc

TODAYSDATE

SOLICITORSREFERENCE

FORMLINK

Barrister

BARRISTERNAME

BARRISTER_NAME

BARRISTER_EMAIL

BARRISTER_TITLE

BARRISTER_POSTTITLE

BARRISTER_FIRSTNAME

BARRISTER_LASTNAME

BARRISTER_HOURLYRATE

BARRISTER_LEGALAIDACCOUNTNUMBER

BARRISTER_BSBENTITYNUMBER

BARRISTER_EXTERNALPRIVACYNOTICE

BARRISTER_ICOREGNUM

BARRISTER_ICOREGDATE

BARRISTER_ICOREGEXPIRYDATE

BARRISTER_TENANT

BARRISTER_ACCOUNTANTNAME

BARRISTER_ACCOUNTANTEMAIL

BARRISTER_BANKNAME

BARRISTER_BANKSORTCODE

BARRISTER_BANKACCOUNTNUMBER

BARRISTER_BANKDETAILSIBAN

BARRISTER_BANKDETAILSSWIFT

Barrister Inc Company

BARRINCCO_NAME

BARRINCCO_REGISTRATIONNUMBER

BARRINCCO_VATREGISTRATIONNUMBER

BARRINCCO_ADDRESS

BARRINCCO_CITY

BARRINCCO_POSTCODE

BARRINCCO_BANKNAME

BARRINCCO_BANKSORTCODE

BARRINCCO_BANKACCOUNTNUMBER

BARRINCCO_BANKDETAILSIBAN

BARRINCCO_BANKDETAILSSWIFT

Case

CASEID

CASE_REFERENCE

CASE_PAYREFERENCE

CASE_CONTACTREF

CASETITLE

CASE_INTERNALTITLE

CASENAME

CASE_DESCRIPTION

CASE_CREATEDBY

CASE_CREATEDDATE

CASE_URN

CASE_COURTREF

CASE_CLIENT

CASE_TYPE

CASE_FUNDING

CASE_BMIF_AREA_OF_PRACTICE

CASE_DEFERPAYMENT

CASE_DEFERMENTPERIOD

CASE_COURTNAME

Billing

BILLINGCONTACTTITLE

BILLINGCONTACTFIRSTNAME

BILLINGCONTACTLASTNAME

BILLINGCONTACTNAME

BILLINGCONTACTCODE

BILLINGCONTACTPHONE

BILLINGCONTACTEMAIL

Statement

STATEMENTCONTACTTITLE

STATEMENTCONTACTFIRSTNAME

STATEMENTCONTACTLASTNAME

STATEMENTCONTACTNAME

STATEMENTCONTACTCODE

STATEMENTCONTACTPHONE

STATEMENTCONTACTEMAIL

Correspondent Firm

CORRESPONDENTFIRM_NAME

CORRESPONDENTFIRM_CONTACT

CORRESPONDENTFIRM_CONTACTREF

Fees

FEE_LASTFEENOTEDATESHORT

FEE_LASTFEENOTEDATESHORTWITHTEXT

FEE_LASTFEENOTEDATEFULL

FEE_LASTFEENOTEDATEFULLWITHTEXT

FEE_LASTLETTERDATESHORT

FEE_LASTLETTERDATEFULL

Company 

COMPANYNAME

COMPANYCODE

COMPANYPHONE

Contact

CONTACTTITLE

CONTACTLASTNAME

CONTACTFIRSTNAME

CONTACTNAME

CONTACTCODE

CONTACTPHONE

CONTACTEMAIL

Logged in user

LOGGEDINUSERNAME

LOGGEDINUSEREMAIL

LOGGEDINUSER_FIRSTNAME

LOGGEDINUSER_MERGE_NAME_1

LOGGEDINUSER_MERGE_NAME_2

LOGGEDINUSER_MERGE_PHONE_1

LOGGEDINUSER_MERGE_PHONE_2

LOGGEDINUSER_MERGE_EMAIL_1

LOGGEDINUSER_MERGE_EMAIL_2

Appointment

APPOINTMENT_TYPE

APPOINTMENT_DATE

APPOINTMENT_ENDTIME

APPOINTMENT_STARTTIME

APPOINTMENT_DESCRIPTION

APPOINTMENT_GROUPCOUNT

APPOINTMENT_HEARINGTYPE

APPOINTMENT_CONFERENCETYPE

APPOINTMENT_LOCATION

APPOINTMENT_JUDGE

APPOINTMENT_ESTIMATEDTIME

APPOINTMENT_COURTNUMBER

APPOINTMENT_COURTNAME

APPOINTMENT_SUBJECT

APPOINTMENT_NOTES

APPOINTMENT_FREEBUSYSTATUS

CBP

CBP_LASTPAYMENT

CBP_LASTWORK

CBP_BILLEDAMOUNT

CBP_BILLEDVAT

CBP_TOTAL

CBP_AMOUNT

CBP_VAT

CBP_TOTALAMOUNTDUE

CBP_TOTALFEES

CBP_FEEAMOUNT

CBP_TOTALPAYMENTS

Legal Aid Cert

LEGALAIDCERTIFICATE_DATE

LEGALAIDCERTIFICATE_TITLE

LEGALAIDCERTIFICATE_LASTNAME

LEGALAIDCERTIFICATE_INITIALS

LEGALAIDCERTIFICATE_NUMBER

LEGALAIDCERTIFICATE_NAME

Invoice

INVOICE_NUMBER

INVOICE_OUTSTANDINGAMOUNT

INVOICE_OUTSTANDINGVAT

INVOICE_OUTSTANDINGTOTAL

Paperwork 

PAPERWORK_STARTDATE

PAPERWORK_ENDDATE

PAPERWORK_DESCRIPTION

PAPERWORK_HOURLYRATE

PAPERWORK_ESTIMATEDTIME

PAPERWORK_ESTIMATEDJOBCOST

Case Document

CASEDOCUMENT_DATE

CASEDOCUMENT_TYPE

CASEDOCUMENT_NOTES

CASEDOCUMENT_LOCATION

CASEDOCUMENT_BARRISTER

Brief

BRIEF_BARRISTER

BRIEF_DATE

BRIEF_LOCATION

BRIEF_NOTES

BRIEF_APPDATE

BRIEF_APPTYPE

Contract 

CONTRACT_PAYMENTPERIODDAYS

CONTRACT_DESCRIPTION

CONTRACT_NAME

CONTRACT_PUBLISHEDDOCUMENTURL

CONTRACT_COMBARPAYMENTBASIS

CONTRACT_HOURLYRATE

CONTRACT_FEENOTEINVOICEFOOTER

CONTRACT_INTERESTPERCENT

CONTRACT_LIMITATIONOFGENERALLIABILITY

CONTRACT_VALIDTODATE

CONTRACT_VALIDFROMDATE

CONTRACT_MINIMUMINSURANCECOVER

CONTRACT_COMPLETEDPERIODDAYS

Document 

DOCUMENT_NAME

DOCUMENT_NOTES

Privacy

PRIVACYANDCONSENT

PRIVACYANDCONSENTNOLI

Examples

Email for receipt when fully paid leaving no outstanding balance:

 Dear [CONTACTFIRSTNAME] [CONTACTLASTNAME],

Please see attached receipt in relation to payment for [BARRISTERNAME] ref case [CASENAME]/[CASEID].

Please don't hesitate to contact us if you have any queries.


Kind regards,
[LOGGEDINUSERNAME]
[LOGGEDINUSEREMAIL]

Email for receipt when part paid leaving an outstanding balance:

Dear [CONTACTFIRSTNAME] [CONTACTLASTNAME],

Please see attached receipt in relation to payment for [BARRISTERNAME] ref case [CASENAME]/[CASEID].

This leaves an outstanding balance for [BARRISTERNAME] on this case of [CBP_TOTAL].

Please don't hesitate to contact us if you have any queries.

Kind regards,
[LOGGEDINUSERNAME]
[LOGGEDINUSEREMAIL]

Email for a statement on invoice case:

Dear [CONTACTNAME], 

Please see attached statement along with copy invoices for [BARRISTERNAME] ref case [CASENAME]/[CASEID]. 

Total outstanding balance on this case for all invoices is [CBP_TOTAL]. 

The last work done on this case was [CBP_LASTWORK] which is now over 90 days. 

Please don't hesitate to contact us if you have any further queries.

Kind regards, 

[LOGGEDINUSERNAME] [LOGGEDINUSEREMAIL]

Email to inform a barrister of a new appointment:

Good afternoon [BARRISTERNAME],

I have just added a new [APPOINTMENT_TYPE] for [APPOINTMENT_STARTTIME], [APPOINTMENT_DATE], [APPOINTMENT_LOCATION].

This is with reference to [CASENAME]/[CASEID]. 

This instruction is from [CONTACTNAME] at [COMPANYNAME]. Contact T: [CONTACTPHONE]

Thanks, 

[LOGGEDINUSERNAME] 

[LOGGEDINUSEREMAIL]