This article shows how to create correspondence within Automated Civil Litigation (ACL)
To create correspondence within ACL, with the file highlighted, click the Correspondence tab
- The Correspondence module contains both template letters (letters that are pre-worded), and General Letters (letters with a blank body).
- All letters will generate with the firm’s letterhead and formatting preferences (font and sizing, etc.), and users can type the body of the letter and edit post-assembly as needed.
** There are regional differences to Correspondence listings, screenshots are for example purposes only**
| Alberta | British Columbia | Ontario |
| 01.0 - General Letters | 00.0 General Letters | 01.0 - General Letters |
| 02.0 Pleadings | 01.0 Pleadings | 02.0 Pleadings |
| 03.0 Affidavit of Records | 02.0 Discovery and Inspection of Documents | 03.0 Affidavit of Documents |
| 04.0 Questioning | 03.0 Examinations | 04.0 Examinations |
|
05.0 Offer to Settle |
04.0 Offers to Settle | 05.0 Offers to Settle |
| 06.0 Request for Trial | 05.0 Case Planning Conference | 06.0 Pretrial Conference |
| 07.0 Orders - Judgement | 06.0 Settlement Conference | 07.0 Simplified Procedure |
| 08.0 Court | 07.0 Listed for Trial | 08.0 Listed for Trial |
| 09.0 Miscellaneous | 08.0 Orders - Judgements | 09.0 Orders-Judgement |
| 10.0 Personal Injury | 09.0 Court | 10.0 Estates |
| 11.0 Accounts | 10.0 Miscellaneous | 11.0 Enforcement of Order |
| 11.0 Accounts | 12.0 Court | |
| 12.0 Personal Injury | 13.0 Miscellaneous | |
| 14.0 Personal Injury | ||
| 14.5 Personal Injury Defence | ||
| 15.0 Accounts |
- Double click any folder to show the letter templates.
- Alternatively, use the Search field to locate a specific template by typing in keywords (ex. examination).
- The templates will filter to display only the letters matching the keywords entered.
- ACL will automatically pull in all relevant parties added to the file depending on which letter is generated. Users can click on Add Recipients to add any other parties from the file or choose a party from the Client and Contact Database.
- Click Remove to remove a party from the dialog.
- Click the arrow keys to move the order of the parties up or down (order they appear in the letter address block).
- Highlight any party on the letter dialog and click cc/bcc to copy or blind copy a recipient.
- Choose the Method of Delivery. Users can choose different and/or multiple methods for each recipient. The selection is not mandatory and may be left blank.
- Enter the salutation.
- Choose the Lawyer/Clerk signing the letter and the Assistant if needed.
- Users can then choose whether there are Enclosures, whether they would like to generate a label or envelope, or if a Fax Cover Sheet is needed.