Documents from an Appointment

You've created an appointment for a meeting with the client. Now let ParaLaw create a confirmation letter to send to the client.

 

First, right-click the appointment and select "Create a Document".....

 

 

Now select the letter you wish to create.....

 

 

And ParaLaw does the rest! The contact information, meeting date and time, and location are automatically filled in for you.