Why use a custom template
Many firms already have a preferred engagement letter format they want to preserve.
MatterFlow Legal supports PDF, DOC, DOCX, and HTML templates so you can align generated documents with your firm’s existing language and formatting.
Where to upload it
Upload your template in Settings → Firm Settings.
Once uploaded, MatterFlow Legal uses that template when generating engagements for your firm.
Testing recommendation
After uploading a template, generate a sample engagement and inspect spacing, branding, and signature placement before sending anything to real clients.