Open the matter.

Make sure you're on the Details & Correspondence tab.

Click Forms & Templates.

The Forms & Templates window will open.

Make sure you're on the Browse tab.

Navigate to the location where you would like to create a new Clause template.

Right-click on the right pane of the Forms & Templates window then select New > Word or Excel Template.

Select Blank Document for the Document Type.

Select the Select None option in the Recipient.

Click OK.

The template will open in Microsoft Word.

Enter the clause and save the template with a distinctive name.

Right-click the template and select Change > Templates’s Class > Clause.

Open the matter.

Make sure you're on the Details & Correspondence tab.

Click Forms & Templates.

The Forms & Templates window will open.

Find and open a Word template.

Click the Insert Clause button in the Advanced Functions section of the LEAP ribbon.

The Insert Clause window will open on the right of the document.

Place the cusor in the template where you want to insert the clause and click to position it.

Find and select a clause within the Insert Clause window.

Double-click the clause to insert into the document.

When you are done, click Save & Close.