Edit Email Templates

Customize the client emails ClerqLegal sends in English, Spanish, Armenian, and Arabic, so they match your firm's voice.

1. Open the Email Templates tab

   In the left sidebar under Administration, open Admin Settings, then select the Email Templates tab. You'll see every template your firm has configured.

   

2. Edit a template (or add a new one)

   In the Actions column, click the pencil (edit) icon next to the template you want to change. To create a brand-new template instead, click + Add Template at the top right.

3. Name it descriptively, then edit the content

   In the Edit Template window, give it a clear Template Name (e.g. "I-360 Receipt Notice") so the AI can match it to the right notice. Switch between the English, Spanish, Armenian, and Arabic tabs and edit the body with the rich-text toolbar. Use placeholders like [Client Name] and [I-360 Receipt#] where personal details should go.

   Bad: "Customer notification template"  ·  Good: "I-360 Receipt Notice"

   

4. Save the template

   Click Save Template at the bottom of the window to apply your changes.

5. Confirm it saved

   A green "Template … saved successfully!" banner appears at the top of the Admin Panel.

   

Next steps

Google Drive→ Auto-file notices into Google Drive folders. OneDrive→ Auto-file notices into OneDrive folders. Manage calendar rules→ Control how deadlines and hearings are calculated.