What is a Merge Tag?
A merge tag is a data point that can be pulled from a case or the firm's settings and then merged into any document.
Firm Created Merge Tags vs. Standard Merge Tags
NextChapter provides a library of pre-created merge tags that pull standard data from the firm's settings or from the case. This list continues to grow as we add more content and as we receive more requests and feedback.
Firm created merge tags generated by the custom fields created by the firm. These fields and the corresponding merge tags are unique to each firm. Learn more about how to create firm created tags here.
Standard Merge Tag Glossary
Below you can find a list of all standard tags with a brief description explaining where the data is pulling from (within the case or firm settings) and the format of how the data will merge into the document. The tags are divided by General and Bankruptcy. General merge tags are shown in all cases. Bankruptcy merge tags are only shown in cases where the area of law is Bankruptcy.
General Tags
Attorney Email Address - This tag is used to pull the email address saved for the attorney assigned to the case.
My Account Settings > My User Profile (for the attorney) > Email
Attorney Name - This tag is used to pull the full name of the attorney assigned to the case. amount of attorney's fees that will be collected for the case.
My Account Settings > My User Profile (for the attorney) > Attorney Name
Attorney Signature Block - This tag pulls all of the attorney's information that is assigned to the case into a signature block.
Format:
/s/ Attorney name
Attorney name (Bar Number)
Law Firm name
Address 1
Address 2
City, State Zip
Attorney for Debtor
Attorney State Bar Number - This tag is used to pull the State Bar Number saved for the attorney assigned to the case.
My Account Settings > My User Profile (for the attorney) > State Bar Number
Business Name - If a case was created with a business as the client, this tag generates the Business Name.
New Case > Business Name
Case Number - This tag generates the case number assigned to the case.
Client Profile > Filing Information > Case Number
Client Address - This tag pulls the address listed in the client's contact information.
Case Dashboard > Client Contact Information > Address
Format:
Address 1, Address 2 (if any), City, State, Zip
Client Street 1 - This tag will pull the client's street address.
Case Dashboard > Client Contact Information > Address
Client Street 2 - This tag will pull the client's address.
Case Dashboard > Client Contact Information > Address
Client City - This tag will pull the client's residential city.
Case Dashboard > Client Contact Information > Address
Client State - This tag will pull the client's state.
Case Dashboard > Client Contact Information > Address
Client Zip - This tag will pull the client's zip code.
Case Dashboard > Client Contact Information > Address
Client Full Name - This tag will pull the client's full name.
Case Dashboard > Case Information
Client First Name - This tag will pull the client's first name.
Case Dashboard > Case Information
Client Initial - This pulls the first, middle, and last initial of the client's name.
Case Dashboard > Case Information
Format:
ABC
Client Last Name - This tag will pull the client's last name.
Case Dashboard > Case Information
Client Middle Name - This tag will pull the client's middle name.
Case Dashboard > Case Information
Client Subject Pronoun (he/she/they) - This tag will merge the possessive pronoun assigned to the Client.
Case Dashboard > Client Contact Information > Pronouns
Client Object Pronoun (him/her/them) - This tag will merge the object pronoun assigned to the Client.
Case Dashboard > Client Contact Information > Pronouns
Client Possessive Adjective (his/hers/their) - This tag will merge the possessive adjective assigned to the Client.
Case Dashboard > Client Contact Information > Pronouns
Client Possessive Possessive Pronoun (his/hers/theirs) - This tag will merge the possessive pronoun assigned to the Client.
Case Dashboard > Client Contact Information > Pronouns
Client Possessive Reflexive Pronoun (himself/herself/themselves) - This tag will merge the reflexive pronoun assigned to the Client.
Case Dashboard > Client Contact Information > Pronouns
Client Signature - This tag generates the client's electronic signature.
Format: /s/ First Middle Last
Current Date - This tag generates the current date.
Format: MM/DD/YYYY
Document Checklist - This will generate a bulleted list of all documents that have not been checked off in the case.
Client Dashboard > Docs Checklist (Learn more about setting up custom document checklists by case type here.)
Firm Address Block - This tag will pull only the firm name, and address.
Format:
Firm Name
Firm Address 1,
Firm Address 2 Firm City,
Firm State Firm Zip
Firm City - This tag pulls the city from the address listed for the firm in their account settings.
My Account Settings > My Firm > City
Firm Fax - This tag pulls the fax number saved in account settings.
My Account Settings > My Firm > Fax Number
Firm Name - This tag will generate the firm name.
My Account Settings > My Firm > Firm Name
Firm Phone Number - This will pull the phone number saved for the firm.
My Account Settings > My Firm > Phone Number
Firm State - This tag pulls the state from the address listed for the firm.
My Account Settings > My Firm > State
Firm Street 1 - This tag pulls the street address from the address for the firm.
My Account Settings > My Firm > Street Address
Firm Street 2 - This tag pulls the apartment or suite number from the address listed for the firm.
My Account Settings > My Firm > Apt, Suite, etc
Firm Zip - This tag pulls the zip code from the address listed for the firm in their account
My Account Settings > My Firm > Zip Code
Judge - This tag will pull the Judge's name if one is assigned to the case.
Case Dashboard > Case Information > Judge Judge
Trustee - This tag will populate the name you have listed in the Trustee field.
Case Dashboard > Case Information > Judge Trustee
Full Date - This tag generates the current date in a full format.
Format: January 1, 2022
Bankruptcy Tags
341 Hearing - This tag will pull the date for the 341 Meeting of Creditors hearing.
Client Profile > Filing Information > 341
Format: MM/DD/YYYY at HH:MM AM/PM
341 Hearing and Time - This tag will pull the date for the 341 Meeting of Creditors hearing with the time.
Client Profile > Filing Information > 341
Format: MM/DD/YYYY at HH:MM AM/PM
Attorney Fees Owed - This tag is used to pull the total amount of fees that are still owed to the attorney.
Miscellaneous > Attorney / Credit Counseling Fees
Attorney Fees Paid -This tag is used to pull the total amount of fees that have been paid to the attorney.
Miscellaneous > Attorney / Credit Counseling Fees
Attorney Fees Total - This tag is used to pull the total amount of attorney's fees that will be collected for the case.
Miscellaneous > Attorney / Credit Counseling Fees
Chapter - This tag pulls the Chapter of the case.
Client Profile > Filing Information
Confirmation - This tag will generate the confirmation hearing date for a Chapter 13 case if saved to the case.
Client Profile > Filing Information > Confirmation Date
Format: MM/DD/YYYY at HH:MM AM/PM
Creditor List - This will generate a list of all creditors and their addresses directly from the Creditor Matrix.
Debtor Address - This tag pulls the residential address listed in the debtor profile. Client Profile > Debtor Addresses > Type (Residential)
Format:
Address 1, Address 2 (if any), City, State, Zip
Debtor Street 1 - This tag will pull the debtor's residential street address.
Client Profile > Debtor Profile > Debtor Address > Type (Residential)
Debtor Street 2 - This tag will pull the debtor's residential address.
Client Profile > Debtor Profile > Debtor Address > Type (Residential)
Debtor City - This tag will pull the debtor's residential city.
Client Profile > Debtor Profile > Debtor Address > Type (Residential)
Debtor State - This tag will pull the debtor's residential state.
Client Profile > Debtor Profile > Debtor Address > Type (Residential)
Debtor Zip - This tag will pull the debtor's residential zip code.
Client Profile > Debtor Profile > Debtor Address > Type (Residential)
Debtor Full Name - This tag will pull the debtor's full name.
Client Profile > Debtor Profile > First Name Middle Name Last Name
Debtor First Name - This tag will pull the debtor's first name.
Client Profile > Debtor Profile > First Name
Debtor Initial - This pulls the first, middle, and last initial of the debtor's name.
Format:
ABC
Debtor Last Name - This tag will pull the debtor's last name.
Client Profile > Debtor Profile > Last Name
Debtor Middle Name - This tag will pull the debtor's middle name.
Client Profile > Debtor Profile > Middle Name
Debtor Prior Names - This pulls all names listed in the "Prior Name" section for debtor one. Debtor Profile > Prior/Alternate Names, including Business names with AKA in front. Example: AKA James Smith, AKA James L. Smith, AKA Smith Company LLC
Debtor Signature - This tag generates the debtor’s electronic signature.
Format: /s/ First Middle Last
Debtor SSN - This tag will pull the last 4 numbers of the SSN or TIN that is listed in the debtor profile. Client Profile > Debtor Profile > SSN (Last 4) or Tin (last 4)
Disposable Income MT - This tag will show the amount listed from Form 122C-2, line 45.
District - This tag will pull the filing district of the case.
Client Profile > Filing Information > District
Format:
Northern District of Ohio
District of Arizona
Expenses- This tag will pull the amount listed directly from Schedule J, line 22.
Filing Date - This tag will generate the filing date of the case.
Client Profile > Filing Information > Filing Date
Income - This tag will pull the amount listed directly from Schedule I, line 12
Joint Debtor Full Name - This tag will pull both the debtor's and joint debtor's first names. If there is no joint debtor, only the debtor's name will be listed
Client Profile > Debtor Profile > First Name Middle Name Last name
Client Profile > Joint Debtor Profile > First Name Middle Name Last name
Joint Debtor First Name - This tag will pull the joint debtor's first name.
Client Profile > Joint Debtor Profile > First Name
Joint Debtor Initial - This pulls the first, middle, and last initial of the joint debtor's name.
Joint Debtor Last Name - This tag will pull the joint debtor's last name.
Client Profile > Joint Debtor Profile > Last Name
Joint Debtor Middle Name - This tag will pull the joint debtor's middle name.
Client Profile > Joint Debtor Profile > Middle Name
Joint Debtor Prior Names - This pulls all names listed in the "Prior Name" section for the joint debtors. Debtor Profile > Prior/Alternate Names, including Business names with AKA in front. Example: AKA James Smith, AKA James L. Smith, AKA Smith Company LLC
Joint Debtor Signature - This tag generates the joint debtor’s electronic signature. Format: /s/ First Middle Last
Joint Debtor SSN - This tag will pull the last 4 numbers of the SSN or TIN that is listed in the joint debtor profile. Client Profile > Joint Debtor Profile > SSN (Last 4) or Tin (last 4)
Joint Full Name - This tag will list the debtors’ full names. If the case is a joint case the names will be separated by the word “and”.
Judge - This tag will pull the Judge's name if one is assigned to the case.
Client Profile > Filing Information > Judge
Trustee - This tag will populate the name you have listed in the Trustee field.
Client Profile > Filing Information > Trustee
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