Custom Syntax for Clio Variables

You can perform logic and calculations with Clio variables just as you can with regular variables.


Because Clio variables are passed into Documate as text (as opposed to formatted numbers), we need to add formatting to turn those variables into numbers/integers.

For example, 10,000 will be transmitted to Documate as 10000. So, to render it as differently, you can add formatting as follows. You will insert the Clio variable (without the brackets) into the following formats:


Wrap just the Clio field with the currency format:

{{ currency(ClioVariable['client'].salary) }}


Wrap the Clio field with (ClioVariable)|int (which tells Documate to turn it into an integer), and then add your equation. For example, in the equation below, you are dividing the Clio Matter field for ""salary"" by 40:

{{ ((ClioVariable['client'].salary)|int)/40 }}`


Clio date variables are also passed into Documate as text, so you will need to turn them into dates by using the syntax below:

{{ as_datetime(ClioVariable['date']).strftime(""%B %d, %Y"") }}

Here's how you would write the DDth day of MMMM, YYYY:

the {{ ordinal_number(as_datetime(ClioVariable['date']).strftime(""%d""), use_word=False) }}{{ as_datetime(ClioVariable['date']).strftime("" day of %B, %Y"") }}


Conditional logic:

You can add logic based on Clio variables in the same way as regular variables. For example, the following sets conditional logic based on whether the custom field ""maritalstatus"" has the value ""Married.""

{% if ClioVariable['custom_fields'].maritalstatus == ""Married"" %}The client is married.{% endif %}

Logic to determine if a Clio field is not blank:If you want text to appear if a Clio field is not blank, you will simply write ""if variablename..."" as follows:

{% if ClioVariable['client'].firstname %} Conditional text if not blank.{% endif %}"