What template fields do I use to get data for matter contacts
There is a specific syntax available for retrieving specific data for specific matter contact/role for a matter. That syntax allows you to specify the role, which contact and what data field you want as well as being able to format the data as well.
SILQ variables have a very specific syntax as per this article however that syntax can be extended further to access matter contact information.
The standard syntax is <vartype:varname[:varformattype[:varformatextra]]>
When preparing field, you will need to enter the varname in a specific format which in the form:
role(position,[fieldprefix]field)
-
role : the role of the correspondent whose information you are attempting to retreive. See below for a full list of roles available, but be aware that some roles are limited to specific matter classes.
-
position : the ordinal position within that role of the correspondent. Ie 1 = first, 2 = second, etc
- fieldprefix - field prefixes allow you to access additional related information that is stored on other contact card that is associated with the selected correspondent:
- f- : this prefix will tell the system that the information we are asking for is not stored on the contact card itself, but the firm contact card for the select correspondent
- sol- : is prefix tells the system to get the data for the solicitor of the selected correspondent
- sol-f- : is prefix will tell the system that the information we are asking for is from the firm/company of the solicitor for the selected correspondent.
- rep- : This is the correspondents representative. This will use the solicitor's details if the correspondent has one, otherwise it will use the details of the correspondent if they don't.
- field : this is the data field that is required. See below for a full list of the available fields
It will still support formatting like regular fields and you can still use it with E/N/PE/PN/MULTI fields.
Some examples
-
<i:m-plain(2,sub)> - this will get the second plaintiff's suburb
- <i:m-vend(1,for)> - this will get the first vendors formal name
- <i:m-employee(1,dateofbirthraw):d:18> this will get the date of birth for the 1st employee and format the date in the format style 31 January 2025
- <e:m-employee(1,dateofbirth)> - this will remove the line if the first employee date of birth is empty.
- <n:m-employee(1,addr1)> this will remove the line if the first employee's address 1 is not empty.
- <i:m-vend(2,sol-for)> - this will get the name of the solicitor of the second vendor
- <i:m-plain(1,f-for)> - this will get the name of the company/firm of the first plaintiff
- <i:m-plain(1,sol-f-for)> - this will get the name of the company/firm of the solicitoir for the first plaintiff
Below is a list of all of the field values that are available for use in a matter contact field.
-
abn - Australian business number
-
acn - Australian company number
-
active
-
addr1
-
addr2
-
addr3
-
bestname
-
causeofdeath
-
country
-
countryofbirth
-
dateofbirth - formatted as dd/mm/yyyy
-
dateofbirthraw - this is an internal number, but it can then be used with the formatting paramater
-
dateofdeath- formatted as dd/mm/yyyy
-
dateofdeathraw- this is an internal number, but it can then be used with the formatting paramater
-
dx
-
dxsub - DX Suburb
-
email
-
email2
-
esa / ese/ electservemail
-
familyname / Lastname
-
fax
-
fax2
-
for - formal/full name of the contact
-
fulladdr - full address all on one line
-
fulladdrnl - full address with new lines between each element
-
fullpostal - full postal address all on one line
-
fullpostalnl- full postal address with new lines between each element
-
fulldx - Full DX address
-
gender
-
givennames / givenname
-
knownbyothername
-
famlawyerno - family lawyer number
-
licencecountry
-
licenceno
-
maritalstatus
-
messengerusername
-
middlenames
-
mob - mobile phone
-
nameletters
-
nationalidentitycountry
-
nationalidentityno
-
occupation
-
otherfamilyname
-
othergivennames
-
paddr1 - postal address line 1
-
paddr2 - postal address line 2
-
paddr3- postal address line 3
-
parentaddr - parent address on one line
-
parentaddrnl - parent address with with new lines between each element
-
parentpostal - parent postal address all on one line
-
parentpostalnl - parent postal address with new lines between each element
-
pc - postcode
-
pcountr - postal country
-
phone
-
phone2
-
position
-
ppc - postal postcode
-
praccert
-
pstate - postal state
-
psub - postal suburb
-
reasonforchange
-
ref - matter contact reference
-
relationship - matter contact relationship
-
sal - salutation
-
shareofestate
-
skypeusername
-
sophisticatedclient
-
state
-
sub - suburb
-
tfn - tax file number
-
title
-
townofbirth
-
www
-
pronouns : subject / object / possessive / possessive2 / reflexive -
- subject - he/she/they
- object - him/her/them
- possessive - his/hers/theirs
- possessive2 - his/her/their
- reflexive - himself/herself/themselves
This is a list of all roles in the system that can be used.
- m-accountant
- m-accused
- m-adjud
- m-agedcare
- m-agent
- m-agentacting
- m-altattorney - alternative attorney
- m-altguardian - alternate guardian
- m-appel - appleant
- m-applic - applicant
- m-appointor
- m-appointorsub - appointer substitute
- m-asset
- m-assignee
- m-assigner
- m-associate
- m-ato - Australian Tax Office
- m-attorney
- m-auditor
- m-auth
- m-bank
- m-bene - beneficiary
- m-bodycorp - body corporate
- m-borrower
- m-broker
- m-builder
- m-buildinspect - building inspector
- m-businessowner
- m-carer
- m-caveator
- m-child
- m-childguard - child guardian
- m-childguardsub - child guardian substitute
- m-claim - claimant
- m-cli - client
- m-clientdetail
- m-cmpgenfinattrny - company general financial attorney
- m-cmppwrofattrny - company power of attorney
- m-coagent
- m-commitymgr
- m-consultant
- m-conveyancer
- m-corres - correspondent
- m-costassessor
- m-council
- m-deceased
- m-def - defendant
- m-dependant
- m-diac - DIAC officer
- m-director
- m-dischmort - discharging mortgagee
- m-doctor
- m-driver
- m-electcomp - electricity company
- m-employee
- m-employer
- m-endguard - enduring guardian
- m-endguardsub - enduring guardian substitute
- m-exec - executor
- m-expert
- m-familytrust
- m-father
- m-filing
- m-fininstitution
- m-finplanner - financial planner
- m-founder
- m-frachisesystem
- m-franchisee
- m-franchisor
- m-funeraldir - funeral director
- m-gaol
- m-garnishee
- m-gascompany
- m-govdept - government department
- m-guarantor
- m-guardian
- m-husband
- m-husbandendfinatt - husbands enduring financial attorney
- m-husbandendfinattsub- husbands enduring financial attorney substitute
- m-husbandendguard - husbands enduring guardian
- m-husbandendguardsub - husbands enduring guardian
- m-icl - independent children's lawyer
- m-incomingcovenator
- m-incomingmortgagee
- m-industialreg - industrial regulator
- m-informant
- m-injured
- m-inscomp - insurance company
- m-insured
- m-interpreter
- m-investigator
- m-investor
- m-jnrcouns - junior counsel
- m-judge
- m-judgeassoc - judge's associate
- m-judgementcreditor
- m-landlord
- m-landtitlesoffice
- m-ldcouns - lead counsel
- m-legalaid
- m-lendor
- m-lessee
- m-lettingagent
- m-liability
- m-liquidator
- m-listingagent
- m-manager
- m-managingagent
- m-mccourt - court
- m-mediator
- m-memberoforg - member of organisation
- m-mortgagee
- m-mortgagor
- m-mother
- m-newtrustee
- m-nursinghome
- m-occupier
- m-officerincharge
- m-opponent
- m-other - third party
- m-otherside - other side detail (this is the "acting against" value set on the Client and Correspondents tab in update matter)
- m-owner
- m-partner
- m-plain
- m-policeofficer
- m-policestation
- m-principal
- m-processserver
- m-proprietor
- m-prosecutor
- m-psychologist
- m-publicofficer
- m-purch - purchaser
- m-pwrofattrny - power of attorney
- m-pwrofattrnysub - power of attorney substitute
- m-receiver
- m-referrer
- m-relate - related person
- m-relative
- m-renouncedexecutor
- m-residuarybene - residuary beneficiary
- m-resp - respondant
- m-revenueoffice
- m-secretary
- m-securedcreditor
- m-securityprovider
- m-selcontact - the contact that was selected during generation
- m-settlementagent
- m-settlor
- m-sharebroker
- m-shareholder
- m-shareregistry
- m-sheriff
- m-specgiftbene - special gift beneficiary
- m-spons - sponsor
- m-stockbroker
- m-strata
- m-subexec - substitute executor
- m-sublessee
- m-sublessor
- m-subscriber
- m-superbene - superannuation beneficiary
- m-superbenesub - superannuation beneficiary substitute
- m-superfund - superannuation fund
- m-superintendant
- m-suppattorney - supportive attorney
- m-surveyor
- m-tenant
- m-testamentarytrustee
- m-testamentarytrusteesub - testamentary trustee substitute
- m-testator
- m-testatrix
- m-townplanner
- m-trademarkagent
- m-tribunalcomm - tribunal commission
- m-trustee
- m-tutor
- m-uni - university
- m-valuer
- m-vehicleowner
- m-vend - vendor
- m-vendorsacc - vendor's accountant
- m-vendorsagent
- m-waterauthority
- m-wife
- m-wifeendfinatt - wife's financial attoryney
- m-wifeendfinattsub - wife's financial attorney substitute
- m-wifeendguard - wife's enduring guardian
- m-wifeendguardsub - wife's enduring guardian substitute
- m-willmaker
- m-witness
- m-xappel - cross appellant
- m-xapplic - cross applicant
- m-xclaim - cross claimant
- m-xdef - cross defendant
- m-xresp - cross respondant