AI Mail Merge allows you to individualize document templates by automatically inserting variables and adapting content to each recipient. Prepare hundreds of personalized legal documents in minutes, not hours.
How It Works
Step 1: Create a New Mail Merge
From the home page, navigate to AI Mail Merge and click "Create new mail merge".
Step 2: Select Your Template
Choose a template from your library or upload a Word document. This will be the base document for all individualized versions.
Step 3: Import Recipients
Import your recipient list from a CSV file or Excel spreadsheet. Include all necessary information: names, email addresses, company names, contract amounts, or any other variable data.
Step 4: Fill the Variable Table
Map the columns in your recipient file to the variables in your template. Jimini shows you which variables exist in your document and helps you match them to your data.
Step 5: Verify and Validate
Review a preview of the first generated document to ensure all variables are correctly inserted and the formatting is preserved.
Step 6: Generate Documents
Launch the generation. Jimini creates all individualized documents and packages them for download or direct integration into your workflow.
Relevant Use Cases
Settlement Agreements: Individualize transactional protocols with party names, settlement amounts, and payment terms.
Employment Contracts: Generate personalized employment agreements with employee details, salary, and role specifications.
Termination Letters: Create bulk termination notices with specific employee information and exit conditions.
Lease Agreements: Produce multiple lease documents with tenant names, property details, and rental terms.
Invoices and Billing: Automatically generate customized invoices with client information and amounts due.
Summary: AI Mail Merge transforms bulk document production from a tedious manual task into an automated process. Define your template once, provide your data, and generate hundreds of legally-sound, individualized documents in seconds.