A data helper is used when creating templates, such as email and letter templates. A data helper can be used to output custom content based on the data of a matter.

For example, if a matter has a custom data property called “Is there a referral arrangement” whose data marker is matter.has.referral.arrangement then this property could be used with an IF condition like this:

{{#if matter.has.referral.arrangement}} 
    This text is output if there is a referral arrangement.
    This test is output if there is not a referral arrangement.


  • Always start with a # symbol and can be written in lowercase or uppercase.
  • Always surrounded by double curly braces: {{#date_today}}

List of Helpers

Helper Description
#datetime Outputs dates in a format you wish, including todays date.
#if, #else, #endif A conditional clause used to only output text if the clause is true. An #if must be closed with an #endif
#foreach, #endforeach The #foreach helper is used to run through a list of data. Inside a #foreach you can reference specific data within a list.
#lowercase, #uppercase, #titlecase Forces the output to be in a certain case.
#trim Removes all leading and trailing white-space characters from the input.
#calc Allows calculations to be undertaken during the templating process