Modern organizations use a multitude of apps and databases to store vital information. With our data sources feature, you can now seamlessly pull data from any external software or database that supports API communication - directly into your LAWLIFT templates. This unlocks efficiency, eliminates manual data entry, and enables highly personalized document generation.

Our data sources feature is designed to be universal, allowing questionnaire input fields to be populated with data from external sources (such as APIs) or other fields within the document through a reactive data flow architecture. Data could be collected from, e.g.:

• CRM systems
• HR platforms
• ERP solutions
• Custom databases
• Project management tools
• Vertical-specific systems

What are Data Sources?

Data sources are connections to external data providers - like company databases or public APIs. When you create a document in LAWLIFT, you can set up certain questionnaire fields to automatically pull choices or values from these data sources, rather than requiring manual input for every item. In the LAWLIFT dashboard you will find a separate area to manage all existing data sources in your account.

How Does It Work?

Here’s how the Data Sources feature improves your document creation process:

Dynamic Questionnaires
Input fields in your questionnaires can now be linked to external data sources. For example, instead of typing out a client’s information, you can select it from a dropdown list automatically populated from your company’s client database.

Smart Selection and Display

• Selectors: These are dropdown menus or lists in your document that let you choose from options provided by a data source.
• Output Values: Once you make a selection from a selector, related fields (like an address or contact number) can fill in themselves automatically based on your choice.

Seamless Updates
If data changes - say, you choose a different client from the dropdown - the connected fields will update instantly to reflect the new selection.

How do I connect Input Fields to Selectors and Output Values?

For each input field in your questionnaire, you can choose to connect it to a selector or for it to be filled in with output values depending on a selector choice. Here is how you connect a selector:

And here is how you choose a depending output value and connect it to an input field:

What Does This Look Like for Users?

• Fields with connected data sources show dropdown menus filled with current data.
• Selecting an item (e.g., a company name) can auto-fill other fields (e.g., address, contact person) instantly.
• Information updates reactively, so your document always reflects your most recent choices.