Template Helper — stop retyping [Client Name], [Start Date] and [Project Ref] in Word templates
Template Helper reads the [placeholders] already in your Word template and turns them into a simple form. Type each answer once — it fills every matching field in the document.
Runs locally in Word · No AI · Your document content stays on your device
OFFER OF EMPLOYMENT
Dear [Candidate Name]Priya Sharma,
We are delighted to offer you the position of [Role]Senior Engineer on a [Full-time OR Part-time]Full-time basis, starting on [Start Date]3 August 2026.
This offer is conditional on satisfactory references. Please confirm your acceptance by return.
We look forward to welcoming you, [Candidate Name]Priya Sharma.
One answer, every mention. “Candidate Name” appears twice in the letter — typed once, filled in both places.
Your template already knows what it needs
No new file formats, no rebuild. If your template has square-bracket placeholders, Template Helper can drive it.
Open your template
Template Helper reads the document and finds every placeholder, choice and optional section automatically.
Re: [Matter Ref]
Found: 7 fields, 1 choice, 1 section
Answer a simple form
Fields become text boxes. [A OR B] expressions become dropdowns. Identical fields are asked only once.
Matter Ref → EHC-2026-114
Hearing type → Remote ▾
Changes land safely
One click writes every answer into the document — formatting intact, nothing overwritten that you didn’t choose.
Re: EHC-2026-114
✓ Applied · ready to review
Anywhere you fill the same document twice
Engagement letters in minutes, not mornings
Client details appear a dozen times across a letter of engagement. Miss one and it goes out with the previous client’s name in clause 14.
- Every mention of [Client Name] filled from one answer
- Fee scales and jurisdiction picked from dropdowns, not retyped
- Nothing to install server-side — works inside Word today
…invoices addressed to Harrington Mills Ltd at 14 Cornmarket St, Oxford…
…termination by Harrington Mills Ltd under clause 14.
One offer template, every contract type
Instead of maintaining separate full-time, part-time and fixed-term templates, write the choice into the document itself — Template Helper turns it into a dropdown.
- [Full-time OR Part-time OR Fixed-term] becomes a picker
- Optional sections like {Probation} included or removed per offer
- Consistent wording on every offer that leaves the building
Your best paragraphs, on tap
Company boilerplate, standard clauses, that perfectly worded scope paragraph — save them as clips and drop them into any document. Clips live in your profile and follow you between files.
- Save any text as a named, reusable clip
- Organise clips by client, matter or document type
- Reuse across documents without hunting through old files
Free to install. Pro when you scale up.
Everything you need to fill templates is free forever. Pro adds power features for heavy, repeated use.
| Feature | Free | Pro |
|---|---|---|
| Scan & fill template fields | ✓ | ✓ |
| Saved clips | Up to 2 | Unlimited |
| Import clip libraries | — | ✓ |
| Combine identical fields | — | ✓ |
| Normalise CAPS Converts ALL-CAPS text (e.g. from case management systems) to standard capitalisation — “JOHN SMITH” → “John Smith” | — | ✓ |
Rolling out to a team?
Everything in Pro, plus central deployment across your Microsoft 365 tenant, volume licensing, invoiced billing and priority support — without each person subscribing individually.
Your document content stays on your device
Template Helper fills your templates on your own machine, inside Microsoft Word. No AI reads your content and your documents are not uploaded to us to be scanned or filled — which is why it’s trusted for legal and confidential work.
Account, licensing, payment and analytics information is handled by our service providers. That traffic is why the add-in is listed as able to send data over the internet; it is separate from the contents of your documents. Privacy explained →
- Field scanning and filling run locally in the Word add-in
- No AI models read your content
- Your documents are not uploaded to fill them
- No external server needed for the core automation
Full documentation available
Step-by-step guides covering template creation, scanning, clips, pro features, and more.
Open your next template with Template Helper already in the ribbon
Installs in under a minute from AppSource. Works with the templates you already have.