Workspace Setup
Configure your workspace for accurate transcription and team collaboration.
A few minutes of setup improves transcription quality and helps your team work together.
Custom vocabulary
Add firm-specific terms so Ardela recognizes names, acronyms, and legal phrases correctly.
- Open Settings → Custom Dictionary
- Add words or phrases your team uses often
- Save — vocabulary applies to future transcriptions
See Vocabulary settings for details.
Templates
Templates define the structure of generated notes and documents.
- System templates — provided by Ardela on all plans
- Workspace templates — shared by admins for consistent firm output (Pro)
- Personal templates — private to you on any plan
Configure templates under Settings → Templates, then select them when generating from a recording. See Templates.
Groups and visibility
Groups require a Pro or Enterprise plan.
Groups control who can view each other's recordings within the workspace.
- Open Settings → Groups
- Create groups for teams, practice areas, or matters
- Enable Shared visibility so members can read (not edit) peer recordings in that group
Shared visibility is read-only. Only the recording author (or an admin) can edit or delete.
See Groups settings.
Invite your team
Workspace admins can invite members from Settings → Members:
- Assign roles (Member, Admin, Transcriber, or custom roles)
- Set permissions for recordings, Clara, and queue access
- Require two-factor authentication under Settings → Security
See Members and Permissions.
Clio integration
On Pro plans, connect Clio Manage under Settings → Integrations to sync clients and matters automatically. See Integrations.
Document branding
Admins can upload a logo and configure header/footer styling under Settings → Document branding. Branded exports apply to generated documents, not plain transcript exports.
Plan and usage limits
Check Settings → Usage and Settings → Billing for your plan's limits on:
- Recordings per month
- AI generation and edits
- Audio minutes
- Storage
- API requests
See Billing & plans for the full feature comparison. Contact your admin or Ardela support if you hit a limit.
Recommended checklist
| Task | Where | Plan |
|---|---|---|
| Add vocabulary | Settings → Custom Dictionary | All |
| Create templates | Settings → Templates | Personal: all; Workspace: Pro |
| Set up groups | Settings → Groups | Pro |
| Connect Clio | Settings → Integrations | Pro |
| Invite team | Settings → Members | All |
| Configure MFA | Settings → Security | All |
When setup is done, move on to your first recording.