Templates

Templates give Ardela the structure and drafting instructions to use when it turns a transcript into a note or document.

All generated output is a draft. Review it against the transcript, matter context, and your professional obligations before relying on or sharing it.

Template availability

Template option	Starter	Pro	Enterprise
Available prebuilt Ardela templates	Included	Included	Included
Personal templates	Not included	Included	Included
Firm templates	Not included	Included	Included
AI document drafting	Not included	Included	Included

Starter users can generate notes with available prebuilt templates. Pro and Enterprise members with the required permissions can create personal templates, while authorised administrators can manage firm templates for the Workspace. Pro and Enterprise also support longer-form documents on firm letterhead.

Use a template

When a transcript is ready:

Open the recording.
Choose whether to generate a Note or, if your plan includes it, a Document.
Select a template.
Review any fields or instructions shown before generation.
Select Generate.

The draft opens in the recording editor, where you can compare it with the transcript and refine it with Clara. It stays private until you share it to the linked matter.

Notes and documents

Notes are suited to work such as attendance notes, file notes, and structured summaries.

Documents are available on Pro and Enterprise. They support longer-form work such as letters and reports, including firm formatting and document fields where configured.

Firm templates

Firm templates help administrators keep headings, drafting instructions, letterhead, and footer details consistent. Before making a template widely available, test it with representative transcripts and have the relevant practice team review the result.

Personal templates

A personal template belongs to its creator and is not automatically shared with the Workspace. Personal template creation requires Pro or Enterprise and the relevant template permission. Use a firm template when other authorised members need the same approved structure.

Review generated drafts

Templates guide the structure of a draft but do not verify the law, evidence, or professional judgement. Check names, dates, figures, citations, and substantive conclusions before the work leaves the firm.