Firm Templates
Create reusable note and document templates for your firm.
Firm templates let Pro and Enterprise workspaces apply consistent structure, drafting instructions, and branding to generated work.
Firm templates require a Pro or Enterprise plan. Starter includes available prebuilt Ardela templates.
Create a template
Workspace administrators manage firm templates under Settings → Templates.
- Select New template.
- Choose Note or Document.
- Give the template a clear name and description.
- Add the headings, fixed text, and drafting instructions Ardela should follow.
- Save the template and test it before making it available to the firm.
Write useful instructions
A useful template separates three things:
- Fixed text that should appear in every draft.
- Headings that define the expected structure.
- Instructions describing what Ardela should draft from the transcript and matter context.
For example, an attendance note template might request:
# Attendance note
## Background
[Summarise the purpose of the attendance and identify the participants.]
## Advice and discussion
[Draft a concise account grounded in the transcript. Do not add facts that are not supported.]
## Agreed actions
[List each action, owner, and stated date. Mark missing information for review.]Keep instructions specific. If a section must only contain information supported by the transcript, say so explicitly.
Document fields and branding
Document templates can use configured fields such as client name, matter reference, recipient, and date. Firm branding can carry letterhead and footer details into supported exports.
Check field mappings and branding with a test matter before using the template for client work.
Start from a document
To turn existing firm wording into a draft template, choose From document in the template creation dialog and upload a PDF or DOCX file up to 10 MB. Ardela prepares an unsaved draft of the template instructions.
Review the generated name, scope, fields, and instructions before saving. The uploaded document is a starting point, not proof that the resulting template is complete or approved.
Review and governance
- Ask the relevant practice team to approve shared drafting instructions.
- Review templates when firm wording or working practices change.
- Test changes before replacing a template already in use.
- Treat every generated result as a draft requiring human review.
Template output is not legal advice and does not replace a fee-earner's assessment of the law, evidence, or appropriate wording.