Custom Templates

Create templates that match how your firm actually writes — consistent sections, headings, and placeholders every time.

Create a template

1. Open Settings → Templates
2. Click New template
3. Choose Note or Document type
4. Set visibility — Personal or Workspace (admin only, Pro)
5. Write the template body with section headings and placeholders

Template structure

Good templates combine:

• Fixed boilerplate — headings, letterhead sections, standard clauses
• Placeholders — areas the AI fills from transcript content
• Instructions — brief guidance in placeholder text improves AI output

Example structure for a case memo:

# Case Memo

## Summary
[Summarize the key points from the dictation]

## Facts
[List relevant facts in chronological order]

## Analysis
[Legal analysis based on the facts presented]

## Next Steps
[Recommended actions and deadlines]

Document variables

Document templates can include variables filled before generation:

• Client name and reference
• Matter number
• Date and recipient
• Custom fields your firm uses

Import from files

Admins can create templates from existing PDF or Word documents under Settings → Templates.

Related

• Templates overview
• Generate & export
• Billing & plans