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)
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, matter number, date, recipient. These appear in a dialog when you generate.

Tips

• Keep one template per document type rather than one catch-all
• Use clear section headings — the AI maps transcript content to sections
• Test with a real recording before sharing workspace-wide
• Review generated output and refine the template iteratively
• Coordinate with admins so workspace templates stay consistent

Permissions

• Any member can create personal templates
• Workspace templates require admin permissions
• Members use templates during generation — they cannot edit workspace templates unless permitted

Related

• Templates overview
• Generate & export