AI Templates
A shared library of reusable AI instructions so your firm captures its best prompts once and uses them everywhere.
Overview
Getting consistently good results from AI requires well-crafted instructions. A junior associate who has never prompted an AI will write vague instructions and get generic output. A senior partner who has refined their prompt over dozens of attempts will get precise, immediately usable output. The AI Templates module exists to capture that expertise and make it available to everyone at the firm.
An AI Template is a saved, named prompt — or a structured prompt sequence — that can be launched by any firm member from the Template Library. Templates are scoped to the firm, categorised by practice area or task type, and ranked by usage so the most effective templates rise to the top. When a template is used, it opens in the AI Terminal with the instruction pre-loaded and ready to run against a linked matter or uploaded document.
What a Template Contains
Name
A short, descriptive name that makes the template immediately identifiable in the library. Examples: "Contract Clause Extractor", "Letter of Demand — Unpaid Invoice", "Discovery Summary Memo".
Category
The practice area or task type this template belongs to. Categories are customisable per firm. Common categories: Litigation, Conveyancing, Corporate, Employment, Family, Research, Drafting, Client Communications.
Description
A one or two sentence explanation of what this template does and when to use it. This appears in the library card and helps attorneys choose the right template without reading the full prompt.
Prompt Body
The instruction text that will be inserted into the AI Terminal. Can include placeholders like [CLIENT NAME] or [JURISDICTION] that the user fills in before running.
Visibility
Public templates are shared with all firm members. Private templates are visible only to you. Administrators can promote any template to the firm library.
Use Count
Automatically tracked each time the template is used. Templates with high use counts have been validated by the firm's actual work — a strong signal of quality.
Creating a Template
Open AI Templates
Click AI Templates in the left sidebar under AI Tools. The Template Library opens, showing all firm-wide and your personal templates.
Click + New Template
The template editor opens. Enter a name, select or create a category, and write a short description so other attorneys know when to use this template.
Write the prompt body
Write the AI instruction you want to save. Be specific — the value of a template is that it encodes a precise, well-tested instruction. Use square-bracket placeholders for information that changes per use: [CLIENT NAME], [JURISDICTION], [AMOUNT CLAIMED], [GOVERNING LAW], etc.
Set visibility
Choose Private (only visible to you) or Public (shared with all firm members). If you are creating a template for firm-wide use, set it to Public. Administrators can later mark templates as Featured, which pins them to the top of the library.
Save
Click Save. The template appears in your Template Library immediately. If set to Public, it is visible to all firm members within a few minutes.
Using a Template
Browse or search the library
Open AI Templates. Use the category filter to narrow by practice area, or use the search bar to find a template by name or keyword. Templates are sorted by use count by default — the most-used (and therefore most tested) templates appear first.
Preview before running
Hover over any template card to see a preview of the prompt body. This lets you confirm it is the right template before launching it.
Click Use Template
The template opens in the AI Terminal with the prompt body pre-loaded in the chat input. The AI Terminal opens in a new conversation, linked to your most recently active matter (or you can link a different matter).
Fill in the placeholders
Replace any [PLACEHOLDER] values in the prompt with the specific details for the current task. Review the full prompt before sending to ensure it accurately describes what you need.
Run and review
Send the prompt and work with the AI response in the Terminal as normal — ask follow-up questions, request revisions, and export when satisfied.
Managing the Firm Library
Administrators can manage the firm-wide template library under AI Templates → Manage Library. Admin capabilities include:
- Promote any member's public template to Featured — pinned to the top of the library for all members.
- Edit or improve templates contributed by others (with attribution preserved).
- Archive templates that are outdated or superseded by better ones — archived templates disappear from the library but are not deleted.
- Create and manage custom categories relevant to your practice areas.
- View usage statistics per template to identify which templates the team relies on most and which are never used.
Building a strong template library
- • Create templates after any AI session that produced a strong output — the prompt that worked is the template to save.
- • Name templates by the output they produce, not by the technique. "Letter of Demand — Unpaid Invoice" is better than "Formal tone debt recovery prompt".
- • Add a usage note in the description: "Best used with a linked matter and the invoice uploaded to the Vault." Context helps colleagues use the template correctly.
- • Review the library every quarter. Archive templates that haven't been used in 90 days — they are adding noise to the library without value.
- • Use placeholders consistently: [CLIENT NAME], [JURISDICTION], [MATTER NUMBER]. Consistent placeholder format makes templates easier to scan and fill in quickly.
Frequently Asked Questions
What is the difference between an AI Template and a Document Template?
An AI Template is a saved AI prompt — it contains instructions for the AI and is used via the AI Terminal to generate a response or document draft. A Document Template (in the Document Tools module) is a pre-formatted Word document with merge fields that is filled with matter data to produce a document. AI Templates produce AI-generated text; Document Templates produce matter-populated documents from a fixed precedent. They complement each other: a great workflow is to use an AI Template to draft a document, then refine and save it as a Document Template for future reuse.
Can I save a template from within the AI Terminal?
Yes. While composing a prompt in the AI Terminal, click Save as Template beside the input field. Name it, set its category and visibility, and it appears in the AI Templates library immediately. This is the fastest way to save a prompt you have just written and tested.
Can I see how many times a template has been used?
Yes. Each template card shows a use count badge. In the Manage Library admin view, the full usage statistics per template are available, including usage trends over time.
Can I delete a template someone else created?
Attorneys can delete only their own templates. Administrators can delete or archive any firm template. Before deleting a frequently-used template, administrators should consider archiving it instead, which removes it from the active library without destroying it.
Is there a limit on how many templates the firm can have?
There is no hard limit on the number of templates. However, a library with hundreds of templates becomes hard to navigate. Aim to maintain a curated library of the 30–50 most useful templates per category rather than saving every prompt ever used.