Review Templates

Review templates let you save a set of compliance checks and reuse them across multiple reviews. Instead of configuring checks from scratch each time, you select a template and start reviewing immediately. Templates are especially valuable for teams that review the same document types regularly and need consistent, repeatable results.

How templates work

A review template is a saved configuration containing:

• Template name -- A descriptive name (e.g., "Standard NDA Review" or "Commercial Lease -- Tenant Side")
• Compliance checks -- The full set of checks, each with its name, description, severity, and acceptable/fallback/unacceptable positions
• Visibility -- Whether the template is personal (only you can see it) or shared with your organization

When you start a review using Template mode, you select a template, and its checks are loaded automatically. You can then optionally override individual checks before starting the review.

System templates

Judicio provides a library of system templates designed for common document types. These are available to all users and cannot be modified -- but you can use one as a starting point and save a customized version as your own template.

System templates are available for document types including:

• Non-Disclosure Agreements (mutual and one-way)
• Employment Agreements
• Commercial Leases
• Software License Agreements
• Service Level Agreements
• Vendor and Supplier Agreements
• Share Purchase Agreements
• Consulting Agreements

System templates as starting points

System templates provide a solid baseline. Use one for your first review of a document type, then customize the checks based on what you learn and save your version as a personal or organization template.

Creating a custom template

There are two ways to create a custom template:

Save from a completed review

1. Complete a document review using any mode (Smart, Template, or Custom).
2. From the review results page, click Save as Template.
3. Enter a template name and optional description.
4. Choose visibility: Personal (only you) or Organisation (shared with your team).
5. Click Save.

The template captures all the checks used in that review, including any edits you made to AI-suggested checks or template overrides.

Create from the Templates page

1. Navigate to Templates from the Document Review section.
2. Click Create Template.
3. Enter a template name and description.
4. Add checks manually, defining the name, severity, and compliance positions for each.
5. Set the visibility.
6. Click Save Template.

Building checks manually

When creating checks from scratch, think about what your ideal clause looks like (acceptable), what you can live with (fallback), and what is a red flag (unacceptable). This three-tier structure gives Judicio the context it needs to produce accurate findings.

Managing templates

Editing a template

1. Go to the Templates page.
2. Find the template you want to edit.
3. Click Edit.
4. Modify the template name, checks, or visibility settings.
5. Click Save.

Editing a template does not affect reviews that have already been completed using that template. Changes only apply to future reviews.

Duplicating a template

To create a variation of an existing template:

1. Find the template on the Templates page.
2. Click Duplicate.
3. Modify the copy as needed.
4. Save with a new name.

This is useful when you want similar-but-different templates for related document types (e.g., "NDA -- Mutual" and "NDA -- One-Way").

Deleting a template

1. Find the template on the Templates page.
2. Click Delete.
3. Confirm the deletion.

Deleting a template does not affect previously completed reviews that used it.

Sharing templates with your team

Templates can be scoped to two visibility levels:

Visibility	Who can see it	Who can edit it
Personal	Only you	Only you
Organisation	All members of your organization	Organization admins and the template creator

Making a template available to your team

1. Open the template for editing.
2. Change the visibility from Personal to Organisation.
3. Save the template.

All members of your organization will now see this template when selecting Template mode in Document Review.

Standardizing team reviews

For teams that need consistent review quality:

1. An experienced team member or partner creates a template with the firm's standard checks for a document type.
2. The template is shared at the organisation level.
3. All team members use this template for reviews of that document type.
4. The template owner periodically updates the checks based on team feedback and evolving standards.

Naming conventions for team templates

Use clear, descriptive names that indicate the document type and perspective. For example: "SPA -- Buyer Side (Full DD)" or "Employment Agreement -- UK Jurisdiction." This helps team members quickly find the right template.

Template best practices

Start broad, then specialize. Begin with a comprehensive set of checks and remove ones that do not apply to your practice. It is easier to remove irrelevant checks than to remember every check you need.

Set severity levels carefully. The severity of each check (must_have, should_have, nice_to_have) directly affects the risk level of findings. Mark only truly critical items as must_have to keep high-risk findings meaningful.

Write clear acceptable and unacceptable positions. The more specific your compliance positions, the more accurate the AI analysis will be. Instead of "reasonable limitation of liability," write "liability capped at 12 months of fees paid under this agreement."

Review and update regularly. Legal standards, client expectations, and regulatory requirements change over time. Schedule periodic reviews of your templates to keep them current.

Use descriptions for context. The description field on each check gives the AI additional context. Use it to explain nuances that the check name alone does not capture.