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Question Templates

Question templates let you save a set of configured questions and reuse them across multiple Review Matrix extractions. Templates eliminate repetitive setup, ensure consistency across projects, and let teams standardize their extraction workflows.

Why use templates​

  • Save time -- Configure your questions once and reuse them on every similar project. A lease review template applied to a new portfolio takes seconds instead of minutes.
  • Ensure consistency -- When every team member uses the same template for the same type of review, results are directly comparable across projects and over time.
  • Capture institutional knowledge -- Templates encode what your team has learned about which questions produce the best extractions for a given document type.
  • Iterate and improve -- Refine a template over time as you learn which questions work well and which need adjustment.

Built-in templates​

Judicio includes a library of built-in templates covering common legal review scenarios:

TemplateQuestionsDescription
M&A Due Diligence20+Change of control, assignment, consent requirements, material adverse change, termination, governing law, and more.
Commercial Lease Review18+Rent, term, renewal options, break clauses, permitted use, insurance, maintenance, subletting, and more.
Loan Agreement Analysis15+Interest rate, maturity date, covenants, events of default, prepayment, cross-default, guarantees, and more.
Employment Agreement Review14+Non-compete, notice period, severance, IP assignment, confidentiality, garden leave, and more.
Supply Agreement Review12+Pricing, delivery, volume commitments, liability cap, force majeure, termination, and more.
NDA Review10+Scope, term, carve-outs, permitted disclosures, remedies, return of information, and more.

Built-in templates are maintained by Judicio and updated periodically to reflect best practices.

Creating a custom template​

You can create a template from scratch or save a customized version of any existing template.

From scratch​

  1. Navigate to Review Matrix in your project.
  2. Select Templates from the top navigation bar.
  3. Select Create Template.
  4. Enter a template name and optional description.
  5. Add questions one by one using the Add Question button.
  6. For each question, enter the question text and select the question type.
  7. Arrange questions in your preferred order using drag and drop.
  8. Select Save Template.

From an existing extraction​

  1. After completing a Review Matrix extraction, select Save as Template from the actions menu.
  2. The current question set is pre-populated in the template editor.
  3. Edit the template name, description, and questions as needed.
  4. Select Save Template.

From a built-in template​

  1. Open the template library and select a built-in template.
  2. Select Duplicate to create an editable copy.
  3. Customize the questions, name, and description.
  4. Select Save Template.
Start from a built-in template

Even if you need a highly customized question set, starting from a built-in template is often faster than building from scratch. Duplicate the closest match and then add, remove, or modify questions.

Managing templates​

Editing a template​

  1. Open the template library and select the template you want to edit.
  2. Select Edit.
  3. Modify questions, reorder them, change question types, or update the name and description.
  4. Select Save.
Editing does not affect past extractions

Changes to a template only apply to future extractions that use it. Previously completed extractions retain the question set that was active when they ran.

Deleting a template​

  1. Open the template library and select the template.
  2. Select Delete from the actions menu.
  3. Confirm the deletion.

Deleting a template does not delete any extractions that were created using it.

Duplicating a template​

Select Duplicate on any template to create an editable copy. This is useful when you want to create a variation (e.g., "Lease Review -- Industrial" based on "Commercial Lease Review").

Using a template in an extraction​

  1. Start a new Review Matrix extraction and select your documents.
  2. On the question configuration step, choose Template mode.
  3. Browse or search the template library. Your custom templates appear alongside built-in templates.
  4. Select a template and then select Use Template.
  5. The questions are loaded into the extraction. You can still make one-off edits to the loaded questions without modifying the saved template.

Organizing templates​

As your template library grows, use these features to keep it organized:

  • Search -- Use the search bar in the template library to find templates by name or keyword.
  • Categories -- Assign a category to each template (e.g., M&A, Real Estate, Finance, Employment) for easier browsing.
  • Favorites -- Star frequently used templates so they appear at the top of the library.

Sharing templates across your organization​

Templates you create are private to your account by default. To share a template with your organization:

  1. Open the template and select Share.
  2. Choose Share with Organization to make it available to all members of your Judicio organization.
  3. Organization members will see shared templates in their template library with a shared badge.

Organization admins can manage shared templates and remove them if they are no longer needed.

Team consistency

For organizations running standardized review processes, create a shared template and ask all team members to use it. This ensures that extractions from different team members produce directly comparable results.

Next steps​