Templates
A template is a saved set of instructions for one Judicio feature. Document Review templates hold review checks. Review Matrix templates hold questions. Timeline templates hold date types, Research templates hold focus areas, Drafting templates hold sections, and Case Strategy playbooks hold focus points. Save the set once and every later run starts from it.
Templates live on their own screen at /dashboard/templates. Open it with the Templates pill in the top bar, beside Files and Projects. It is not in the left sidebar, so looking for it among Research, Drafting and the other features will not find it. The pill is hidden on narrow screens.
- Where: the Templates pill in the top bar.
- Feature tabs: Document Review, Review Matrix, Timeline, Research, Drafting, Case Strategy.
- Categories: My templates, Judicio templates, Shared with me.
- Ways to create: Generate with AI, Build Manually, Extract from file, and Learn from precedents on Document Review.
- Ways to share: Personal or Organization, and within an organisation either All members or Specific members.
When to reach for it
Reach for a template when you are about to ask Judicio the same thing you asked last month. A first-pass NDA checklist, the questions you put to every lease in a portfolio, the procedural dates you always pull from a case file: each of those is a set worth saving rather than retyping.
A template does not carry documents, results or a matter with it. It carries only the instructions. You still choose the files at run time, and the run still costs credits at the feature's own rate.
The two halves of the screen
The screen is a list on the left and a detail pane on the right.
Above the list sits the category row: My templates, Judicio templates and Shared with me, each with a count. Below it is a Search Templates box, a Tags dropdown and a sort control. Selecting a card fills the detail pane, which is headed Template details.
Above both, a tab per feature switches the whole screen. Each tab has its own library, so a Timeline template never appears under Review Matrix.
Where templates come from
| Category | What is in it | What you can do with it |
|---|---|---|
| My templates | Templates you created. | Edit, share, delete, and edit the items inside. |
| Judicio templates | Templates Judicio maintains, filtered to your jurisdiction. | Read and duplicate. A banner reads This template is managed by Judicio and can't be modified or removed. |
| Shared with me | Templates a colleague shared with you. | Read and duplicate. A banner reads Only the user who created this template can edit or delete it. |
Duplicating a read-only template puts an editable copy under My templates.
Credits
Templates themselves are free
Creating a template costs nothing, including the AI-assisted routes. Generate with AI, Extract from file and Learn from precedents all run without a credit charge. Browsing, searching, duplicating, sharing and deleting are free too.
What costs credits is the run you start afterwards, priced by the feature you start it in. See Credits Explained.
Each feature's own template page
Every feature can also save and pick templates without leaving its own screen. Those pages cover the in-feature controls:
- Review Templates for Document Review.
- Question Templates for Review Matrix.
- Date types and templates for Timeline.
- Research Templates for Research.
- Drafting Templates for Drafting.
Next steps
- Getting started with Templates - open the screen, find a template, run it.
- Creating a template - the four creation routes and the wizard.
- Sharing templates - personal, organisation-wide, or named colleagues.
- Browsing the template library - every control on the screen.
- FAQ - answers and troubleshooting.