Creating a template
Every route starts the same way. New Template at the top right of the Templates screen is a dropdown, not a button that saves anything. It asks which feature the template is for, then hands you to that feature's creation flow.
None of this costs credits.
Pick the feature first
New Template opens a menu of six: Document Review, Review Matrix, Timeline, Research, Drafting and Case Strategy. The choice is not cosmetic. It decides what the template holds and which editor opens next.
- The four listed first open a shared method picker, then a three-step wizard.
- Drafting opens the drafting template editor, which has its own fields and ordered sections.
- Case Strategy switches to the Case Strategy tab and opens a Save as playbook modal.
Choose how to build it
The method picker
For Document Review, Review Matrix, Timeline and Research, the next screen is a modal headed How would you like to create a template? with three tiles, and a fourth on Document Review only.
| Tile | What happens |
|---|---|
| Generate with AI | Swaps the modal to a single description field. Judicio drafts the items and drops you into the wizard with them filled in. |
| Build Manually | Closes the modal and opens the wizard with everything empty. |
| Extract from file | Swaps the modal to an upload panel. Judicio reads the document and drafts a template from it. |
| Learn from precedents | Document Review only. Opens a file picker so Judicio can consolidate several of your own precedents into one draft playbook. |
Once you are on the Generate with AI or Extract from file panel, a row of three tabs at the top lets you move between the methods without closing the modal. Selecting Build Manually from that row goes straight to the wizard.
Generate with AI
The panel is labelled Describe your template and carries an example placeholder for the feature you chose, such as e.g. Compliance checklist for SaaS subscription agreements. A microphone lets you dictate instead of typing.
The description must be at least ten characters. Below the field, a line reads Use at least 10 characters to describe your template. until it is. Press the arrow to submit. Judicio drafts a name, a description and a full set of items, then opens the wizard with all of it prefilled so you can correct anything before saving.
Extract from file
The panel reads Upload a document and AI will extract a reusable template. Drop a file on the dashed area or select it.
Judicio accepts .pdf, .docx, .doc, .txt and .md, up to 50 MB. A larger file is refused with File size must be under 50MB. Once a file is attached, its name appears with a Remove button beside it, and the primary button reads Generate template.
Extraction saves a draft as it goes, so the wizard you land in is editing a template that already exists. Saving at the end updates it rather than creating a second copy.
Learn from precedents
This route is offered on Document Review only. It reads several agreements you have already signed off and works out the positions they have in common.
The modal is headed Learn from precedents and lists the completed files in your current project. It needs one: without a project open it reads Open a project to choose precedents from its file library. Search narrows the list, checkboxes pick the documents, and the cap is 20. The primary button counts what you have chosen, for example Learn from 4 documents.
When it finishes, a message confirms how many documents it consolidated and the draft opens in the wizard for review.
The wizard
The wizard lives at /dashboard/templates/create/ followed by the feature, and its header names what you are building, for example Create Timeline template. Three steps run down the left. You can jump back to a step you have already reached, but not forward past one you have not.
Step 1: Template details
| Field | Notes |
|---|---|
| Template name | Required. |
| Template description | Free text. A microphone is available for dictation. |
| Practice area (optional) | Document Review only. A short label such as M&A or Employment. |
| Contract negotiation scope (optional) | Document Review only, collapsed by default. Holds Contract type (optional) and Party role (optional), which is Our paper or Their paper. Setting both turns the template into a negotiation playbook the Word add-in can use. |
| Jurisdictions | Defaults to the jurisdiction you are working in. It controls who sees the template: a reader whose jurisdiction matches a tag, and everyone when the template is left generic. |
| Tags | A row of 41 chips. Exactly one must be selected. |
Continue stays disabled until there is a name and one tag.
Step 2: The items
The middle step is named after what the feature needs: Review checks, Questions, Date types or Focus areas. Its heading counts what you have so far, and a button at the foot adds another.
Each row can be edited or deleted. Adding or editing opens a modal for that item type.
| Item | Fields in its modal |
|---|---|
| Review check | Review check title, Description, a Severity of MUST, SHOULD or NICE TO HAVE, and a Clauses panel holding Acceptable, Fallback and Unacceptable positions. A collapsed Redline clause language (optional) section holds the verbatim wording a finding can insert in the Word add-in. |
| Question | Category, Question and an Answer type. A currency answer adds Currency code (optional); a tag answer requires its allowed values. |
| Date type | Date type name, Description and an Output format. Choosing a tag format reveals Allowed tag values. |
| Focus area | Focus area name and Description. Both are required. |
Step 3: Share template
The last step is headed Choose visibility and offers Personal or Organization. Choosing Organization reveals a member list with All members and Specific members. See Sharing templates for what each one means.
The primary button reads Save Template on this step. Cancel in the footer abandons the whole thing.
Drafting templates
Drafting has its own editor at /dashboard/drafting/templates/, headed New drafting template. All three methods lead there: Build Manually opens it empty, Generate with AI opens it with a drafted outline, and Extract from file saves the extracted template first and opens it by id.
The fields are Template name, Description, Category, Tone, Jurisdictions, the sections, Instructions and a Visibility choice of Personal or Organization. Add section appends a section, each with a heading and a line of guidance, and sections can be dragged into a different order. Save template commits it. Drafting Templates covers the editor in full.
Case Strategy playbooks
Choosing Case Strategy from New Template switches the screen to that tab and opens Save as playbook. It asks for Acting for, a Strategy prompt describing the matter pattern, a Category, and one or more focus points added with Add focus point. A playbook is saved to your own library and shows on the Case Strategy tab.
Copying and changing what exists
You do not have to start from nothing.
- Duplicate template on a Judicio or shared template opens the Duplicate Template modal with the name prefilled as the original plus - Copy. Adjust the name, description and tag, then Save Template. The copy is personal, and the list scrolls to it under My templates.
- On a template you own, the pencil control opens Edit Template, where you can change the name, description, jurisdictions and tag. The item list underneath the info card is editable in place, so a check or a question can be added, corrected or removed without reopening the wizard.
- The bin control opens Delete Template?, which warns This will permanently delete the Template. You can't undo this action.
Next steps
- Sharing templates - personal, organisation-wide, or named colleagues.
- Browsing the template library - finding what you built later.
- Review Templates - saving one from inside a review instead.
- FAQ - answers and troubleshooting.