Getting started with Templates
This is the shortest path from an unopened Templates screen to a run started from a saved set. Five steps, each naming the control you press and what happens next.
Nothing here spends credits. The run you start at the end does, at the rate of the feature you start it in.
Open Templates
Select the Templates pill in the top bar. It sits with Files and Projects on the right-hand side of the bar, not in the left sidebar with the features. On a narrow screen the pill is hidden, so use a wider window.
The screen opens on the Document Review tab with My templates selected. A row of feature tabs runs along the top: Document Review, Review Matrix, Timeline, Research, Drafting and Case Strategy. New Template sits at the right-hand end of that row.
Switching tabs swaps the entire library and clears whatever was selected, because each feature keeps its own templates.
Choose a category
Under the tabs sit three categories, each with a count of what it currently holds.
- My templates holds what you created. This is where the screen opens.
- Judicio templates holds the sets Judicio maintains and keeps current.
- Shared with me holds what colleagues shared with you.
The counts follow your search and tag filter, so they always match the list you are looking at.
If you have not created anything yet, My templates reads You haven't created any Templates with a Create template button. Shared with me reads No shared templates until someone shares one.
Narrow the list
Three controls sit above the list.
Search Templates matches as you type. An x appears inside the box to clear it. The search runs across all three categories at once, so a term that finds nothing under My templates may still have results under Judicio templates.
The Tags dropdown filters by practice area. It opens with All at the top followed by 41 tags, from Arbitration to White Collar Crime. A template carries exactly one tag. On the Drafting tab this dropdown is a Category filter instead, drawn from the categories your drafting templates actually use.
The sort control is the small button to the right, labelled Sort options. It opens a Sort by menu with three choices: Recently created, Template name - A to Z and Template name - Z to A. Recently created is the default.
When a search returns nothing the list reads No templates found with a Clear Search button that also drops the tag filter.
Read what the template contains
Select a card. The right-hand pane, headed Template details, fills in.
At the top of the pane is an info card with the name, the description, who made it and when. A Judicio template shows the Judicio mark instead of an author. A template you own reads Created by You with the date.
Under the info card come the tags, the jurisdictions the template is tagged for, and then the list of items. The heading counts them and names them after the feature: Review checks on Document Review, Questions on Review Matrix, Date types on Timeline, Focus areas on Research, Sections on Drafting and Focus points on Case Strategy. A Document Review check with clause positions saved against it expands in place to show them.
A read-only template carries a banner. Judicio templates read This template is managed by Judicio and can't be modified or removed. Shared ones read Only the user who created this template can edit or delete it. Both offer a Duplicate template control, which is how you get an editable copy.
Until you select something the pane reads Select a template to explore.
Run it in its feature
The button at the top of the detail pane is named after the feature the template belongs to: Use in Document Review, Use in Timeline, Use in Case Strategy and so on. Pressing it opens that feature with the template already selected on its own Templates tab. You then choose your documents and start the run from the feature's own start button.
The Drafting tab is the exception. Its detail pane offers a Use in dropdown instead, because a drafting template can seed more than one destination: Drafting, Research, Review Matrix or Timeline.
Like the top-bar pill, this button is hidden on narrow screens.
Next steps
- Creating a template - build your own by AI, by hand, or from a file.
- Browsing the template library - every control on the screen, in one table.
- Sharing templates - keep it personal or hand it to the firm.
- FAQ - answers and troubleshooting.