Browsing the template library
The Templates screen is one library per feature, shown two panes at a time: a list on the left and the selected template on the right. This page names every control on it.
Reach the screen with the Templates pill in the top bar. It is not in the left sidebar.
One library, every tool
The tab row along the top is the largest control on the screen. It has six tabs, one per feature that supports templates: Document Review, Review Matrix, Timeline, Research, Drafting and Case Strategy.
Switching tabs replaces the whole library and clears the current selection. It also resets the category back to My templates. The screen opens on Document Review.
The tab row
| Control | Where | What it does |
|---|---|---|
| Feature tabs | Top left | Switches which feature's library is shown. Clears the selection and resets the category. |
| New Template | Top right | Opens a menu of the same six features. Picking one starts that feature's creation flow. See Creating a template. |
The list pane
| Control | Where | What it does |
|---|---|---|
| My templates | Category row, top of the list | Shows what you created. Editable. |
| Judicio templates | Category row | Shows the sets Judicio maintains. Read-only, with Duplicate template offered. |
| Shared with me | Category row | Shows what colleagues shared with you. Read-only, with Duplicate template offered. |
| Search Templates | Above the list | Matches as you type, across all three categories at once. An x inside the box clears it. |
| Tags | Right of the search box | Filters by practice area. All sits at the top, then 41 tags. On the Drafting tab this is a Category filter drawn from your own drafting categories instead. |
| Sort control | Right of the tags dropdown | Opens a Sort by menu. Its accessible name is Sort options. |
Each category carries a count. The counts are computed from the list you are actually looking at, so they move when you search or filter.
Sort options
| Option | Order |
|---|---|
| Recently created | Newest first. The default. |
| Template name - A to Z | Alphabetical. |
| Template name - Z to A | Reverse alphabetical. |
What a card shows
A card carries the template name and description on the first two lines. Below them sits a row of metadata: the single tag, the jurisdictions the template is tagged for, and a count of the items inside, named after the feature. Document Review counts review checks, Review Matrix questions, Timeline date types, Research focus areas, Drafting sections and Case Strategy focus points.
The last item in that row is the author. A Judicio template shows the Judicio mark and the word Judicio. Anything else shows an avatar and a line such as Created by You | 9 Sep 2026, or the colleague's name when the card sits under Shared with me.
A Document Review template saved with a negotiation scope also shows its contract type and whose paper it covers.
When the list is empty
| State | What it says |
|---|---|
| Search or filter matched nothing | No templates found, with Clear Search, which also drops the tag filter. |
| My templates, nothing created yet | You haven't created any Templates, with a Create template button. |
| Shared with me, nothing shared yet | No shared templates. |
| Any other empty category | No templates available. |
The detail pane
Selecting a card fills the right-hand pane, headed Template details. With nothing selected it reads Select a template to explore.
| Control | Where | When it is available | What it does |
|---|---|---|---|
| Use in Document Review and its siblings | Pane header | Every tab except Drafting. Hidden on narrow screens. | Opens that feature with this template preselected on its Templates tab. The label names the feature, so Timeline reads Use in Timeline. |
| Use in | Pane header, Drafting tab only | Drafting templates | Opens a menu of four destinations: Drafting, Research, Review Matrix and Timeline. |
| Close | Pane header, far right | Always | Clears the selection. Its accessible name is Close template details. |
| Duplicate template | Info card | Judicio templates and templates shared with you | Opens the Duplicate Template modal. The copy lands under My templates. |
| Edit template name | Info card | Your own templates | Opens Edit Template, which holds the name, description, jurisdictions and tag. |
| Share template | Info card | Your own templates, until the template has been shared | Opens the Share template modal. |
| Delete template | Info card | Your own templates | Opens Delete Template?, which warns the deletion cannot be undone. |
| Manage sharing | Shared with section | Your own templates, once shared | Reopens the Share template modal so you can change who has it. |
Inside the pane
Under the info card, the pane lists the tags, the jurisdictions, and then the items. The heading counts them, for example 12 Review checks. On a template you own each row has an edit and a delete control, and a button at the foot adds another: Add a Review check, Add a question, Add date types or Add focus area. On a read-only template those controls are absent.
A Research template also shows Output format and Tone & style when it carries them. A Drafting template shows its tone under the section list. A Case Strategy playbook shows the side it acts for.
Deleting an item removes it straight away and confirms with Item deleted.
The read-only banners
| Category | Banner |
|---|---|
| Judicio templates | This template is managed by Judicio and can't be modified or removed |
| Shared with me | Only the user who created this template can edit or delete it |
Neither is a dead end. Duplicate template gives you a copy you own.
Jurisdiction and what you see
Templates carry jurisdiction tags. A template tagged for a jurisdiction is listed for readers working in it, and a template left generic is listed for everyone. That is why the Judicio templates count differs between colleagues working in different jurisdictions. See Jurisdiction coverage.
Next steps
- Getting started with Templates - the walkthrough, screen by screen.
- Creating a template - the four creation routes.
- Sharing templates - who can see what you built.
- FAQ - answers and troubleshooting.