Templates, Clauses & Playbooks
Templates
Templates are pre-formatted documents you can use as starting points. Browse the template gallery to find:
- Legal templates — NDAs, employment contracts, service agreements
- Business templates — proposals, meeting notes, project briefs
- Spreadsheet templates — budgets, trackers, project plans
- Presentation templates — pitch decks, quarterly reviews, proposals
Browse templates
Navigate to Templates in the sidebar to see all available templates, organized by category.
Use a template
Click any template to create a new document from it. The formatting, styles, and placeholder content are all ready to customize.
Create your own template
Format a document the way you want, then save it as a template. It appears in your gallery for reuse.
Clauses
Clauses are reusable text blocks — paragraphs, sections, or entire pages that you insert into any document.
- Create a clause from any selected text in the editor
- Insert a clause via the clause picker or by typing its name in ⌘K
- Edit clauses without affecting documents that already use them
Clauses are perfect for standard legal language — confidentiality paragraphs, limitation of liability, force majeure. Write once, use everywhere.
Playbooks
Playbooks automate document reviews with custom rules. Define what to check for, and the AI evaluates every clause in your document.
Example rules:
- "Flag any indemnification clause without a cap"
- "Ensure all dates use DD.MM.YYYY format"
- "Check that the governing law is German law"
Each rule generates a departure report with specific citations and suggestions for improvement.