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Review Template Library showing categories with options to filter by All, Yours, Team, and Libra The Template Library contains pre-built review templates ready to use. These templates are designed for common legal review tasks and can be used as-is or customized to fit your needs.

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Using a Library Template

1

Browse templates

Navigate to the Review section in Libra. Templates appear as a slideshow at the top. Use the tabs to filter by My Templates, Team, or Libra. Select your Jurisdiction from the dropdown—templates are tailored to specific legal systems.Review section showing template slideshow with jurisdiction filter
2

Start a review

Click Use Template to start a review with the selected template. Upload your documents and the review will analyze them against the template criteria.Template selection to start a new reviewThe template will apply its pre-configured criteria to your documents.

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Duplicating Templates

Template card showing three-dot menu with Duplicate option If a library template is close to what you need but requires adjustments:
  1. Click the three-dot menu on the template card
  2. Select Duplicate
Your copy will be saved separately from the original, allowing you to modify the criteria, adjust instructions, or change the output format.

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Sharing Templates

You can share review templates with your entire team, specific user groups, or individual colleagues. Shared templates ensure your team uses consistent review standards.
1

Open the template

Navigate to the review template you want to share. Click the Share button in the top right corner.
2

Add people or groups

Search for colleagues or user groups in the Share with field and click Add. You can also set General access to Everyone in the team to share with your whole team.Choose a permission level for each person or group:
  • View only: Can use the template to run reviews
  • Edit: Can modify the template and manage sharing
  • Full Access: Can edit, delete, and manage sharing

Team Management

Learn more about user groups, permission levels, and sharing options.

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Best Practices

Instead of “Check the termination clause,” specify “Identify the notice period for termination and whether termination for cause is defined.”
  • Text extraction for pulling out specific provisions
  • Yes/No for presence/absence checks
  • Rating for qualitative assessments
  • Date/Number for specific data points
If your firm has specific standards or the review is jurisdiction-specific, include that context in your instructions.