Templates aren’t copied into projects; they’re referenced. Edit once and every project picks up the change. Clone first for a frozen variant.
The four kinds of templates
Tabs across the top of the Templates page.
Assistants
Custom AI experts pre-loaded with instructions and reference documents: your “M&A specialist”, your “GDPR reviewer”, your “house style writer”.
Workflows
Multi-step prompted procedures that walk you through a recurring task: onboarding a new client, drafting a standard NDA, preparing a memo.
Review templates
The Topics, Positions, and Rules that define how your firm reviews a particular kind of contract. See Review templates.
Discovery templates
The columns and questions you ask across many documents at once: your “Contract data extractor”, your “Lease term checker”.
What’s the same across all four
Whatever the type, every template behaves the same way in the library.| Behaviour | What it means |
|---|---|
| Star a template | Pin it to the top so you can find it instantly. Stars persist across devices. See Starring & sharing. |
| Tag a template | Assign a practice area and any custom tags so it surfaces in the right filters. See Practice areas & tags. |
| Edit in full screen | Open any template in a full-screen editor; change the prompt, the columns, the topics, the steps. |
| Run from the library | Every template card has a Run template button that takes you straight into the right workspace with the template already applied. |
| Share with your team | Restrict a template to yourself, share it with specific colleagues, share it with a team, or make it available across your firm. |
Browsing the library
Switch tabs
The four template types live in their own tabs. Switching tabs filters the grid to that type.
Use the filters on the left
Filter by practice area, by tag, or by author. Combine filters to narrow further.
Creating a template
Three ways to create a template, depending on where you are.From the Templates page (+ Create new)
From the Templates page (+ Create new)
Click the + Create new button in the top right of the Templates page. Pick a type (Assistant, Workflow, Review template, or Discovery template) and you’re taken into a fresh editor.
From a Review or Discovery you've already built
From a Review or Discovery you've already built
Once you’ve built a Review or Discovery you like, click Save as template in the full-screen editor. The template lands in the library, ready to reuse on the next matter.
From Chat (Tools → Create new)
From Chat (Tools → Create new)
Inside any chat, open the Tools dropdown above the input and choose Create new → Review or Create new → Discovery. Once you’ve shaped the result with Libra’s help, you can save it as a template directly from the result card.
Build the second variant by cloning, not editing. Edits propagate to everyone the template is shared with; clones stay yours.
Tips for a tidy library
Star sparingly
Star sparingly
Stars are most useful when there are only a few. If everything’s starred, nothing is.
Tag every template you create
Tag every template you create
Practice areas and custom tags are what make the library scalable as it grows. Tag at creation, not later.
Use Save as template after you've validated the work
Use Save as template after you've validated the work
Don’t save a Review or Discovery as a template until you’ve actually run it once and confirmed the result is what you want. The template will inherit any sloppy column or topic.
Share carefully
Share carefully
Next steps
Practice areas & tags
Organise templates so they’re findable as the library grows.
Starring & sharing
Make the templates that matter most always one click away.