Tag filters combine with AND, not OR; NDA + English shows only templates with both. For NDA OR English, run two filtered searches.
Why two systems
Practice areas are the firm-wide cabinet. Every template can sit in exactly one (M&A, Employment Law, Compliance & Risk, Litigation), and the list is fixed across the whole firm so there’s no drift between teams. Tags are the labels you stick on individual files. They’re free-form, you make them up, and a template can carry as many as you find useful. The two systems work in different directions: the practice area answers “what kind of work is this?”, the tag answers “what’s specific about this one?”, like NDA, English, German law, or an internal client code. The full list of practice areas is maintained centrally; your firm administrator can suggest additions if a relevant area is missing:| Practice area | Typical use |
|---|---|
| M&A | Acquisition documents, share purchase agreements, due diligence playbooks. |
| Employment Law | Employment contracts, separation agreements, HR policies. |
| Compliance & Risk | GDPR review, anti-bribery checks, regulatory requirements. |
| Litigation | Pleadings, evidence reviews, witness summaries. |
| Corporate | Articles of association, shareholder agreements, board resolutions. |
| Real Estate | Lease agreements, property purchase contracts, easements. |
| Tax | Tax opinions, transfer pricing, VAT compliance. |
| Intellectual Property | Trademark and patent assessments, licensing agreements. |
| General | For anything that doesn’t fit a specific practice area. |
Tagging in practice
Tags live in the header of every template’s editor. Open a template, type into the Tags field, and Libra suggests tags already used by your team; that’s the easiest way to keep the vocabulary tidy. If nothing fits, you create a fresh tag and it joins the suggestion list for everyone else. Once saved, the tags appear as pills on the template’s card and become searchable and filterable across the library. Filtering combines axes. The filter sidebar on the Templates page lets you pick a practice area as the first cut (everything tagged Employment Law), then narrow with tags (and tagged NDA, and tagged English); multiple tags combine with AND. There’s also an author filter for templates created by me / by colleagues / by the firm’s central team. The Clear all filters button resets the view. The pattern that works in practice: use practice areas as the primary axis since they’re stable and consistent across the firm; they give you a reliable first cut even when you don’t remember the exact name of a template. Use tags for the dimensions practice areas don’t cover (document type, jurisdiction, language, client code), and resist tagging things already in the template’s name. If a template is called “NDA Consistency Check”, you don’t need a check tag.Renaming and merging tags
If your library has gone slightly chaotic and you want to tidy up:Tag management is per-firm. Your firm administrator can rename tags, merge duplicate tags, and delete unused ones from the firm’s admin settings.
- Filter the library by the duplicate tag.
- Open each template and replace the duplicate with the canonical version.
- The orphaned tag stops appearing in the filter list once nothing uses it.
Tips for a tag system that scales
Agree a tag vocabulary as a team
Agree a tag vocabulary as a team
The first month with custom tags is when patterns get set. Spend 30 minutes deciding which tags everyone will use (jurisdiction, contract type, client), and write the list somewhere shared.
Pluralise consistently
Pluralise consistently
Decide whether your tags are NDA or NDAs, Lease or Leases, and stick with it.
Avoid tags that mean the same as practice area
Avoid tags that mean the same as practice area
Don't tag your way to a tree
Don't tag your way to a tree
If you find yourself wanting parent/child tags, the system isn’t designed for it. Use the practice area for the parent dimension and tags for the child.
Next steps
Starring & sharing
Promote templates to favourite status and share them with your team.
About templates
Back to the library overview.