Template
Start from the firm’s own precedent.
Template turns the documents your organisation already trusts into starting points inside the matter — versioned, scoped, and editable in place.
Capabilities
Your precedents
The structures your organisation actually uses — not a public bank.
Fill the fields
Bracketed fields populate from the matter.
Versioned
The precedent improves instead of drifting across inboxes.
Opens in the Editor
A draft lands as a normal document you keep editing.
Templates will hold the document structures your organisation actually uses, versioned and available inside the matter editor.
What it is for
The approved document structure lives in the workspace — the draft starts from it.
- Ends the hunt for last time’s version
- Your organisation’s own precedents, not a public bank
- What a firm marks as template stays inside its boundary
How it will work
Save a matter document as a template; start the next matter from it.
- Save any matter document as a template
- Start new matters from organisation precedents
- Versioned templates scoped to your organisation
- Drafts open directly in the Editor
What is live, and what is next
In development, sequenced behind the Editor — templates need somewhere to open.
- The Roadmap tracks the landing order
Questions
Are templates shared across firms?
No. A template stays inside your organisation’s boundary.
How do templates get made?
Save any matter document as a template; the next matter can start from it.
Is Template live?
In development, sequenced behind the Editor — templates need somewhere to open first.
Work with Template inside Obiter.
In development. Request access to hear when it reaches the workspace.