Templates

Build consistency and efficiency in your legal processes with customizable templates that save time and reduce errors.

Streamline repetitive tasks.

Get real-time notifications on task assignments, status changes, and deadlines directly on your mobile. Stay informed wherever you are, without constantly checking your inbox.

Standardize processes effortlessly.

Maintain uniformity across all matters by standardizing key workflows and processes. Templates ensure that tasks, documents, and communication follow a consistent pattern, reducing variability and enhancing quality.

Less time setting up, more time executing.

With templates, your team spends less time on setup and more time on substantive work. Just a few clicks are all it takes to deploy a ready-to-go structure for any matter.

This image is meant to show the Lupl template library from the view of users, with no filters being applied.

Scale consistency across the firm.

  • Deploy standardized templates to streamline onboarding and training.
  • Access firm-approved workflows and document templates to maintain quality.
  • Reduce variability by setting a unified approach to common tasks.
This image shows a template which has been selected. In this view, users can see the workstreams, key dates, documents, and linked resources (pins) that will be added to the matter that is created from this template.

Save and share best practices.

  • Easily share customized templates with teams and clients to enhance collaboration.
  • Build a library of templates that reflect firm expertise and successful approaches.
  • Update templates regularly to keep practices aligned with the latest standards.
This image shows a user filtering out templates by those created within their organization, and being filtered to only show templates for commercial practice areas.

Empower teams firm-wide.

  • Instantly access templates for common matters and case types, reducing setup time.
  • Empower individuals to focus on core legal work rather than administrative tasks.
  • Promote agility and readiness by adapting templates to evolving needs and priorities.

Explore Workflow & Automation Further

Explore even more powerful task management features designed to make managing work no work at all.

Forms

Streamline data entry with customizable forms for accurate, consistent information management.

Explore Forms →

Automations

Save time, reduce errors, and allocate work more effectively through workflow automations.

Explore Automations →

AI

Use natural language to generate summaries, reports, and drafts to use for client updates.

Explore AI →