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Getting started with Templates

This article explains how Templates work in LexHub and how to use them to generate new documents that are consistent with your firm's own standards — in both the web application and the Word plugin.

What is a Template?

A Template in LexHub is a Word document that serves as the authoritative drafting standard for a specific document type — such as a Share Purchase Agreement, an NDA, or a Services Agreement. When you use a Template to generate or draft a new document, the AI adapts the content to fit the matter at hand while leaving the formatting, structure, and house style of the Template completely intact.

This is an important distinction. LexHub does not reformat or restructure your Templates. If your firm has a specific way of presenting clauses, numbering sections, or laying out a contract, that will be preserved exactly as it is. Only the content changes — not the form.

Why Templates matter

Without Templates, AI-generated documents can look and feel inconsistent — different formatting, varying clause structures, and outputs that don't match your firm's standards. Templates solve this by anchoring AI output to a document your firm has already approved.

The result is that every new document generated from a Template:

  • Follows your firm's formatting and layout exactly

  • Reflects your preferred clause structures and language

  • Produces output that is immediately recognisable as yours

  • Reduces the time spent reformatting or correcting AI-generated drafts

Where Templates are used

Templates are managed in the LexHub web application and applied in the LexHub Word plugin.

  • Web application — Upload, organise, and manage your Template library. This is where you control which Templates are available to your team.

  • Word plugin — Apply a Template when drafting or revising a contract in Microsoft Word. The writing assistant uses the selected Template as its reference, adapting content while preserving the document's formatting and structure.

Setting up your Templates

Step 1: Prepare your Template document Start with a Word document that reflects your firm's preferred structure, formatting, and language for a given document type. This could be an existing precedent, a standard form contract, or an internally approved template. The document should be in the state you want all future outputs to reflect.

Step 2: Upload the Template Go to Templates in the LexHub web application and click Upload template. Select your Word document and give it a clear name that identifies the document type — for example, "Share Purchase Agreement – Standard" or "NDA – Mutual – English law."

Step 3: Make it available to your team Once uploaded, the Template is available to users in your workspace. You can manage which Templates are visible and who can use them from the Templates section.

Using a Template in the Word plugin

Step 1: Open the LexHub Word plugin Open the document you are drafting or revising in Microsoft Word and activate the LexHub plugin from the Word toolbar.

Step 2: Select a Template In the plugin's writing assistant, select the relevant Template from your workspace library. This tells the AI which document standard to follow when generating or adapting content.

Step 3: Draft or revise with the writing assistant Use the writing assistant to generate new clauses, rephrase existing text, or adapt the document to the specific matter. The AI will produce content that aligns with the structure and language of the selected Template — without altering its formatting, numbering, or layout.

Step 4: Review the output Check the AI's output against your requirements. Because the Template's formatting is preserved, the document should be ready to use with minimal reformatting needed.

What the AI changes — and what it does not

This is worth being explicit about:

Changed by the AI

Preserved by the AI

Clause content

Party names and defined terms

Matter-specific details

Document formatting and layout

Section numbering and structure

House style and font settings

Clause order and document flow

Tips for getting the most out of Templates

  • Use your best precedents. The quality of the Template determines the quality of the output. Upload documents that already reflect your firm's highest standard for that document type.

  • Name Templates clearly. A consistent naming convention — document type, governing law, version — makes it easy for colleagues to find and select the right Template in the Word plugin.

  • Keep Templates up to date. If your standard forms change — for example, following a change in law or an update to firm policy — update the Template in the web application so that all future drafts reflect the latest version.

  • Use one Template per document type. Avoid combining multiple document types in a single Template. A focused Template produces more consistent output than a broad or mixed one.

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