Templates are the foundation of document generation in ProPlaintiff. Whether you’re creating a demand letter, a medical chronology, or another legal document, templates let you control how your documents are structured, styled, and presented down to the smallest detail.
📍 Where to Find Templates
Select a case from the Viewing Case dropdown menu.
Scroll to the Main Navigation section.
Click Templates.
📄 What Are Templates?
A template is a customizable framework that defines:
Document layout and structure
Branding elements (headers, footers, logos, etc.)
Section prompts to guide the AI when populating content
Styling and formatting rules
Signature blocks and standard closing content
By using templates, you can ensure every generated document reflects your firm’s tone, professionalism, and unique approach.
🎯 Why Use Templates?
Templates help you:
Ensure consistency across all generated documents
Maintain firm branding and formatting standards
Provide section specific instructions to improve AI accuracy
Reduce manual editing after generation
Scale document creation across multiple case types and jurisdictions
💡 Pro Tip: Create a general template for each document type you use regularly, then develop more specialized templates as your needs evolve.
📂 Template Categories
Templates are organized into categories to make them easy to find and match to specific use cases. Common categories include:
Demand Letters
Medical Chronologies
Settlement Agreements
Legal Briefs
Client Communications
When creating a new template, assign it to the appropriate category so you can quickly locate it during document generation.
🤝 Sharing and Collaboration
Templates can be used individually or shared across your team:
Share templates with other users in your organization
Search and filter templates by name, category, or author
Access templates shared with you, plus public templates
This ensures teams can align on best practices and accelerate document preparation through standardized formatting.
Using Your Organization's Existing Templates
At this time, you cannot upload your organization’s existing templates directly into ProPlaintiff.ai. Instead, you will need to create custom templates from scratch within the platform.
To save time, you can start with the pre-made templates that are already available.
These can be used as-is, or duplicated and customized to better fit your firm’s standards.
📌 Note: The ability to upload your organization’s own templates is on our roadmap and will be available in a future update.
Summary
Templates put you in control of your document outputs from structure and branding to content logic and tone. With customizable prompts, reusable sections, and sharing capabilities, templates ensure every generated document starts on a solid, consistent foundation.
👉 Let's get started! Getting Started With Custom Templates.
Need Help?
👉 Check out our YouTube video - ProPlaintiff.ai V3 Tutorial Walkthrough
If you need additional assistance, please don’t hesitate to reach out to our support team via chat or email us at cx@proplaintiff.ai. We're here to help!