This feature is ideal for firms that already have a preferred Demand Letter, Medical Chronology, or other legal document and want to use it as the foundation for a reusable ProPlaintiff template.
💡 Template Mirroring is designed to give you a starting point, not create an exact copy of your original document. Tiff builds what she believes should be the appropriate sections, subsections, and AI prompts. You can then tell Tiff what you want changed before saving and continue refining the template afterward.
Where to Find Template Mirroring
Navigate to Templates.
Click + Mirror Document in the upper-right corner.
The Template Mirroring interface will open, allowing you to upload an existing document.
How Template Mirroring Works
1. Upload Your Document
Select Click to upload or drag and drop to add the document you want Tiff to use as a reference.
You may upload from:
Your local device
Google Drive
Microsoft OneDrive
Dropbox
For the best starting point, upload a document that closely represents the structure and content your firm regularly uses.
2. Start Mirroring
Once your document is uploaded, click Create template
💡 Important: Do not navigate away from the page while your template is being generated. Leaving the page will cancel the processing.
Tiff will analyze the document and determine how she believes the reusable template should be structured, including its:
Sections
Subsections
Section titles
Content structure
AI prompts
General document organization
What Template Mirroring Does Not Copy
Template Mirroring does not create an exact visual duplicate of the uploaded document.
Logos and images are not copied into the mirrored template. You may also need to make general formatting and styling adjustments after the template is created.
The goal is to eliminate the need to start from scratch by giving you an AI-generated foundation that you can build upon.
3. Review and Make Corrections With Tiff
Once mirroring is complete, carefully review the template before saving it.
Tiff may interpret parts of your document differently than you intended. This is your opportunity to tell her what you want changed.
You can provide Tiff with commands to:
Reorganize sections
Move or adjust subsections
Change section titles
Modify content or instructions
Refine AI prompts
Adjust the structure
Make other corrections to better reflect your original document
Continue providing corrections and reviewing the results until the template is structured the way you want it.
💡 Spend time reviewing and correcting the template with Tiff before you save. The mirroring process gives you the foundation, while your instructions help shape that foundation around your firm's actual workflow.
4. Save Your Template
Once you are satisfied with the corrections you have given Tiff, make sure you save the template.
Saving is an important step because it moves your mirrored template into the Template Builder, where you can access the complete template structure and continue making adjustments.
After saving, you are not finished or locked into the generated result. You can continue editing the template manually, and Tiff remains available whenever you need her assistance.
Editing Your Saved Template
Once you are satisfied with the initial template Tiff created, save your template before continuing with additional customization.
After saving, the Template Builder opens with a left-side panel that gives you direct access to each area of your template. You can make changes manually within the Template Builder or continue providing Tiff with instructions for edits and adjustments. Tiff remains available throughout the editing process if you need assistance.
Template Sections
Use the Template Sections menu on the left side of the Template Builder to move between the different areas of your document:
Header – Configure your document header.
Letterhead – Add and edit content that appears before your document sections.
Document Sections – Review and edit the sections, subsections, and AI prompts that control the document's content.
Signature – Configure your professional signature block.
Footer – Configure your document footer.
Styling – Adjust document-wide formatting and fonts.
Selecting an option from the left-side panel opens that area of the template so you can review and make changes.
You can make changes manually within the editor or continue providing Tiff with instructions when you want AI assistance.
💡 Tiff is always available. Whether you are making your initial corrections during mirroring or refining the saved template in the Template Builder, you can continue asking Tiff for help.
Review Your Document Sections Carefully
After saving a mirrored template, select Document Sections from the left-side panel and review the structure Tiff created.
Pay particular attention to subsections. Tiff may create subsections based on how she interprets the structure of your original document. Expand each section and review any subsections to make sure the content and prompts are organized where you want them.
If you don't want a subsection Tiff created, you can copy its prompt into the appropriate parent section and remove the subsection. You can also leave the subsection in place if the structure works for your document.
Remember, Template Mirroring is designed to give you a strong starting point. You should always review the sections, subsections, prompts, and formatting before using the template for document generation.
For each section, review the:
Section title
AI prompt
Section placement
Subsections
Subsection titles
Subsection prompts
Make Sure You Open Your Subsections
Tiff may create subsections when mirroring your original document. Be sure to expand the Subsections area within each section so you can see exactly what was created.
Don't assume that everything you see in the document preview belongs to the main section. Some of the generated instructions may be contained within subsections.
Review whether each subsection is necessary and whether Tiff placed it where you want it.
What If You Don't Want a Subsection?
You do not have to keep the structure Tiff created.
If you don't want a particular subsection, you can copy its prompt and add it to the section above it, then remove the unnecessary subsection.
If the subsection works well where Tiff placed it, you can simply leave it there.
The goal is to structure the template around how your firm wants the finished document generated, rather than keeping a section or subsection simply because the AI created it.
Fine-Tuning Your AI Prompts
The prompts generated during Template Mirroring represent what Tiff believes each section should contain. Review them carefully and make adjustments when necessary.
The AI Prompt within each section or subsection controls what information the AI should generate and how that information should be presented.
If you regularly generate a document where certain language should remain unchanged, you can also provide more specific instructions.
Use brackets for information that should be populated dynamically, such as:
[Client Name][Insurance Company][Today's Date][Check #]
For language you do not want rewritten, place the language in quotation marks and clearly instruct the AI to use it verbatim.
For example:
Verbatim. Only fill in the words in brackets with data from the file:
“Dear [Insurance Company], The Law Firm represents [Client Name]…”
This is especially useful when recreating documents your firm sends regularly and you want the wording to remain consistent while case-specific information changes.
Add Your Branding and Formatting
Because logos and images are not copied during Template Mirroring, use the Template Builder to finish configuring the appearance of your document.
From the Template Sections panel, you can access:
Header
Configure your document's header.
Letterhead
Add and format the content that should appear before your document sections, including your firm's letterhead and branding.
Signature
Configure your professional signature block and related information.
Footer
Configure the footer that should appear on the document.
Styling
Adjust document formatting and fonts.
Review the finished document carefully, as some general formatting changes may be necessary after mirroring.
Name and Categorize Your Template
Select Properties in the Template Builder to manage the template's basic information.
From Properties, you can:
Edit the Template Name
Select the appropriate Category
Give the template a clear name that makes it easy for your team to identify later.
Examples might include:
Medical Records Authorization
Standard Demand Letter
Medical Chronology
Letter of Representation
Set Template Permissions
Select Permissions to determine who within your organization can access the template.
You can:
Search for and add individual team members
Enable Public Access to make the template available to all users in your organization
Using Public Access
If the template is intended to be used across your entire organization, Public Access is generally the best option.
Making the template public means you won't need to return to its permissions every time a new team member joins and manually grant that individual access.
If the template should only be available to certain users, leave Public Access disabled and add the appropriate team members individually.
Before You Finish
Before putting a mirrored template into regular use, give it one final review:
Review the initial mirrored result.
Give Tiff corrections and adjustments.
Save the template once you're satisfied with those corrections.
Open Document Sections and review every section.
Expand and review all subsections.
Review the AI prompts and make any necessary changes.
Add any logos, images, letterhead, signatures, or other branding that was not carried over.
Review your header, footer, and styling.
Use Properties to confirm the template name and category.
Use Permissions to determine who can access the template.
Continue using Tiff whenever you need assistance refining the template.
💡 Consider generating a test document before using the template in your regular workflow. This gives you an opportunity to see how your sections and prompts behave with actual case information and make any final adjustments.
Summary
Template Mirroring is designed to help you build, not to create a perfect copy automatically.
Instead of starting with a blank template, upload one of your firm's existing documents and let Tiff create the initial sections, subsections, and prompts for you. Review her work, give her corrections, and save the template once you're satisfied with the initial structure.
After saving, use the Template Builder side panel to review Document Sections, Header, Letterhead, Signature, Footer, and Styling. Pay particular attention to any subsections Tiff created and adjust or consolidate them as needed.
Finally, use Properties to name and categorize the template and Permissions to control who can access it. If the template is intended for your entire organization, enabling Public Access makes it automatically available as your team grows.
And remember, Tiff remains available throughout the process. You can work manually when you know exactly what you want to change or ask Tiff for assistance whenever you need it.

