Template Library Overview

Whisperit's template library provides ready-to-use templates for common legal workflows. This guide introduces the available templates and how they help streamline your dictation and documentation.

What is the Template Library?

The template library is your collection of structured dictation templates in Whisperit. It includes both pre-built templates designed for common legal tasks and custom templates you create.

Benefits of using templates:

• Consistent document structure

• Faster dictation with predefined formats

• Reduced formatting time

• Standardized output across your practice

• Easy reuse of proven structures

Accessing Your Template Library

To view your templates:

1. Click “Templates” in the left sidebar

2. Browse available templates in your "My Templates" section

3. Click any template card to preview or use it

Each template displays:

• Template name

• Brief description

• Action buttons:

  • Create (an new document),

  • Copy

  • Edit - Only available on your custom templates

  • Delete - Only available on your custom templates

  • View - Only available on the default templates

Available Pre-Built Templates

Whisperit includes several ready-to-use templates for common scenarios:

Meeting Report

Purpose:
Record your session and automatically write its report

Best for:
Client meetings, strategy sessions, team discussions

Key features:

• Structured sections for attendees, agenda, discussion points

• Automatic formatting for action items

• Date and time fields

• Summary section

Use this template when you need to document meetings and distribute reports to team members or clients.

Personalized Email (Email personnalisé)

Purpose: Dictate emails with your personal writing style Best for: Client communications, colleague correspondence, status updates Key features:

• Customizable greeting and closing

• Body text structure

• Subject line field

• Professional formatting

This template helps you maintain consistent email style while quickly dictating messages.

Report (Compte-rendu)

Purpose: Record your session and automatically draft comprehensive summaries

Best for: Case summaries, consultation notes, research findings

Key features:

• Executive summary section

• Detailed discussion areas

• Conclusions and recommendations

• Next steps section

Ideal for creating formal reports that require structured documentation.

Notes

Purpose: Dictate note-taking in a structured format Best for: Research notes, case analysis, quick documentation Key features:

• Flexible section structure

• Date and topic fields

• Key points organization

• Reference tracking

Use this template for capturing information that doesn't require formal report format.

Dictation with Punctuation (Dictée avec ponctuation)

Purpose:
Dictate messages with automatic punctuation and symbols

Best for:
Any dictation requiring proper punctuation

Key features:

• Automatic punctuation insertion

• Symbol recognition

• Paragraph formatting

• Natural speech processing

This template ensures your dictated content includes proper punctuation without manual specification.

Choosing the Right Template

Consider these factors when selecting a template:

Document purpose
Match the template to your end goal: formal report, quick notes, client communication, or internal documentation.

Required structure
Some templates offer more rigid structure (Meeting Report), while others are flexible (Notes). Choose based on your needs.

Audience
Formal templates like Compte-rendu work well for client-facing documents. Simpler templates suffice for internal notes.

Dictation complexity
If dictating complex content with specific punctuation needs, use the Dictation with Punctuation template.

Organizing Your Template Library

As your template collection grows:

Use descriptive names
Name templates clearly: "Client Consultation Report" instead of "Report 1."

Create template categories
Develop templates for different practice areas or document types:

• Litigation templates

• Transactional templates

• Client communication templates

• Internal documentation templates

Regularly review and update
Periodically assess which templates you use most and refine them based on experience.

Remove unused templates
Delete templates that no longer serve your workflow to keep your library organized.

Template Use Cases by Practice Area

Litigation

• Meeting Report for client consultations

• Notes for case research

• Compte-rendu for deposition summaries

• Email for opposing counsel communications

Transactional

• Meeting Report for closing meetings

• Email for client updates

• Notes for due diligence findings

• Compte-rendu for transaction summaries

General Practice

• Email for all client communications

• Notes for phone call summaries

• Meeting Report for consultations

• Dictation with Punctuation for general dictation

Maximizing Template Efficiency

Customize before using
Before starting dictation, review the template and adjust sections to match your specific needs.

Combine with AI features
Use templates together with Whisperit's AI assistant for enhanced content generation.

Create template workflows
Develop consistent processes around templates:

1. Select appropriate template

2. Customize structure if needed

3. Dictate content

4. Review and refine

5. Export or share

Share with colleagues
If templates prove particularly useful, share them with team members to standardize workflows across your practice.

Next Steps

Explore each template by:

• Previewing templates to understand their structure

• Testing templates with sample content

• Customizing templates for your needs

• Creating your own custom templates

• Building a template library for your practice