Creating Custom Templates with AI

How to use the "Create New Template" feature with AI assistant

Last updated 4 months ago

Whisperit's AI-powered template creation helps you build custom dictation templates quickly and efficiently. This guide shows you how to use the "Create New Template" feature to generate structured templates with AI assistance.

What is AI Template Creation?

The "Create New Template" feature allows you to build custom dictation templates using Whisperit's AI assistant. Instead of manually formatting templates, you can describe what you need and let the AI generate the structure for you.

Benefits of creating templates with AI:

  • Save time on template setup

  • Get intelligent suggestions for template structure

  • Generate templates from simple descriptions

  • Quickly adapt templates to your specific needs

  • Maintain consistency across your legal practice

Accessing the Template Creator

To create a new template with AI:

  1. Navigate to Templates in the left sidebar

  2. Click the "Create New Template" card

  3. Choose your preferred creation method

You'll see two options for creating templates:

  • Paste in text: Create from existing content, notes, or outlines

  • Generate: Create from a one-line prompt using AI

Creating Templates with the Generate Method

Using AI prompts

The Generate method lets you create templates from simple descriptions:

  1. Click "Generate"

  2. Enter a one-line prompt describing your template

  3. Review popular template options if needed

  4. Click "Generate Template"

  5. Wait for the AI to create your template structure

  6. Review and customize the generated template

  7. Save your template

Example prompts:

  • "Meeting report with agenda, attendees, and action items"

  • "Contract review memo with key terms and recommendations"

  • "Client consultation notes with background and advice given"

  • "Discovery response with objections and answers"

  • "Case strategy outline with facts, issues, and next steps"

Best practices for AI prompts:

Be specific about structure Describe the sections or elements you need. For example: "Email template with greeting, case summary, and next steps."

Include your practice area Mention legal context when relevant: "Personal injury demand letter with damages calculation" or "Real estate closing checklist."

Specify required fields Indicate what information you'll need to fill in: "Template with client name, matter number, and date fields."

Mention formatting needs If you need specific formatting: "Numbered list format" or "Table with two columns."

Creating Templates from Existing Content

Using the Paste in Text method

If you have existing content to convert into a template:

  1. Click "Paste in text"

  2. Paste your notes, outline, or existing content

  3. The AI will structure it into a reusable template

  4. Review the generated structure

  5. Make any necessary adjustments

  6. Save your template

This method is ideal when you:

  • Have existing document formats you want to replicate

  • Created notes or outlines that work well

  • Want to standardize an existing process

  • Have sample documents to convert into templates

Advanced Template Creation Mode

For more control over template creation:

  1. Click "Create in advanced mode"

  2. Access additional template configuration options

  3. Set up more complex template structures

  4. Define custom fields and formatting

  5. Configure template-specific settings

Advanced mode gives you:

  • Fine-grained control over template structure

  • Ability to set up complex nested sections

  • Custom field definitions

  • Advanced formatting options

After Creating Your Template

Review and test Before saving, review the AI-generated template:

  • Check that all sections are included

  • Verify the structure matches your needs

  • Test with sample content

  • Adjust formatting as needed

Save with a descriptive name Use clear names that describe the template's purpose:

  • "Meeting Report - Client Consultation"

  • "Email - Case Status Update"

  • "Notes - Initial Consultation"

  • "Report - Discovery Summary"

Refine over time As you use your templates:

  • Note any missing sections

  • Identify unnecessary elements

  • Edit templates to improve efficiency

  • Create variations for different scenarios

Template Creation Tips

Start simple Create basic templates first, then add complexity as needed. It's easier to expand a simple template than to simplify an overly complex one.

Use templates as starting points AI-generated templates provide excellent foundations. Customize them based on your specific practice and workflow.

Create template families Build related templates for different stages of a matter:

  • Initial consultation template

  • Case progress update template

  • Final report template

Leverage your recent prompts The system saves your recent template prompts for quick reference. Reuse successful prompts to create similar templates.

Common Use Cases

Meeting reports Create templates for different meeting types: client consultations, strategy sessions, court hearings, depositions.

Personalized emails Build email templates for common communications: status updates, document requests, scheduling, follow-ups.

Note-taking templates Structure templates for research notes, case analysis, witness interviews, or document reviews.

Dictation with punctuation Create templates that include proper formatting and punctuation for dictated content.

Compte-rendu (Reports) Generate structured report templates for recording sessions and automatically drafting summaries.

Next Steps

After creating templates:

  • Organize them in your template library

  • Share useful templates with colleagues

  • Create documentation for complex templates

  • Regularly review and update templates

  • Build a template library for your practice area