Document Templates

Templates are reference Word documents that Parachute’s AI uses as a base when drafting new documents. Unlike branding, templates are about content - structure, clauses, language, and formatting patterns that the AI should follow.

For example, you might upload your firm’s standard employment agreement as a template, then ask Parachute to draft a senior designer employment agreement based on it. The AI will follow the template’s structure, clause order, headings, and style while adapting the content to your prompt.

Uploading a template

From the Templates page (under Documents):

1. Click Upload template
2. Select a .docx file from your computer
3. Give the template a name (e.g. “Standard employment agreement”, “NDA template”)
4. Click Save

What makes a good template

A template is any Word document that represents a standard or repeatable document your firm produces. Good templates to upload include:

• Standard agreements - employment agreements, NDAs, service agreements, vendor contracts
• Policy templates - privacy policies, acceptable use policies, information security policies
• Letter templates - engagement letters, advice letters, demand letters
• Framework documents - compliance checklists, audit templates, due diligence questionnaires

The AI extracts the text content from your template and uses it as a reference, so the document should contain the full text you want the AI to follow - not just headings or placeholders. Do not upload signed or matter-specific documents - use sanitised precedents with client names, pricing, and other confidential details removed.

Using a template when drafting

When you create a new document, you can select a template from the dropdown. Parachute’s AI will then:

• Follow the template’s structure, headings, and clause order
• Use similar language and terminology
• Adapt the content based on your prompt and any additional instructions
• Draw from your knowledge base and organisation metadata as usual

Example workflow

1. Upload your firm’s standard employment agreement as a template
2. Create a new document and select the template from the dropdown
3. Write a prompt like: “Draft a senior designer employment agreement with a $150k salary, 4 weeks annual leave, and a 3-month probation period”
4. Parachute drafts the agreement following your template’s structure and clause patterns, adapted to the specifics in your prompt

Templates and branding at export

When you export a document that was drafted from a template, the export dialog gives you the choice of:

• Your letterhead branding - apply one of your uploaded letterheads (headers, footers, page styling)
• No branding - export without any letterhead applied

Templates and branding work independently - templates guide the AI’s content during drafting, while branding controls the visual presentation at export.

Next steps

• Branding - upload letterheads to brand your exported documents
• AI Document Drafting - learn more about how AI drafting works
• Knowledge Base - improve AI output by building your knowledge base