Create a contract from a Template

A Template combines approved contract language with variables such as party name, fees, term, and governing law. Creating from a Template keeps the first draft consistent and gives reviewers a clear starting point.

Start a Matter

Select New Matter from the Workspace header. Choose the agreement type, name the counterparty, assign an internal owner, and select a target signature date.

Choose a Template

Redline shows Templates available for the agreement type and legal entity. Check the Template version and owner before continuing.

Complete the variables

Enter each required value. Redline previews every location where a value will appear and flags inconsistent dates, currencies, or party names.

Review suggested clauses

If a Playbook is attached, review any alternative language suggested for the deal profile. Add approved clauses from the Clause Library when the contract needs terms not included in the base Template.

Create the first draft

Select Create draft. Redline saves version 1 in the Matter and records the Template version and variable values in the activity history.

Tip:

Keep deal-specific facts in variables rather than editing repeated text. This reduces mismatches between the commercial summary and the contract body.

When the draft is ready, send it for counterparty review or learn the redlining basics.