Document Drafting and Templates
Draft legal documents efficiently with AI. Build intelligent templates for contracts, memos, and correspondence.
Premium Course Content
This lesson is part of a premium course. Upgrade to Pro to unlock all premium courses and content.
- Access all premium courses
- 1000+ AI skills included
- New content added weekly
From Blank Page to First Draft
In the previous lesson, we explored contract review and analysis. Now let’s build on that foundation. Legal document drafting follows a predictable pattern: find a precedent, adapt it to the current situation, negotiate changes, finalize. AI accelerates every step—but the “find a precedent” step especially.
Instead of searching through your document management system for the closest prior transaction, you can describe what you need and get a structured first draft in minutes. Then you bring your expertise: adjusting for the specific deal, adding client-specific protections, and ensuring the language matches your jurisdiction’s requirements.
The Specification-Driven Drafting Method
The quality of an AI-drafted document is directly proportional to the quality of your specification. Here’s how to write specifications that produce usable first drafts:
The Master Drafting Prompt
Draft a [document type]:
DOCUMENT TYPE: [Contract, memo, letter, motion, etc.]
JURISDICTION: [Governing law]
PARTIES:
- Party A: [Role, description—anonymize if needed]
- Party B: [Role, description]
COMMERCIAL TERMS:
- [Term 1: e.g., Purchase price: $X]
- [Term 2: e.g., Term: 3 years with auto-renewal]
- [Term 3: e.g., Scope of services]
KEY PROVISIONS TO INCLUDE:
- [Provision 1]
- [Provision 2]
- [Provision 3]
PROVISIONS TO EXCLUDE OR LIMIT:
- [Provision to exclude: reason]
STYLE NOTES:
- [e.g., Use defined terms consistently]
- [e.g., Plain language where possible]
- [e.g., Include section cross-references]
PRECEDENT LANGUAGE TO FOLLOW:
[Paste any preferred clause language from your templates]
Staged Drafting Workflow
Don’t generate the entire document at once. Build it in stages:
Stage 1: Structure and Recitals
Draft the structure and recitals for a [document type]:
[Paste your specification]
Provide:
1. Document title and date format
2. Party identification with recitals
3. Complete table of contents with section headings
4. Definitions section (key defined terms)
I'll review this structure before you draft the substantive provisions.
Review: Does the structure capture everything the deal requires? Are the defined terms appropriate? Adjust before proceeding.
Stage 2: Core Commercial Terms
Using the approved structure, draft the core commercial sections:
STRUCTURE: [Paste approved structure from Stage 1]
Draft these sections in full:
- [Section X: Scope of services/license/sale]
- [Section Y: Payment terms]
- [Section Z: Term and termination]
Use the defined terms from Stage 1 consistently.
Include cross-references where appropriate.
Stage 3: Protective Provisions
Draft the protective provisions:
CONTEXT: [Paste what we have so far]
Draft these sections:
- Representations and warranties
- Indemnification
- Limitation of liability
- Confidentiality
- Insurance requirements (if applicable)
For each provision, draft language that [favors/balances/is neutral toward] Party A.
Stage 4: Boilerplate and Schedules
Complete the document with boilerplate and schedules:
Draft:
- Notices provision
- Assignment
- Amendment and waiver
- Entire agreement
- Severability
- Counterparts
- Governing law and dispute resolution
- Signature blocks
- Any schedules or exhibits referenced in the body
Ensure all cross-references are accurate.
Quick check: How many hours do you typically spend on the first draft of a contract? With staged AI drafting, most lawyers report cutting that time by 60-75%.
Drafting Specific Document Types
Legal Memoranda
Draft an internal legal memorandum:
TO: [Recipient]
FROM: [Author]
RE: [Subject matter]
DATE: [Date]
QUESTION PRESENTED:
[The specific legal question]
BRIEF ANSWER:
[Your conclusion—I'll refine this]
FACTS:
[Anonymized relevant facts]
AUTHORITIES:
[List your verified statutes and cases]
Structure the discussion section to:
1. State the governing legal framework
2. Apply the law to our facts
3. Address counterarguments
4. Reach a supported conclusion
Tone: analytical, objective, thorough.
Use proper legal citation format.
Client Letters
Draft a client advisory letter:
CLIENT: [Anonymized description]
TOPIC: [Legal issue]
PURPOSE: [Inform, advise, recommend, request action]
SITUATION: [Brief facts]
LEGAL ANALYSIS: [Your conclusions—plain language]
RECOMMENDATION: [What you advise the client to do]
The letter should:
- Explain the legal issue in accessible language
- Avoid unnecessary jargon (define terms when used)
- Present options clearly with pros/cons
- Make a specific recommendation
- Note any deadlines or time-sensitive issues
- Include appropriate caveats
Tone: professional, clear, confident.
Demand Letters
Draft a demand letter:
FROM: [Your client—anonymized]
TO: [Opposing party—anonymized]
CLAIM: [Nature of the claim]
FACTS: [Key facts supporting the claim]
LEGAL BASIS: [Statutes, regulations, or common law]
DEMAND: [Specific remedy sought]
DEADLINE: [Response deadline]
The letter should:
- State facts clearly and persuasively
- Identify the legal violations or breaches
- Specify the exact remedy demanded
- Set a clear deadline for response
- Reference potential litigation without being overly threatening
- Maintain a professional, firm tone
Include a factual recitation that could serve as
a foundation if this proceeds to litigation.
Motions and Briefs
Draft a motion [type]:
COURT: [Court name and jurisdiction]
CASE: [Anonymized case description]
ISSUE: [What the motion seeks]
STANDARD: [Legal standard for this type of motion]
ARGUMENTS:
1. [First argument with supporting authority]
2. [Second argument]
3. [Third argument]
OPPOSING ARGUMENTS TO ADDRESS:
1. [Anticipated counter-argument]
Format according to [court rules/local rules].
Include proper case citations (I will verify all citations).
Using Precedent Documents Effectively
Your best templates should inform AI drafting:
I'm drafting a new [document type]. Here's my firm's
standard template for this type of agreement:
[Paste template or key provisions]
Using this as a style and substance guide, draft a
new version adapted for this situation:
[Describe the new deal/situation]
Maintain:
- Our standard clause structure and language
- Our preferred defined terms
- Our standard protective provisions
Modify:
- Commercial terms to match this deal
- Scope provisions for this specific engagement
- Any jurisdiction-specific requirements
This ensures consistency across your documents while adapting for each situation.
Quality Control Checklist
Before finalizing any AI-drafted document:
Review this document for quality:
[Paste the drafted document]
Check for:
1. All defined terms are actually defined
2. All cross-references point to correct sections
3. No internal inconsistencies
4. All blanks/brackets are filled in
5. Dates and deadlines are consistent
6. Party references are consistent throughout
7. Governing law matches the jurisdiction
8. Signature blocks match the parties
9. All exhibits/schedules referenced are included
10. No placeholder or template language remains
Then apply your own review:
- Legal accuracy verified against your research
- Jurisdiction-specific requirements met
- Client-specific protections included
- Risk allocation matches the deal dynamics
- Style matches your firm’s standards
- Language is precise and unambiguous
- All citations verified independently
Building Your Template Library
DOCUMENT DRAFTING LIBRARY
├── Contracts
│ ├── Service agreement (standard)
│ ├── SaaS / license agreement
│ ├── NDA (mutual and one-way)
│ ├── Employment agreement
│ ├── Independent contractor agreement
│ └── Master service agreement
├── Litigation
│ ├── Demand letter
│ ├── Motion to dismiss
│ ├── Summary judgment brief
│ └── Discovery requests
├── Corporate
│ ├── Board resolutions
│ ├── Shareholder agreement
│ ├── Operating agreement
│ └── Stock purchase agreement
└── Client Communications
├── Advisory letter
├── Engagement letter
├── Status update
└── Closing letter
Exercise: Draft a Document
Choose a document type you draft regularly:
- Write a detailed specification using the Master Drafting Prompt
- Generate Stage 1 (structure and recitals) and review
- Generate Stage 2 (core terms) and review
- Run the quality control checklist
- Compare the AI-assisted draft to your typical first draft
- Note areas where AI was strong and where you needed significant revision
Key Takeaways
- Specification quality determines AI drafting quality—detailed inputs produce usable drafts
- Stage your drafting: structure first, then commercial terms, then protective provisions, then boilerplate
- Use precedent documents to train AI on your firm’s preferred language and approach
- AI-drafted documents always require professional review—never file or send without checking
- Build a template library of prompts for document types you draft regularly
- The quality control checklist catches issues before they reach clients or courts
Next: using AI for case analysis and precedent research—finding the cases that win arguments.
Up next: In the next lesson, we’ll dive into Case Analysis and Precedent Research.
Knowledge Check
Complete the quiz above first
Lesson completed!