How to share a prompt template with your team
To share a prompt template with your team — save the template in Quillio, open Team Templates, and publish it to your firm or a specific team. Team members see it in their prompt library and can use it in any matter.
Why share templates
Firm-wide templates create consistency — every lawyer reviewing a commercial lease applies the same structure, produces the same output format, and flags the same risks. Shared templates are particularly useful for standardised review work, client-facing advice memos, and onboarding junior lawyers.
Building a good template
A shared template should include clear instructions, output format, examples of good and bad output, and any firm-specific conventions. I recommend each template go through a review cycle — senior lawyer drafts, team tests, adjustments made, then published firm-wide.
Governance
Firm admins can restrict template creation to certain roles, require approval before publishing firm-wide, and retire outdated templates. Template usage appears in the firm-wide audit trail.
Step-by-step
- Save the template. In any matter, click Save as Template at the top of the prompt. Give it a name and description.
- Open Team Templates. Go to your profile, then Templates. Your private templates appear first.
- Publish to team. Select the template, click Publish, and choose the scope — entire firm, specific team, or specific users.
- Notify the team. Publishing sends a notification email to the selected group. Include a short description of when to use it.
Common issues
- Templates referencing private matter data will not work when shared — use placeholders
- Published templates cannot be edited by others — only the owner can update
- Firm admin can revoke sharing at any time for governance
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