Creating a template with AI.

Creating a template with AI.

2 min readUpdated June 2026 New Templates

The AI template creator builds a full document checklist from a plain language description of your matter. Describe what you are collecting documents for, and Fetcher drafts a complete template you can review, edit, and save in under a minute. No blank page, no rebuilding the same list from memory.

How it works

Open the template creator

Go to /dashboard/?v=templates and click Create with AI, next to the regular New Template button.

Describe the matter

Type a plain language description, for example "Mortgage refinance for a self-employed borrower" or "New client intake for an immigration matter." One or two sentences is enough.

Review the draft

Fetcher generates a complete checklist, document names and suggested file types included, usually in a few seconds.

Edit anything

Add, remove, or rename items before saving. Treat the draft as a strong starting point, not a finished answer.

Save as a template

Click Save Template. It is available immediately on new requests, the same as any template you build by hand.

Writing a good description

The quality of the draft depends on the quality of the description. A few guidelines:

Name the matter type clearly: refinance, intake, onboarding, closing, and so on.
Mention anything unusual about the situation, self-employed, out-of-state, first-time, joint filer.
State the industry if it is not obvious from context.
Keep it to one or two sentences. Longer descriptions do not produce better results.

Description

"Mortgage refinance for a self-employed borrower with 1099 income"

Government-issued photo ID 1099 forms, last 2 years Profit and loss statement, 12 months Bank statements, business and personal Signed refinance application

Description

"New client intake for an immigration matter"

Government-issued photo ID Proof of current address Prior immigration filings, if any Passport-style photo

Availability and limits

The AI template creator is available on every plan, Solo, Pro, and Team. During your 14-day free trial, AI generations are capped at 5; paid plans include unlimited generations.

How this differs from industry packs

Industry packs are pre-built checklists maintained by Fetcher for common practice areas. The AI creator builds a checklist from scratch around your specific description, which is useful when your matter does not fit a standard pack, or when you want a template tuned to one client's exact circumstances. See industry template packs if you would rather start from something already built.

Always review before sendingThe draft is a strong starting point, not a finished checklist. Check item names against your specific matter and remove anything that does not apply before the template goes out to a client.

Save edited drafts as new templatesIf you adjust an AI draft for one client and like the result, save it under its own name. The original AI-generated template stays untouched for the next matter.