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Clausery

Getting started

Ten minutes from an existing Word document to a reusable, guided template.

1. Tag a Word document

Open any document you draft regularly in Microsoft Word (or LibreOffice, Google Docs exported as .docx). Replace each part that changes with a tag in curly braces:

This Agreement is made on {effective_date} between {party_a_name} ("{party_a_short}")
and {party_b_name} ("{party_b_short}").

Wrap optional passages in a section that starts with {#name} and ends with {/name}:

{#has_retainer}Before we begin work, we require a retainer of {retainer_amount}.{/has_retainer}

Save the file as .docx. The full syntax, including repeating lists and table rows, is in Template syntax. Three ready-made samples are available in the app if you would rather start from one.

2. Add it to Clausery

Open the app and drop the file on the Templates page. Clausery reads the tags and builds a questionnaire: {effective_date} becomes a date question, {retainer_amount} a money question, {#has_retainer} a yes/no question, and questions inside a section are only shown when that section applies.

The template opens in the designer. Rename questions, add help text, reorder, group into sections, and adjust anything the automatic guesses got wrong. Save.

3. Draft a document

Click New draft. Work through the sections; answers save as you type. On the Review & generate step, preview the result, download the .docx, or print to PDF. The draft stays in your list and can be regenerated after edits.

Nothing in steps 1–3 leaves your computer. The app only ever requests its own files from the site that serves it and never sends your data anywhere. You can confirm this in your browser's developer tools (Network tab).

Where things are stored

Templates, the original .docx files and drafts are kept in your browser's local database (IndexedDB) for this site. That means:

  • They are available on this device, in this browser profile, without a connection.
  • They are not synced anywhere. Use backups and template packs to move them.
  • Clearing site data for this site deletes them. Turn on protected storage in Settings → Your data to reduce the risk of the browser evicting them.

Next steps