Templates
Your paperwork, ready on day one.
Marling arrives with your profession’s documents built in. Type a slash, pick one, add a few words or dictate them, and review a first draft in the right format in seconds.
How a document gets written.
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Pick the document
Type a slash and choose from the menu, browse the template gallery, or ask in plain words: “write a DAP note” or “draft an engagement letter” finds it.
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Add a few words, or say them
Shorthand is enough: “flat fee 1,500, retainer due at signing” or “reduced schedule, 20 hrs/wk through March”. Dictate it if you would rather talk.
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Review a first draft in the right format
Each template knows the document’s sections, what it must contain to be complete, the tone your profession expects, and what must not be in it.
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It comes back with the right names on it
Everything a template produces goes through the same identifier removal as any other message, and is restored on the device.
What ships on the device for each profession.
Two professions today. Everything here is configuration, not code, so it grows with every practice’s needs.
For mental health practices
- SOAP note
- DAP note
- BIRP note
- Intake summary
- Treatment plan
- Risk assessment
- Appeal letter
- Referral letter
- Appointment reminder
For law firms
- Engagement letter
- Demand letter
- Discovery responses
- Document review
- Legal research memo
- Fee agreement
- Georgia overlays
What leaves, what stays.
| Item | Where it goes |
|---|---|
| The templates themselves | Configuration on the device. No client data in them |
| The few words you add | Leaves, identifiers removed |
| The finished draft | Restored on the device, reviewed by you |
Two things, working together
Assistants are the ready-made helpers for a role, each seeing only its own tools: clinical and front-desk assistants on the mental-health pack; research, drafting and document-review assistants on the legal pack. Templates are the documents themselves, one click each, in your format.
It learns how your practice does things
Over time Marling can pick up how your letters open and which formats you use, so nobody re-explains the basics. Nothing is remembered until an admin approves it, and it never proposes anything about an individual client.
Questions careful people ask.
Who writes the templates?
We do, in the formats your profession already uses. Tell us how your practice does it and we set it up. Founding practices get every template we ever build, free, for as long as they are a customer.
Will every draft sound the same?
Every draft comes out at the same quality whoever on your team writes it, which is what a supervisor or a partner signs off against. The details are yours; the structure is the template’s.
Can the front desk use them too?
Yes. Appointment and balance reminders and the front-desk assistant are built for exactly that, and the device keeps the other roles’ tools out of the front desk’s view.