How to use these templates
Choose a kit or search by task. Open the fields and checks, then download a text file or copy the template. Use fictional information for practice. Downloading submits nothing to the site. Keep completed records in the approved channel; mandates, reviews and permissions remain separate.
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6 templates shown ·Selected for this workflow.
Research & evidenceIssue intake
Define the question before work begins.
Open fields and completion checks
Required fields
- Requestor and date
- Exact question
- Jurisdiction and decision-maker
- Known deadline
- Requested output
- Potential overlap
- Initial sensitivity class
Completion checks
- Search the project register
- Do not promise a legal conclusion
- Identify urgent legal deadlines for referral
Typical roles: researcher · coordinator · regional coordinator
Research & evidenceScope and research plan
Set boundaries, methods, owners and completion gates.
Open fields and completion checks
Required fields
- Question and exclusions
- Definitions
- Jurisdiction and date range
- Research tasks and owners
- Required primary sources
- Contrary-evidence plan
- Reviewers and due dates
- Publication status
Completion checks
- Use primary sources where available
- Give exact page, paragraph, section or timestamp
- Separate facts, allegations, opinions, law, inferences and open questions
- Record material contrary evidence and unresolved gaps
Typical roles: coordinator · regional coordinator
Research & evidenceSource register
Preserve provenance for every source.
Open fields and completion checks
Required fields
- Source ID
- Author or issuing body
- Title
- Publication date
- URL or repository
- Access date
- Source class A–E
- Exact location
- Verification status
- Archive note
Completion checks
- Use primary sources where available
- Give exact page, paragraph, section or timestamp
- Separate facts, allegations, opinions, law, inferences and open questions
- Record material contrary evidence and unresolved gaps
Typical roles: researcher
Research & evidenceEvidence matrix
Connect each proposition to evidence and contradiction.
Open fields and completion checks
Required fields
- Proposition
- Classification
- Supporting source and location
- Contrary source and location
- Reliability assessment
- Known gap
- Researcher status
- Reviewer decision
Completion checks
- Use primary sources where available
- Give exact page, paragraph, section or timestamp
- Separate facts, allegations, opinions, law, inferences and open questions
- Record material contrary evidence and unresolved gaps
Typical roles: researcher · reviewer
Research & evidenceLegislative definition and scope map
Trace defined words through the exact applicable version, with exceptions and cross-references.
Open fields and completion checks
Required fields
- Bill or Act, jurisdiction, session and version/date
- Defined term in English and French
- Exact definition and defining provision, URL and passage
- Verified scope: Act, Part, section, regulation or imported provision
- Context qualifications, exceptions and excluded meanings
- Each operative provision using the term and related elements
- Competing interpretation and supporting or contrary authorities
- Unresolved questions, reviewer and correction history
Completion checks
- Do not assume a definition applies outside its verified scope
- Check context, incorporation rules and both official texts where applicable
- Separate proposed bill text, enacted text and interpretation
Typical roles: researcher · reviewer
Research & evidenceOriginal evidence preservation and custody log
Keep originals traceable and distinguish them from working copies.
Open fields and completion checks
Required fields
- Record ID, collector, collection date/time and time zone
- Original source, lawful access method and precise location
- Original filename, format, size and optional verified digest
- Controlled storage reference and access class; no passwords
- Transfer history: from/to, date, purpose and receipt
- Working copies, annotations, redactions and version links
- Retention instruction, owner and review date
- Missing provenance, integrity concerns and escalation
Completion checks
- Do not overwrite or annotate the preserved original
- Do not claim this worksheet proves court admissibility
- Use approved storage and collect only necessary personal data
Typical roles: researcher · coordinator · legal liaison