Public templates - Workspaces
Our Workspace Templates were designed by Thomson Reuters editorial and subject matter experts to provide structured, repeatable workflows for document analysis. Whether you're reviewing agreements, summarizing financials, or identifying tax planning opportunities, these templates serve as a practical foundation for consistent, high-quality output. They are intended to inspire your approach to drive further innovation for your firm.
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Agreement & contract review
Extract key provisions, standardize reviews, and identify issues across a variety of legal and financial agreements.
- Debt AgreementUse this checklist to extract and analyze key provisions of debt agreements.
- Lease AgreementUse this checklist to extract and evaluate key provisions from lease agreements.
- 401(k) Plan AgreementUse this checklist to evaluate and extract key provisions in 401(k) plan agreements.
- Stock Purchase / Equity InvestmentUse this checklist to extract and analyze key provisions of equity investment agreements and ensure that critical aspects of the agreement are reviewed and documented.
- Warrant AgreementUse this checklist to extract and analyze key provisions of warrant agreements.
- Stock-Based Compensation AgreementUse this checklist to extract and analyze key provisions of stock-based compensation agreements.
- Business CombinationsUse this checklist to extract and analyze key provisions of business combination agreements.
- Embedded Features Review ChecklistThis template is intended to help flag potential embedded features/financial instruments/derivatives in debt agreements.
Governance & entity-level insight
Extract critical details from board and incorporation documents to support entity evaluations and planning.
- Board MinutesUse this checklist to review board meeting minutes, with particular focus to flagging items or events that may impact the risk assessment or audit planning process.
- Articles of IncorporationUse this template for extracting and understanding key information from the Articles of Incorporation document.
Tax opportunity & compliance review
Uncover planning opportunities and compliance gaps through structured tax analysis.
- New Legislation AnalysisUpload a PDF of proposed or enacted legislation to get focused summaries of the tax provisions.
- Common Tax Optimization Strategies from a Form 1040 (and Associated Schedules)Analyze a 1040 and associated schedules to identify common or routine tax optimization opportunities.
Ownership & partnership structuring
Guide your evaluation of ownership transitions or new partner admissions with structured checklists.
- Partnership Agreement Analysis – Admitting a New PartnerAnalyze a partnership agreement for various considerations that should be taken into account when admitting a new partner.
Revenue recognition audit support
Review sales contracts for ASC 606 compliance with confidence and speed.
- Revenue Recognition – Sales Contract ReviewUse this checklist to assist with reviewing sales contracts and summarizing the information relevant to revenue recognition under FASB ASC 606.