Guides / Research memo template

Free template · 2026

Research Memo Template (Free, With Authority Table)

A memo is only as strong as its authorities. This template gives you the IRAC structure, an authority table with a confidence column, and a one-page verification checklist — so every citation is checked before the memo is sent.

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Editable Excel/Sheets, a CSV, and the LLM prompt pack. No sign-up.

Memo template (.xlsx) CSV version LLM prompt pack

The structure

The authority table

For every proposition, one row: the authority, the citation, the proposition it supports, the pin cite, whether it is authority or reasoning, and a confidence level. If you cannot fill the citation, the proposition is not yet ready for the memo.

AuthorityCitationPropositionTypeConfidence
Case (real)[2020] AC 1Duty of care arisesAuthorityHigh
——Breach is arguableReasoningMedium
Statutes 5, Act 19806-year limitationAuthorityHigh

The one habit

Make the AI label every sentence [AUTHORITY] or [REASONING] as it writes, then scan the reasoning lines yourself. That single instruction catches most of the errors that reach a client. The free prompt pack sets this up in four prompts.

Want the whole system?

The free template is one memo. The $99 Pro handbook adds the fourteen Rules, six checklists and three procedures that run across every matter in your firm.

Get the Pro handbook