Templates
Strategy

What Is a Template in Word? How Professional Services Firms Can Save Time and Stay On-Brand

When your team is juggling deadlines, stakeholder expectations, and client-facing documents, the last thing you want is to waste time on formatting. That’s where Word templates come in—a smart, scalable solution for firms that value consistency, professionalism, and efficiency. At Epigram, we specialise in designing custom Word templates for legal, financial, and professional organisations. These aren’t just pretty documents, they’re strategic tools that help your people work faster, stay on-brand, and present content with clarity and confidence.

Katie Cavalier
03/09/25

So, What Is a Template in Word?

A template in Microsoft Word is a pre-formatted document that serves as a starting point for creating new content. It includes built-in design elements like fonts, styles, logos, headers, footers, colour schemes, and layout structures, meaning your team doesn’t need to start from scratch every time.

Think of a Word template as a digital framework that allows anyone in your organisation to produce professional documents that are always on-brand, visually consistent, and easy to read.

Why Word Templates Matter in the Legal and Professional Sectors

For firms regularly producing reports, research documents, proposals, or board papers, maintaining consistency across departments is a constant challenge. Word templates solve that by creating a unified, user-friendly design system that anyone, regardless of design skill, can use with confidence.

At Epigram, we’ve delivered Word templates for law firms, government bodies, and large organisations where visual consistency, time efficiency, and brand credibility are non-negotiable.

Check out how we helped rebrand HFMA's Future Focused Finance including developing time-saving Word and PowerPoint templates

Case Study: Bringing Cohesion to a Complex Organisation

We recently worked with a large professional organisation facing common challenges:

  • Inconsistent design across departments
  • A lack of user-friendly templates for client-facing materials
  • Internal teams spending too much time manually formatting documents

Our solution included:

  • Three custom Word templates tailored for different content types
  • Multiple colourways aligned with internal branding tiers
  • Optional branded covers using signature visuals
  • Quick Parts for drag-and-drop elements (e.g., infographics, contact info)
  • Robust paragraph styles for built-in formatting and automated tables of contents

The result? A seamless experience for teams producing high-quality documents quickly—without compromising on design.

The Benefits of Using Word Templates for Your Firm

Benefits What it means for your team
Brand alignment Visual consistency across all departments
Cost savings Reduced need for external formatting or design support
Ease of use Built-in tools that anyone can use, even without design expertise

Whether you're producing a legal proposal or an ESG report, the right Word template can drastically improve your team's workflow.

Make Your Word Docs Work Smarter, Not Harder

Word templates are more than time-savers—they’re brand assets. And with the right design partner, they can become a powerful part of your internal communications toolkit.

At Epigram, we build Word templates that:

  • Align perfectly with your brand identity
  • Work seamlessly across departments
  • Make life easier for busy professionals

Let’s talk about a template solution that fits your firm’s needs.

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