Templates and Fee Schedules

Use a batch audit when a fee schedule or a jurisdiction rule changes and you need to re-check every template in one pass.

Go to Templates → Add Template. Give it a name, choose the notice type, and paste the template body. Claract saves a version on every edit so you can see when a template changed and what changed.

From Templates → Run Batch Audit, choose the templates to include, optionally pick a fee schedule and jurisdiction state, and start the audit. Claract reviews each template against the same rule set used for live notices and updates the compliance status badge per template.

When a fee changes — late-fee cap, NSF fee, or any other line item — open the current schedule, click Supersede, and create a new schedule with the new effective date. The previous schedule remains attached to historical packets.

New reviews after the effective date use the new schedule automatically. Templates that referenced the old schedule are flagged so you can re-audit them.

Compliant: last audit returned no Block or Review findings.