Use a batch audit when a fee schedule or a jurisdiction rule changes and you need to re-check every template in one pass.
1. Open Templates → Run Batch Audit.
2. Pick the templates to include — by default, every active template is selected.
3. Optionally choose a specific fee schedule and a jurisdiction state. Leave these blank to audit each template against its own current settings.
4. Click Start Audit. The status table updates in real time as each template finishes.
5. When the audit completes, open the results page to see per-template findings.
6. Click Export CSV for a finding-level export you can pass to your legal or operations team.
7. Each template's compliance status badge is automatically refreshed: Compliant, Needs Review, Non-Compliant, or Unreviewed.