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SMARTER CLAUSES

Curate and maintain a firm-wide Clause Bank without leaving MS Word

Clause Bank

Clause Bank from Smarter Drafter delivers a centralised repository of clauses, with AI-enabled search so every team member has access to accurate and approved legal language.

Clause Bank

Deliver approved clauses to each practice area

Smarter Drafter’s precedent automation has already transformed initial legal document drafting, crafting court-ready files in a fraction of the time - and now we’re tackling clauses.

Yet, each matter requires unique adjustments, typically done in Microsoft Word. Through a simple, yet effective, review and approval workflow knowledge managers can now deliver ‘approved’ clauses to each practice area via the Smarter Drafter add-in for Microsoft Word.

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Why law firms need a centralised Clause Bank

Increase efficiency. Reduce errors. Maintain compliance. Save time.

Access

Access where your team needs it

Provide a single source of truth for legal clauses, ensuring consistency and accuracy. Increase efficiency and reduce errors with pre-approved, Microsoft Word integrated content.
Team-driven

Team-driven, centrally approved

Encourage collaboration and streamline clause submission with a bank of clauses developed across your team. Prevent duplication and maintain organisation of your content across your firm.
 
Integrated

Integrated with Knowledge Management

Synchronise existing document management systems for a unified knowledge base. Enhance accessibility and security with easy deployment via Microsoft Word - no more daisy-chaining together systems, work with what you know.
 

Features summary

Features that increase efficiency. Reduce errors. Maintain compliance. Save time.
All powered by AI.

ACCESS WHERE YOUR TEAM NEEDS IT:

Group 626133Access within Microsoft Word

Group 626134Active Directory Integration

Group 626135AI-Enable Search

Group 626137Clause Preview

Group 626138Instand Clause Insertion

Group 626136Advanced Searching and Filtering

ACCESS WHERE YOUR TEAM NEEDS IT:

Group 626133Access within Microsoft Word

Group 626134Active Directory Integration

Group 626135AI-Enabled Search

 

Group 626137Clause Preview

Group 626138Instand Clause Insertion

Group 626136Advanced Searching and Filtering

TEAM-DRIVEN, CENTRALLY-APPROVED

Group 626139Team-Driven Submissions

Group 626124Admin Review and Approval

Group 626126Integrations

Make unique adjustments per matter via Microsoft Word

Smarter Drafter offers a solution specifically for established firms that require the consistency of a clause bank across their firm, regardless of the department.

Access when your team needs it

Find and insert a clause into a document, without ever leaving Microsoft Word

Add Clause

Find what you need fast
By linking to Active Directory, clause libraries are automatically limited to specific teams. Built-in filtering by practice area, jurisdiction, and meta tags further simplifies finding the right clause. Alternatively, utilise the weighted search to find documents by clause name, description or clause content.

AI-Enabled
As the clause bank expands, the AI-enabled natural language question and answer feature ensures that your team finds the latest and most appropriate clauses for each matter.

Preview before you add
Before adding a clause to a document, ensure it’s the right one. Click Preview to see the entire clause and who authored the clause beforehand, eliminating the need for back and forth.

Add a clause in seconds
Clicking Insert adds the entire clause directly into your current document. The clause appears instantly wherever your cursor is positioned. The clause is inserted continuing the numbering and formatting of the document. Macros can also be included in clauses to add matter specific detail after insertion.

Add Clause

 

Manage Clauses

Team-Driven, Centrally Approved

Have your team submit clauses as they draft

Manage Clauses

As easy as copy and paste
Submitting a clause no longer has to be an afterthought or additional task. Once a clause has been drafted, it can be submitted by the user directly from Word. All that is required is to answer a few simple questions - Clause Name and Practice Area are mandatory, while jurisdiction and description are optional.

Review and Approve
Each practice area has selected ‘Administrators’ to review and approve Clauses for firm-wide use. In-product and email notifications alert administrators to new submissions that can then be curated ensuring accuracy and brand consistency are adhered to.

Cross Check with AI
The AI-enabled natural language question and answer allows administrators to quickly search Clause Bank to ensure submissions are not duplicated, or if superseded content requires archiving.

Stay Organised
The review and approval process also ensures that appropriate names, descriptions, meta tags, jurisdiction and practice area labels are applied to every clause that is published to the team. Review and archive dates can also be applied at the time of publication to ensure that time sensitive content is always controlled.

Approved and Available on the Microsoft Store

Easy deployment through Microsoft Word and Microsoft Office 365

Office 365 and Smarter Drafter

Streamlined Deployment
Clause Bank is distributed via the Smarter Drafter ad in Microsoft Word. The app can be added to a firm's M365 instances and effortlessly deployed across the firm’s network. This centralised approach enhances accessibility and security while simplifying updates and maintenance.

Office 365 and Smarter Drafter

An in-depth look at Clause Bank features

Features that Increase efficiency. Reduce errors. Maintain compliance. Save time.

ACCESS WHERE YOUR TEAM NEEDS IT

Group 626133

Access within Microsoft Word

Access the Smarter Drafter Clause bank natively via the Microsoft Word Add-In.

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Active Directory Integration

Limit clause libraries to specific teams, improving relevance and accessibility.

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AI-Enabled Search

Quickly find accurate and approved legal language without leaving Microsoft Word.

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Advanced Search & Filtering

Simplify finding the right clause by practice area, jurisdiction, meta tags, or clause content.

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Clause Preview

Reduce errors by allowing users to preview clauses and their authors before insertion.

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Instant Clause Insertion

Save time by instantly adding clauses to documents with proper formatting and styling.
TEAM DRIVEN, CENTRALLY APPROVED

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Team-Driven Submission

Encourage collaboration by allowing team members to submit clauses directly from Word.

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Admin Review & Approval

Ensure accuracy and brand consistency through a curated approval workflow.

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Integrations

Embed within existing document management systems for a unified knowledge base.

Better Together with
Smarter Drafter

Unleash the power of automation with Smarter Drafter's No-Code document automation solution. Build automations into your existing precedents, all embedded in your teams existing workflow.

Smarter Drafter Dashboard

No-Code Solution
Accelerate your firm's document automation journey with Smarter Drafter. Point-and-click builder, integrated with Microsoft Word and fast start.

Customised Automation
Place your expertise in the hands of everyone creating client-facing documents. Built-in guidance, focus on what’s important, match every scenario.

Always accurate
Say goodbye to rekeying and out-of-date data. PMS & DMS integration, data validation and calculation engine.

Smarter Drafter Dashboard

Secure at every stage

Security matters when working with sensitive client information.
Take security risks off the table with our UK-hosted solution. 

Australian-hosted

UK-hosted

Hosted onshore, with latest Microsoft Azure cloud infrastructure
ISO Certified

ISO Certified

Smarter Drafter is certified
ISO 27001
End-to-end Encryption

End-to-end Encryption

Latest version of TSL and data encrypted at rest
2FA

2 Factor Authentication

Extra layer to keep your data protected

Speak to a partner today about document automation

Contact a Smarter Drafter Certified Partner today to learn how document automation can transform legal document drafting in your organisation.Book in for a 1-on-1 demo with one of our highly-trained experts.