Document Automation

Built-in Guidance
Add unparalleled end-user access to partner-level guidance throughout the document assembly process. Include text, image and video advice at every step, offering a transformative experience ensuring end-users make informed decisions and achieve superior document outcomes.

Focus On What Is Important
Build forms that dynamically adapt to the end user’s responses. By intelligently skipping irrelevant sections, client documents are faster to produce and easier to review.

Match Every Scenario
Support a diverse range of input types to cater for every client scenario. Have your Knowledge Team create automations that support a wide range of data needs, including text answers, numbers, phone, email, dates, ABN/ACN, multiple-choice fields, and even file uploads.

Point and Click Builder
Remove the need for specialist coding expertise. With Smarter Drafter’s cloud-based no-code visual builder, your existing Knowledge Team can automate even the most complex precedent adding intricate decision trees, calculations and end-user guidance.

Integrated With Microsoft Word
Through tight integration with MS Word, implement a consistent practice-wide style guide for headings, bullets, numbers, columns and more. Smarter Drafter ‘Builder’ functions are delivered within the Word interface via the Smarter Drafter app.

Build a Library of Reusable Automation Objects
Streamline document automation with Smarter Drafter’s reusable Global Forms and Document Snippets. Add standardised questions to any form with Global Forms, and insert consistent content across documents with Document Snippets. Make a single update to any object, and it reflects everywhere—saving time and ensuring accuracy.

Data Pooling
Automatically share matter data across all client documents. Eliminate re-keying by mapping information entered into one document to all subsequent documents, ensuring efficiency and accuracy throughout the process.

Matter Record
Capture and store all key matter information in a central datasheet. The Matter Record is populated via online forms, integrations with Practice Management Systems, or manual entry, making it accessible for all future documents in the case.

Mapping Between Intake and Forms
Link client intake forms directly to document automation. Information entered by clients through instruction forms is automatically mapped to precedents, speeding up document creation and reducing manual data entry.

Edit in MS Word
Send your first draft straight to MS Word and start editing. The Smarter Drafter Add-In for MS Word, allows you to add any final touches to client documents in an environment you know and trust.

Firm-Wide Clause Bank
From a single sentence to a page of text, create and maintain a firm-wide Clause Bank without ever leaving MS Word. Search, filter and preview to find the clause you need, then one-click insert directly into your document.

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.

Invite Your Clients
Why wait for a face-to-face meeting? Have your clients complete an online Q+A on any device. Your clients can provide you with the exact instructions you need for their matter.

Instantly Notified
Stay on top of your client work by being notified as soon as your client has completed the form.

Automatically Populated Forms
Never rekey again. All of the instructions your client has provided are automatically added to document in Smarter Drafter. The pre-population of instruction data will dramatically reduce your drafting time.

Built-in Guidance
Be taken step-by-step through every document. The online Q+A form dynamically adapts to your answers and prompts you for everything needed to complete the document. Be supported with on-screen prompts, tips and definitions.

Track Your Progress
See exactly where you’re up to. Jump back, move forwards or save and resume at a later stage. Don’t have the information you need? Add a placeholder and pick up drafting from exactly where you left it.

The Right Data, Every Time
Think beyond matter information and integrations with your practice management solution. Smarter Drafter’s online Q+A form checks addresses against Google Maps for absolute accuracy every time. In-built data validation also ensures your dates and calculations are always right.

A Complete Solution
Keep all of the contract processing in a single platform. eSignatures can be included as part of your Smarter Drafter subscription.

One-Click Send
Remove the need for printing or exporting to third-party applications. Details of signing parties are directly added to documents produced from Smarter Drafter.

Plug and Play
Smarter Drafter is designed to integrate seamlessly with your existing legal tech ecosystem. If your firm already has an eSignature solution, Smarter Drafter can be configured to transfer documents directly.

Transform document production and workflow within your law firm

With the lawyer always in the loop

Unlock the power of automation within your firm

Customised Automation

Place your expertise in the hands of everyone creating client-facing documents

No-Code Solution

Accelerate your firm's document automation journey with Smarter Drafter

Eliminate Re-keying with
the Matter Record

Streamline document workflows by centralising data entry, enabling seamless sharing of information across all client documents and forms.