Intake
Capture the right data before drafting begins
Collect structured information from clients, colleagues, or internal teams so every document starts with complete, accurate data.
Capture data at the source
Forms can be completed by lawyers, support staff, or clients themselves.
Collect structured client and matter data
Upload supporting documents at the same time
Reduce incomplete instructions and follow-ups
Share anywhere your workflow starts
One intake process for internal requests and external client instructions.
Embed directly on your website
Share secure links via email
Add your logo and brand colours to intake forms
Stop chasing missing information
Smarter Drafter Intake ensures required information is captured before submission.
Mandatory fields prevent missing data
Structured questions guide the user
Return the intake to clients to complete missing details
Designed for the document life-cycle
Populate documents with Intake data, removing rekeying and errors.
Reuse captured data across every document produced for the matter,
Send captured data and uploaded documents to third-party systems
Share captured data and documents with connected systems, triggering downstream workflows
Typical Use Cases
Instead of chasing emails and missing details, Smarter Drafter Intake captures information at the source and feeds it directly into your document workflows.
Client Onboarding Form
Instruction capture from partners and senior team members
Matter Instruction Form
Self-serve document request portal in-house counsel
Contract Request Form
Source document and supporting file capture
Resources
Explore our library of resources covering legal contracting insights, expert tips, success stories and more.
Secure at every stage
Security matters when working with sensitive client information. Take security risks off the table with our locally-hosted solution.
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Let’s talk
Get in touch with one of our automation specialists to organise a quick demonstration of Smarter Drafter.
