Smarter Drafter + Unity

Client & Matter Integration

Smarter Drafter Pro connects directly with Unity to bring complete client and matter details into your documents.

Accurate data
Automatically pull client and matter information straight from Unity to ensure that data is always correct and consistent.

Smarter drafting
Smarter Drafter Pro templates come pre-filled with all the data your firm already holds in Unity.

Consistent output
Once all fields in Unity are mapped, every team member benefits from the same standardised document automation process.

Unity Enquiry Creation

Create new Unity Enquiries directly from Smarter Drafter forms

No duplicate entry
Capture client details once and let the integration handle the rest – no manual rekeying required.

Flexible workflows
Create enquiries from both internal forms and client-facing forms on your website, adapting the process to suit your firm’s intake model.

Faster onboarding
Client enquiries appear instantly in Unity, so your team can begin work sooner with complete and accurate data every time.