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

Smarter document creation
Smarter Drafter Pro templates are pre-filled with client and matter details which are synchronised from Unity.
Automatic enquiry creation
When a form is submitted, Smarter Drafter Pro generates a new Enquiry in Unity. Client details, linked contacts, or accounts flow into the record without any additional data entry. 


Send and Save directly with Unity
Save directly to a folder in your Clio matters to maintain integrity of your documents

Automatic Upload
Finalised documents are uploaded from Smarter Drafter Pro to Unity at the point of submission, eliminating manual steps.
Correct Matter Placement
Documents are linked to the right Unity matter, preserving accuracy in client and matter records.
Single source of truth
With documents stored in Unity alongside client and matter information, firms maintain a centralised and reliable repository of all records. 
The Smarter Drafter Certified Partner Network
Handpicked for their expertise as both Smarter Drafter and Unity, our Certified Partners have a deep understanding of both solutions. With a seamless integration process and ongoing support to maximise the impact of your document automation, ensure your law firm sees the benefits of automated solutions with a Certified Partner.
Secure at every stage
Security matters when working with sensitive client information.
Take security risks off the table with our locally-hosted solution. 
Locally-hosted
ISO Certified
ISO 27001
 
  

 
 
 
  
 
  