Document Automation

Point and Click Builder
Automate even the most complex precedent, adding decision trees, calculations and end-user guidance with Smarter Drafter Pro's no-code visual builder.

Integrated With Microsoft Word
Through tight integration with MS Word, implement a consistent practice-wide style guide for headings, bullets, numbers, columns, and more.

Build a Library of Reusable Automation Objects
Add standardised questions to any form with Section Blocks, and insert consistent content across documents with Content Blocks. Make a single update to any object, and it reflects everywhere, saving you time and ensuring accuracy.

Built-in Guidance
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
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.

PMS & DMS integration
Maintain a single source-of-truth. Smarter Drafter Pro integrates seamlessly with all leading PMS solutions, drawing Client and Matter information into all automations. Then save all completed work directly to any of the leading DMS solutions.

Data validation
Deliver field-by-field data accuracy and integrity in every automation. Check dates and numbers, plus in-built validation for addresses, ABNs and ACNs.

Calculation engine
Smarter Drafter Pro includes a powerful calculation engine. The end user simply enters the baseline figures and the calculation engine will do the rest.

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

Matter Record
The Matter Record (a central database) is populated via online forms, integrations with PMS, or manual entry, making it accessible for all future documents in the case.

Mapping Between Intake and Forms
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 Pro 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 the instructions your client has provided are automatically added to the document in Smarter Drafter Pro, dramatically reducing your drafting time.

Built-in Guidance
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
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
The online Q+A form checks addresses against Google Maps and company details against government registers for absolute accuracy every time. In-built data validation also ensures your dates and calculations are always right.

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

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

Smart Q&A Experience
Smarter Drafter Pro prompts only for relevant details, skips unnecessary sections, and ensures documents are completed accurately with built-in guidance and definitions at every stage.

Intelligent Document Assembly
Documents are automatically tailored to client input. Clauses are included or excluded based on answers, with correct formatting, numbering, and variable data applied.

Scalable & Powerful
Smarter Drafter Pro ensures correct insertion, structure, and numbering, no matter the volume, so even complex documents remain clear, accurate, and compliant.

Transform document production and workflow within your law firm

With the lawyer always in the loop

Features summary

Unlock the power of automation within your firm

No-Code Solution

Accelerate your firm's document automation journey with Smarter Drafter Pro

Customised Automation

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

Always Accurate

Say goodbye to rekeying and out-of-date data

Eliminate Re-keying with
the Matter Record

Centralise data entry and share information across all client documents and forms