Smarter Drafter: The Smarter Document Automation Platform


With the lawyer in the loop: Move beyond tedious and inconsistent document assembly. Smarter Drafter is a complete automation platform for your practice. Transform each aspect of your client engagement online.

Automate proposals, contracts, advice, decisions and reports without any coding.

No Code. No Fuss. Cost Effective. Job Done.

What is Smarter Drafter? Smarter Drafter is a no-code automation platform that enables you to automate even highly sophisticated documents by capturing the knowledge of subject-matter experts and placing it in the hands of your team and clients.

How do you benefit from using Smarter Drafter? Too often, businesses rely on the knowledge of a handful of experts – Smarter Drafter lets you put that knowledge in the hands of your team and even your clients, scaling expertise in ways you’ve never thought possible.

With Smarter Drafter, you can open new self-service revenue streams, deepen client relationships and deliver better customer experiences through smarter automation, across everyt practice area.

Smarter Drafter makes complex document creation simple, cutting down risk and improving processes.

Smarter Drafter helps you...

Take Control of Quality

Say goodbye to proof-reading, centralise control over your content and delegate with confidence

Increase Productivity

Enable your team to focus on high-value work such as building relationships and driving referrals

Get Visibility

Diagnose roadblocks within your organisation, predict trends and make better business decisions

Smarter Drafter

Transform document production within your law firm

Unleash the power of automation with
Smarter Drafter's no-code builder. Build logic into your existing precedents and embed them in your team's existing workflow.

With the lawyer always in the loop

Move beyond tedious and inconsistent document assembly. Smarter Drafter is a complete document automation platform developed for established firms that have already invested in their own precedents, but want the power of automation.

Precedents and Legal Documents that meet your needs

Smarter Drafter offers an automated precedent solution for firms of any size or focus.

Build Your Own

Automate your firm's existing precedents with Smarter Drafter’s ‘Build Your Own’ functionality.

Fast Start

Unlock immediate results with a pre-loaded precedent bank. 
Contact us for more information


Unlock the power of automation within your firm

Smarter Drafter offers a solution specifically for established firms that have already invested in their own precedents, but want the power of automation.

Built to Scale

Automation that meets the needs of even the largest firm

Centralised Management
Standard ‘approved’ document parts, including address blocks, sign offs and payment terms, can be maintained centrally and updated globally.

Analyse Everything
From document usage down to individual fields everything in Smarter Drafter can be reported on. Export ‘transactional’ data to CSV to see usage heat maps or learn trends pertaining to specific data field.

Customised Automation

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

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.

No-Code Solution

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.

Fast Start
Your team can start gaining the benefits of automation immediately*.
* Contact us for more information

Embedded in your Workflow

Add automation seamlessly into your legal-tech stack

Automation Everywhere
Embed Smarter Drafter anywhere. Add document assembly to an environment familiar to your end-user. Customise the UI experience to match your brand and tech ecosystem.

Client-Facing Forms
Facilitate digital client interactions by developing online questionnaires. As clients submit information, it is seamlessly passed to your drafting team, minimising manual data entry and ensuring a more efficient document assembly process.

Save

Combine the best-in-class document automation and document management

PDF, MS Word or Both
All client documents can be reproduced in seconds from the Submissions table. Download a copy in PDF or MS Word or both via a convenient ZIP file.

Send Directly To Your DMS
Maintain client records in a single location. Through seamless integration with your document management system, completed documents can be saved directly to matters.

Documents to be proud of

Produce beautifully formatted client-facing, courtroom ready documents that are as easy to read as they are compliant.

Your Brand
Maintain brand consistency by adding your firm’s logos, colours and fonts to both instruction-taking forms and documents.

Your Style
The way you format documents reflects the style of your firm. Implement a consistent practice-wide style guide for headings, bullets, numbers, columns and more.

Courtroom Ready
As our documents are continually updated, they are always courtroom ready.

From Instruction to eSignature

Automation is now an essential component of any firm's legal tech stack.

Intake

Reshape your client engagement and move instruction-taking online

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.

Assembly

Create complex legal documents in a fraction of the 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 and ABN details with the Australian Business Registry for absolute accuracy every time. In-built data validation also ensures your dates and calculations are always right.

Complete in Microsoft Word

Complete the final version in an environment you know

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.

Send and Save
When you have completed your edits, simply click to save the final version in Smarter Drafter, file a copy in your practice or document management system and send to your client for eSigning.

eSignatures

Remove the bottleneck of 'wet' signatures

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.

Secure at every stage

Security matters when working with sensitive client information.
Take security risks off the table with Smarter Drafter's Azure-hosted solution. 

Azure-hosted

Hosted with latest Microsoft Azure cloud infrastructure

ISO Certified

Smarter Drafter is certified
ISO 27001

End-to-end Encryption

Latest version of TSL and data encrypted at rest

2 Factor Authentication

Extra layer to keep your data protected

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