Earlier this month, we introduced the Matter Record and described it as one source of truth for every matter.
That post focused on how Matter Record changes day-to-day drafting: capture information once, reuse it across every document in the matter, and eliminate the rekeying that slows teams down and introduces errors.
Today, we’re closing out the year by delivering the next, and arguably most important, step in that journey. Matter Record is now fully accessible via API.
With the release of the Matter Record APIs on our Developer Portal, Smarter Drafter Pro can now draw in any structured data relating to a matter - regardless of where that data lives or how it was originally captured.
This is a significant product milestone for us, and a foundational capability for firms moving toward truly data-driven document assembly.
In the original Matter Record announcement, we positioned it as the data backbone that allows Smarter Drafter Pro to reuse information across documents within the same matter. That foundation is already in place. The Matter Record APIs now open it up, allowing any upstream system to read from and write to the Matter Record directly.
Practice management systems, CRMs, and other line-of-business applications can now push structured data into Smarter Drafter (and retrieve it) without duplicating entry or maintaining parallel data stores. If the data exists anywhere in your organisation, it can now be structured, stored, and reused through the Matter Record.
Client and matter data often exists in multiple systems across an organisation. Many firms already capture this information in upstream systems they trust.
The Matter Record APIs give firms the flexibility to choose how and where data is captured, while ensuring it flows into Smarter Drafter in a consistent, structured way. Where a complete data set already exists, documents can be assembled directly from the Matter Record, reducing or removing the need for form-filling altogether.
This eliminates re-keying at every stage of the workflow. Matter Record already removed re-keying between documents; with APIs, it now removes re-keying into the system as well. The same data is reused across document packs, sequences, and bundles without duplicated questions, parallel data stores, or manual reconciliation.
At that point, Smarter Drafter shifts from requiring users to enter information into forms to assembling documents automatically based on the data that already exists in the firm. Teams review outputs instead of typing answers. Assembly becomes faster, repeatable, and far easier to scale across the organisation.
Matter Record APIs Available Now in the Developer Portal
This release isn’t about a single integration or endpoint count. It’s about establishing a foundation. Matter Record APIs enable:
More APIs are already planned, including user provisioning and identity integrations, but this release sets the direction clearly: Smarter Drafter Pro is designed to be driven by data, not constrained by interfaces.
A Note for Technical TeamsFor firms with in-house developers, integration partners, or technical consultants, the Matter Record APIs expose the full Matter Record model, including:
Together, these APIs allow Smarter Drafter Pro to act as a neutral assembly layer that sits on top of existing systems, rather than forcing firms to change how or where they capture information. This mirrors how Matter Record works internally: field aliases describe what the data is, record types describe who or what it belongs to, and the combination ensures the right information appears in the right place, every time. |
As we head into the new year, this is the kind of progress we care most about delivering. Not surface-level features, but capabilities that quietly change what’s possible at scale. To know more, check out:
Please contact the Smarter Drafter Team at team@smarterdrafter.com.au if you would like to enable the API in your firm.