Smarter Drafter Pro Matter Record: One Source of Truth for Every Matter

Written by Smarter Drafter | Dec 8, 2025 1:58:01 PM

We’re thrilled to introduce Matter Record, a breakthrough feature in Smarter Drafter Pro that redefines what’s possible in legal document automation.

Anyone who works across multiple documents in the same matter knows the risk isn’t just a misspelled name or an address typed from memory.

The problem scales quickly. A claim form missing a key detail. Asset information in a divorce that doesn’t match across affidavits. A director’s name entered differently across M&A engagement letters, due diligence packs, and transaction documents.

These inconsistencies slow matters down, create avoidable rework, and in the wrong circumstances, can undermine accuracy, compliance, and professional credibility.

Matter Record is built to prevent all of that.

We’ve supported data sharing between forms for a long time, but this release takes a much bigger step. Matter Record gives users a clearer and more reliable way to assign people, companies, properties, and other entities to a matter, and then reuse that information automatically across every document in the workflow.

You enter the details once, and they become the single source of truth for that matter. Every document that follows can draw on the same information without retyping or relying on memory. Matter Record is now available for all Smarter Drafter Pro customers.

Key benefits

No more rekeying: Capture information once and let it flow naturally into every form linked to the same matter. Less typing, fewer mistakes, and faster progress.
Consistency by default: When the same client, entity, or property appears across multiple documents, Matter Record keeps every detail identical.
Faster multi-document work: When a workflow requires multiple documents, Matter Record removes the repetitive steps. Complete one form, and the next one already knows who and what you’re working with.
Handles complex scenarios: Many matters involve multiple parties, multiple properties, or overlapping roles. Matter Record supports this, including cases where the same person appears under different roles.

Getting Started - User Guide and Release Notes

Matter Record is available now in all Smarter Drafter Pro subscriptions, and your team can start using it immediately in any multi-document workflow.

If you’d like to dive deeper, we’ve put together the Guide to Using the Matter Record in Your Firm (download here) - a practical walkthrough of how Matter Record supports real multi-document workflows and where firms see the biggest gains. We also have a set of Knowledge Base articles that get straight to the point, including:

What Matter Record is and why it matters: A high-level overview of the feature and how it supports consistent, structured data across multiple forms (click here)
How to set up a form to use Matter Record: A practical guide for Builders on using field aliases, record types, and roles, so your forms can reuse matter data correctly (click here)
How form fillers reuse matter data: Shows users how data is auto-assigned, how to choose roles, how new entities are created, and how Matter Record works in day-to-day workflows (click here)

So what does all of this actually mean for a firm?

The features are great, but the more important question is: what difference does this actually make for a firm? Matter Record isn’t just a nice addition. It changes how organisations manage data, produce multi-document workflows, and deliver work at scale. Here’s what that looks like in practice.

Law Firms: Complete Packs Without Re-Entry

Most practice areas don’t stop at a single document. Corporate action bundles, dispute-resolution packs, estate-planning documents, conveyancing files; they all rely on producing multiple documents that share the same base information.

Matter Record becomes the backbone of those workflows.

Every document in the pack uses the same clean, accurate data.
If the same person is the “client” in one form and the “applicant” or “purchaser” in another, you link them once and the data flows.
One correction updates every downstream document.
Junior staff can work faster because they aren’t hunting for details across emails or file notes.

Outcome: Faster production of complete, consistent document packs, and far less rework at the review stage.

For Accounting & Advisory Firms: One Data Set > Entire Engagement Packs

Accounting and advisory work often comes in the form of packs: audit engagement bundles, consulting SoW + proposals, due diligence packs, grant applications, and corporate secretarial outputs.

Matter Record keeps all client, director, entity, and engagement details centralised.

Engagement packs generate in a single workflow.
Entity and contact details stay consistent across every document.
Statutory and corporate secretarial work becomes cleaner and faster.
Teams spend less time copying data and more time on analysis and review.

Outcome: More consistent outputs across high-volume, compliance-heavy work — with far less manual handling.

For Insurance Brokers & Insurance Teams: Data-Driven Policy Packs

Insurance documentation is built on structured data. A single policy event typically produces multiple documents: the policy, schedule, certificate, disclosures, endorsements, and more.

Matter Record ties these data points to the policyholder, risk, or transaction and carries them through the workflow.

Every document pulls from the same accurate details.
Brokers don’t waste time retyping names, addresses, policy numbers, or insured items.
Complex conditional clauses stay aligned because they’re driven by structured data.
API-driven workflows become far simpler when everything starts from one clean record.

Outcome: Faster, safer production of policy

For All Industries

While the examples above focus on lawyers, accountants, and insurance brokers, the value of Matter Record extends well beyond those industries. Any organisation in professional services or the public sector that produces multiple documents from the same information faces the exact same problem: teams re-entering data over and over again.

Matter Record fixes this by creating a single source of truth that every document can use; one data set flowing through every document, every time. It’s a simple change with a big impact, and it’s now part of Smarter Drafter Pro.

View full post