Smarter Branding and Office Management in Smarter Drafter Pro

As firms grow, so do their needs. More offices, more branding variations, more complexity — and until now, managing it all in Smarter Drafter Pro hasn’t always been seamless.

That’s about to change.

We’re excited to announce the upcoming release of Organisation, Offices & Branding Optimisations — a major update designed to give you more control, more flexibility, and a smoother automation experience.

What’s Changing?

“Firm” is now “Organisation”
To support a wider range of industries (not just legal), we’re renaming “Firm” to “Organisation.” It’s a small change that reflects our bigger vision: making Smarter Drafter Pro work for all professional services.

Smarter Office Management
Offices are moving from a flat, single-page setup to a scalable, paginated interface. That means easier search, faster setup, and smoother management of multiple office locations.

Dynamic Branding at Every Level
No more one-size-fits-all. You’ll be able to apply branding at both the Organisation level and the Office level, giving you the flexibility to:

• • Maintain a unified brand across the whole organisation.

  • Add office-specific logos, headers, and footers where needed.

  • Mix and match as your automation requires.

A New Office Field in the Form Builder
Forms will now include an Office field, letting fillers select the relevant office. The Word Add-in will then automatically pull the correct details and branding for that office, instead of defaulting to the logged-in user’s information.

Why This Matters

These optimisations mean you’ll be able to build fewer templates while delivering more tailored documents. Instead of duplicating automation work to account for different branding requirements, you’ll be able to set conditional rules that flex dynamically. This saves valuable time while giving you the confidence that every document is consistent with your chosen brand identity.

The improvements also make Smarter Drafter Pro more scalable for enterprise organisations. Whether you’re managing two offices or twenty, the new multi-office management system is designed to handle the complexity with ease. For teams, this means better visibility and control across the entire organisation, no matter its size.

And finally, the changes make building and maintaining automations faster. By centralising branding options and connecting them directly with office data, you’ll spend less time setting things up and more time focusing on high-value work.

Inside the Word Add-in

The Word Add-in is also getting a major upgrade to support these enhancements. Organisation and Office fields will now have their own dedicated sections, making it easy to manage details and branding separately. With branding assets linked directly to both levels, the correct logos, icons, headers, and footers will appear automatically depending on which office or organisation has been selected.

Even better, conditional branding in headers and footers will now work seamlessly across templates. That means your documents will always reflect the right look and feel without requiring extra effort or template duplication.

Built for Your Firm's Growth

Whether you’re running a boutique practice with a single office or a multi-location enterprise with complex branding, these optimisations are built to scale with you.

Available now

The Organisation, Offices & Branding Optimisations is available today for all Smarter Drafter Pro Enterprise subscriptions. To learn more, read the release notes on Thursday, contact your Smarter Drafter Certified Partner or reach out to us directly.