Data-Driven Document Automation

Solutions

By firm size or type:
New, Growing & Boutique Firms Smarter Drafter delivers immediate results for firms just starting out. Learn more	Mid & Major Firms Transform how knowledge is shared and utilised within your firm. Learn more	In-House Counsel Automate the production of business-ready documents. Learn more
By feature:
Clause Bank Manage your clauses centrally in Microsoft Word. Learn more	Built Into iManage Combine document automation with document management. Learn more	Build Your Own Build automations into your existing precedents. Learn more
Data-Driven Automation Generate high-volume, high-complexity legal documents automatically, triggered by structured data from your practice management system or internal tools. Learn more

Precedents

Essentials

Cover all major practice areas and unlock immediate results with Smarter Drafter ‘Essentials’ precedent bank.

Specialist
Access precedents dedicated to your specific practice area via Smarter Drafter content partners.

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Build Your Own
Automate your existing precedents with Smarter Drafter’s BYO capability.

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Pull data from anywhere
Connect your CRM, PMS, or a custom application to Smarter Drafter Pro. Pass structured data directly into the API to trigger the right precedent or template every time.

End-to-end automation
Automatically populate, generate, and retrieve documents in real time — eliminating manual intervention and re-keying.

Built for scale
Handle thousands of documents with confidence. API keys are scoped by environment, folder, or form to keep access secure and auditable.

Flexible and secure
Support for varied data models ensures your workflows stay adaptable. Authentication and logging are built in to meet enterprise compliance needs.

Works where you work
Trigger Smarter Drafter Pro directly from Teams, SharePoint, or Outlook — no custom code required.

Submit, generate, route
Send data, create documents, and push them downstream to storage, workflow, or eSignature tools within a single flow.

Rapid adoption
Perfect for innovation teams or legal ops specialists who want to experiment, test, and scale automations quickly.

Same foundation as the API
Start in Power Automate and expand to full API builds when you’re ready — both run on the same robust infrastructure.

Deep Links
Launch a specific Smarter Drafter Pro form from any application, workflow engine or task list. Prefill with Matter IDs or external references and automatically return completed documents.

Webhooks
Push generated documents and submission data instantly to downstream systems. Trigger follow-on workflows without polling or delays.

Fast to deploy
No developer support required. Start embedding Smarter Drafter Pro into your existing processes in hours, not weeks.

Prototype or bridge systems
Ideal for testing new workflows or connecting tools that don’t yet have native integrations — flexible and reliable.