Smarter Drafter’s features

Not just a precedent provider. Not just a DIY automation tool. We’ve already automated our documents, so you can start now.

Smarter Drafter is the only automation platform that enables you to start creating top-tier quality legal documents instantly. The key is that we provide both the content and the automation – we’ve already done all of the hard work for you!

Our combination of top-tier quality content with super-deep automation is unrivalled. With more than 1,000 lawyers using our platform across Australia, you can outsource your drafting to us with confidence.

So don’t waste your time and money trying to build your own automation solution yourself: you’re a lawyer, not a document automator. Simply turn on your Smarter Drafter subscription and start creating documents now.

The interface for using Smarter Drafter is an intelligent questionnaire that we call a “Smart Q&A form”. It dynamically adapts to your answers and prompts for everything you need to complete your document.

• Navigation Pane
  As you progress through the Smart Q&A form, you will follow one of potentially hundreds of thousands of different paths. The Navigation Pane tracks your progress and enables you to jump backwards and forwards to easily review and edit your answers.
• Progress Bar
  The Progress Bar shows you approximately how far through the process you are. Because your path will depend upon your future answers, this can only be an estimation, but it gives you a good indication of how far you’ve advanced and how far you still have to go.
• Guidance
  Extensive guidance is provided to help you understand the legal issues that underpin the questions and the implications of your answers. This enables you to delegate the drafting to junior staff who can punch way above their weight.
• Save and Resume
  The Save and Resume feature means that you can save your progress if you need to step away from the computer or gain further instructions. Saved forms can be resumed by any members of your team, which enables close collaboration.
• Section Headings
  Section Headings help to clarify the topics you cover as you move through the Smart Q&A form.
• Dynamic Questions
  As you answer the questions, you’ll see the guidance and questions dynamically adapt to your answers. There’s also a ton of logic behind the scenes analysing your answers and applying the law so that you’re only asked relevant questions.
• Form Navigation
  You can navigate forwards and backwards through the Smart Q&A form using the Previous/Next buttons at the bottom, or by using your browser back/forward buttons. You can also jump between sections using the Navigation Pane on the left.

You can access your documents, view your previous answers, clone and edit prior submissions and resume saved Smart Q&A forms all via your My History page.

• Name Submissions + View Answers
  Tracking your documents is easy with our custom naming feature. You can tag each document with the client’s name, matter number, version number, etc. You can also click these links to see a full record of all of your answers.
• Type of Document
  This panel shows you the type of document that was created/saved.
• Date and Time
  The date and time of each submission/save is recorded to make identifying your documents easier.
• Clone Submissions
  Editing prior submissions is a breeze – simply clone the submission that you’d like to edit, jump to the relevant section of the Smart Q&A form and make your desired changes; then jump to the end and hit “Submit”. In seconds, you can process changes that would take hours to make manually.
• Team Collaboration
  You have full visibility of all of the documents created/saved by all of the members of your team. You can resume forms that have been saved by other team members, review their answers and even clone and edit their submissions. This allows for in-depth collaboration and easy supervision.
• Resume Saved Forms
  When you save your progress in a Smart Q&A form, you can access it and resume from here.
• Delete Submissions
  The Delete feature enables you to keep your history of submissions nice and tidy.
• Download in Word and PDF
  Easily download all of your prior documents in both MS Word and PDF format.
• Filter by Custom Submission Name
  Want to find a document that you created for a particular client several months ago? Easy – if you tagged the submission with the client’s name or matter number, just start typing the details here and the list will instantly filter for you.
• Filter by Document Type
  You can filter by the type of document that was created/saved.
• Filter by Date/Time
  The date/time filter helps with finding your prior documents and saved forms.
• Filter by User
  As your firm’s document history gets larger and larger, filtering by user will help you find the right document or saved form quickly.

Smarter Drafter has powerful features that make collaboration and supervision easy.

The My History page gives you full visibility of all of the documents that your team has created and all of the Smart Q&A forms that they have saved. You can:

• review their answers to the Smart Q&A form questions;
• resume Smart Q&A forms that they have saved; and
• clone and edit prior submissions.

This enables juniors to prepare drafts that you can quickly and easily review, edit and approve.

With our Premium and Professional plans, you can easily add and remove team members yourself through your dashboard.