Transform your instruction-taking process and deliver a better client experience with Instruction-Taking Forms. Give legal advice and build relationships instead of taking notes and entering details.
Stop wasting time entering client details.
Each Smarter Drafter document is linked to a client-friendly Instruction-Taking Form. Simply send the link to your clients and they’ll be able to complete a Smart Q&A Form online that you can review, edit and submit to generate the document.
Want to see Instruction-Taking Forms in action?
Join our legal automation specialist on a guided tour.