• Solutions
    By firm size or type:    
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    New, Growing & Boutique Firms
    Smarter Drafter delivers immediate results for firms just starting out. Learn more...

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    Mid & Major Firms
    Transform how knowledge is shared and utilised within your firm. Learn more...

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    In-House Counsel
    Automate the production of business-ready documents. Learn more...

    By feature:    
    Instruction Menu Icon

    Instruction
    Reshape your client engagement and move instruction-taking online. Learn more...

    Assembly Menu Icon

    Assembly
    Create complex legal documents in a fraction of the time. Learn more...

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    Complete in MS Word
    Complete the final version in an environment you know. Learn more...

    eSignature Menu Icon

    eSignature
    Send documents for eSigning with just a few clicks. Learn more...

    Save Menu Icon

    Save
    Combine document automation with document management. Learn more...

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    Build Your Own
    Automate your existing precedents with Smarter Drafter's BYO functionality. Learn more...

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    Clause Bank
    Clause Bank from Smarter Drafter delivers a centralised repository of clauses, with AI-enabled search so every team member has access to accurate and approved legal language. Learn more...

  • Precedents
    Generalist

    Essentials

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

    Specialist

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

     
    BYO

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

  • Resources
  • Get started

MID & MAJOR FIRMS

Transform document production within your law firm

Smarter Drafter Pro New Dashboard

Unleash the power of automation with
Smarter Drafter Pro's no-code builder. Build logic into your existing precedents and embed them in your team's existing workflow.

Smarter Drafter Pro New Dashboard

 

With the lawyer always in the loop

Move beyond tedious and inconsistent document assembly. Smarter Drafter Pro is a complete document automation platform developed for established firms that have already invested in their own precedents, but want the power of automation.

Intake to eSign

Precedents and Legal Documents that meet your needs

Smarter Drafter offers an automated precedent solution for firms of any size or focus.

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Woven into the Enterprise Fabric

Specifically designed for medium to very large law firms. Smarter Drafter Pro sits between your Practice Management System and Document Management system as the missing piece driving efficiency and accuracy across your legal team.
 
 
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No-Code Development

Business process experts, like Practice Managers and Document Managers, can be the ones who create the automation. This saves on relying on technical outsourcing, or taking senior lawyers away from the work at hand.

 
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Waging the War on Rekeying

Smarter Drafter Pro eliminates the need for rekeying by ensuring data flows seamlessly across all documents. This reduces manual data entry, prevents errors, and saves significant time for legal professionals.

 
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Data-Driven Automation

Traditional document automation platforms use custom forms for the end user to enter the variable data required to produce a document or document pack. But what happens when volumes are in the thousands or tens of thousands every week?

 

WHITEPAPER

A Deep Dive Into Document Automation

A smarter approach to document automation

Gain insights into the core features of effective automation tools and learn how to leverage these technologies to enhance efficiency, consistency, and compliance in your legal document management.

Document Automation Whitepaper Cover

Features summary

Features that increase efficiency. Reduce errors. Maintain compliance. Save time.

ACCESS WHERE YOUR TEAM NEEDS IT:

Group 626133Access within Microsoft Word

Group 626134Active Directory Integration

Group 626135AI-Enable Search

Group 626137Clause Preview

Group 626138Instand Clause Insertion

Group 626136Advanced Searching and Filtering

FIRM-WIDE ACCESS 

TickBrowser or iManage access

TickSearchable precedent directory 

TickFolder, form, or role-based permissions

TickGenerate multiple documents from one Q+A

SMART, DYNAMIC ASSEMBLY

TickClause inclusion/exclusion

TickPluralisation and pronouns

TickRepeating content

TickDate, amount, and timeline calculations

CONTROL & COMPLIANCE

TickAdvanced Conditional Logic

TickContext-driven Guidance

TickDynamic multi-office branding, formatting, and styles

TickIntegrated eSignatures (incl. DocuSign)

DATA DRIVEN AUTOMATION

TickPMS data auto-population

TickAddress and ABN validation

TickREST API + Power Automate connector

TickDeep Links and Webhooks

Unlock the power of automation within your firm

Smarter Drafter Pro offers a solution specifically for established firms that have already invested in their own precedents,
but want the power of automation.

No-Code Automation

No-Code Solution

Accelerate your firm's document automation journey with Smarter Drafter Pro

No-Code Automation

Point and Click Builder
With Smarter Drafter Pro’s cloud-based no-code visual builder, your existing Knowledge Team can automate even the most complex precedent, adding decision trees, calculations and end-user guidance.

Integrated With Microsoft Word
Through tight integration with MS Word, implement a consistent practice-wide style guide for headings, bullets, numbers, columns and more. 

Build a Library of Reusable Automation Objects
Add standardised questions to any form with Section Blocks, and insert consistent content across documents with Content Blocks. Make a single update to any object, and it reflects everywhere, saving you time and ensuring accuracy.

Customised Automation

Place your expertise in the hands of everyone creating client-facing documents

Customised Automation

Built-in Guidance
Include text, image and video advice at every step, offering a transformative experience ensuring end-users make informed decisions and achieve superior document outcomes.

Focus On What Is Important
Build forms that dynamically adapt to the end user’s responses. By intelligently skipping irrelevant sections, client documents are faster to produce and easier to review.

Match Every Scenario
Have your Knowledge Team create automations that support a wide range of data needs, including text answers, numbers, phone, email, dates, ABN/ACN, multiple-choice fields, and even file uploads.

Customised Automation
SD-BYO-Accurate

Always Accurate

Say goodbye to rekeying and out-of-date data

SD-BYO-Accurate

PMS & DMS integration
Maintain a single source-of-truth. Smarter Drafter Pro integrates seamlessly with all leading PMS solutions, drawing Client and Matter information into all automations. Then save all completed work directly to any of the leading DMS solutions.

Data validation
Deliver field-by-field data accuracy and integrity in every automation. Check dates and numbers, plus in-built validation for addresses, ABNs and ACNs.

Calculation engine
Smarter Drafter Pro includes a powerful calculation engine. The end user simply enters the baseline figures and the calculation engine will do the rest.

 

Eliminate Re-keying with
the Matter Record

Streamline document workflows by centralising data entry, enabling seamless sharing of information across all client documents and forms

The Matter Record

Data Sharing
Automatically share matter data across all client documents. Eliminate re-keying by mapping information entered into one document to all subsequent documents, ensuring efficiency and accuracy throughout the process.

Matter Record
Capture and store all key matter information in a central datasheet. The Matter Record is populated via online forms, integrations with Practice Management Systems, or manual entry, making it accessible for all future documents in the case.

Mapping Between Intake and Forms
Link client intake forms directly to document automation. Information entered by clients through instruction forms is automatically mapped to precedents, speeding up document creation and reducing manual data entry.

The Matter Record
Integrated with iManage

Embedded in your Workflow

Add automation seamlessly into your legal-tech stack

Integrated with iManage

Automation Everywhere
Embed Smarter Drafter Pro anywhere, including iManage Work 10. Add document assembly to an environment familiar to your end-user. Customise the UI experience to match your brand and tech ecosystem.

Client-Facing Forms
Facilitate digital client interactions by developing online questionnaires. As clients submit information, it is seamlessly passed to your drafting team, minimising manual data entry and ensuring a more efficient document assembly process.

When Form-Filling Isn't Enough

Scale document automation with zero manual input

Data Driven Automation

Data-Driven Automation (DDA) allows Smarter Drafter PRo to generate high-volume, high-complexity legal documents automatically, triggered by structured data from your practice management system or internal tools. Purpose-built for commercial, regulatory, and outsourced legal services teams, DDA eliminates bottlenecks and accelerates legal service delivery, without compromising control.

Trigger Documents Automatically
Smarter Drafter Pro connects to your internal systems to automatically generate documents, no form-filling, logins, or manual entry required. When a new matter, status, or record is created, the platform builds the required documents instantly.

Handle High Complexity at Scale
Generate multi-party document packs with embedded logic, clause variation, and detailed calculations. DDA is ideal for repeatable, rules-based processes where consistency, speed, and compliance are essential.

Keep Lawyers in the Loop
Even in full automation mode, lawyers remain in control. Documents are output in Word using your firm’s approved templates and Clause Bank, enabling review and refinement before they’re shared or filed.

Data Driven Automation

Documents to be proud of

Produce beautifully formatted client-facing, courtroom ready documents that are as easy to read as they are compliant.

Documents Isometric

Smart Q&A Experience
Our dynamic questionnaire adapts in real time to user responses, guiding them step by step. Smarter Drafter Pro prompts only for relevant details, skips unnecessary sections, and ensures documents are completed accurately with built-in guidance, tips, and definitions at every stage.

Intelligent Document Assembly
Documents are automatically tailored to client input. Clauses are included or excluded based on answers, with correct formatting, numbering, and variable data (like names or matter details) applied seamlessly. Smarter Drafter Pro also manages pluralisation and pronouns for consistent, professional results.

Scalable & Powerful
From a few entries to hundreds, repeatable data is processed and formatted flawlessly. Smarter Drafter Pro ensures correct insertion, structure, and numbering, no matter the volume, so even complex documents remain clear, accurate, and compliant.

Documents Isometric

 

From Instruction to eSignature

Automation is now an essential component of any firm's legal tech stack.

Intake Mobile

Instruction

Reshape your client engagement and move instruction-taking online

Intake Mobile

Invite Your Clients
Why wait for a face-to-face meeting? Have your clients complete an online Q+A on any device. Your clients can provide you with the exact instructions you need for their matter.

Instantly Notified
Stay on top of your client work by being notified as soon as your client has completed the form.

Automatically Populated Forms
Never rekey again. All the instructions your client has provided are automatically added to the document in Smarter Drafter Pro. The pre-population of instruction data will dramatically reduce your drafting time.

Assembly

Create complex legal documents in a fraction of the time

Document Dashboard

Built-in Guidance
The online Q+A form dynamically adapts to your answers and prompts you for everything needed to complete the document. Be supported with on-screen prompts, tips, and definitions.

Track Your Progress
Jump back, move forwards, or save and resume at a later stage. Don’t have the information you need? Add a placeholder and pick up drafting from exactly where you left it.

The Right Data, Every Time
Smarter Drafter Pro’s online Q+A form checks addresses against Google Maps and ABN details with the Australian Business Registry for absolute accuracy every time. In-built data validation also ensures your dates and calculations are always right.

Smarter Drafter Pro Document Dashboard

 

Smarter Drafter Pro Complete in Word

 

Complete in Microsoft Word

Complete the final version in an environment you know

Complete in Word

Edit in MS Word
Send your first draft straight to MS Word and start editing. The Smarter Drafter Pro Add-In for MS Word, allows you to add any final touches to client documents in an environment you know and trust.

Firm-Wide Clause Bank
From a single sentence to a page of text, create and maintain a firm-wide Clause Bank without ever leaving MS Word. Search, filter and preview to find the clause you need, then one-click insert directly into your document.

Send and Save
When you have completed your edits, simply click to save the final version in Smarter Drafter Pro, file a copy in your practice or document management system and send to your client for eSigning.

eSignatures

Remove the bottleneck of 'wet' signatures

eSignatures Dashboard

A Complete Solution
Keep all the contract processing in a single platform. eSignatures can be included as part of your Smarter Drafter Pro subscription.

One-Click Send
Remove the need for printing or exporting to third-party applications. Details of signing parties are directly added to documents produced from Smarter Drafter Pro.

Plug and Play
Smarter Drafter Pro is designed to integrate seamlessly with your existing legal tech ecosystem. If your firm already has an eSignature solution, like DocuSign, Smarter Drafter Pro can be configured to transfer documents directly.

eSignatures Dashboard
Integrations Diagram

Save

Combine the best-in-class document automation and document management

Integrations Diagram

PDF, MS Word or Both
All client documents can be reproduced in seconds from the Submissions table. Download a copy in PDF or MS Word or both via a convenient ZIP file.

Send Directly To Your DMS
Maintain client records in a single location. Through seamless integration with your document management system, completed documents can be saved directly to matters.

Secure at every stage

Security matters when working with sensitive client information.
Take security risks off the table with our Australian-hosted solution. 

Australian-hosted

Australian-hosted

Hosted onshore, with latest Microsoft Azure cloud infrastructure
ISO Certified

ISO Certified

Smarter Drafter is certified
ISO 27001
End-to-end Encryption

End-to-end Encryption

Latest version of TLS and data encrypted at rest
2FA

Multi-Factor Authentication

Extra layer to keep your data protected

Speak to a partner today about document automation

Contact a Smarter Drafter Pro Certified Partner today to learn how document automation can transform legal document drafting in your organisation.