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Solutions
By firm size or type: New, Growing & Boutique Firms
Smarter Drafter delivers immediate results for firms just starting out. Learn moreMid & Major Firms
Transform how knowledge is shared and utilised within your firm. Learn moreIn-House Counsel
Automate the production of business-ready documents. Learn moreBy feature: Clause Bank
Manage your clauses centrally in Microsoft Word. Learn moreBuilt Into iManage
Combine document automation with document management. Learn moreBuild Your Own
Build automations into your existing precedents. Learn moreData-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
Specialist
Access precedents dedicated to your specific practice area via Smarter Drafter content partners.Build Your Own
Automate your existing precedents with Smarter Drafter’s BYO capability. - Resources
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ENTERPRISE DOCUMENT AUTOMATION
Document Automation Built for Real-World Complexity
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Trusted by over 300 organisations:
Modern firms run on data
Information is captured once, through client intake or upstream systems, and reused to fuel repeatable, controlled document processes across the firm. When data flows cleanly, documents don’t need to be drafted from scratch. They can be assembled with confidence.
Turn complex drafting into a minutes, not hours, task
Teams assemble documents and packs through guided workflows that apply structure, logic, and existing data automatically. The result is faster turnaround without sacrificing judgement, quality, or control.
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Built for high-volume, real-world draftingDocument assembly that runs directly inside familiar environments, including Microsoft Word and iManage Work 10, so teams work where they already do. Automation becomes part of everyday practice, not something reserved for specialists, while consistency is maintained as volumes grow. |
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Guided input meets intelligent assemblyPractitioners are prompted only for what matters. Smart, conditional Q&A guides users through each document, skipping irrelevant sections and providing built-in definitions and guidance. Documents are then assembled automatically, with clauses included or excluded based on responses, correct formatting and numbering applied, and variables handled consistently. Complexity is managed by the system, not the person drafting. |
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Capture once. Reuse everywhere.This is where Smarter Drafter Pro compounds in value. Information captured during drafting is retained as structured data and becomes available for subsequent documents, document packs, and downstream processes. That data can also be shared back across the firm’s ecosystem (via APIs, webhooks, and Power Automate) without rekeying. If the data exists, it should never need to be entered again. |
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Documents teams are proud to put their name onSpeed means nothing without quality. Smarter Drafter Pro produces beautifully formatted, client-facing, courtroom-ready documents — consistently structured, on brand, and compliant — no matter who assembles them or how complex they are. The result is documents that scale in volume without compromising confidence, clarity, or control. |

Start every engagement with structured online intake
Clients (external or internal) provide structured input through guided online intake. That information is captured once, at the source, and reused automatically across documents and packs. The result is cleaner data, less back-and-forth, and faster document production without rekeying.
Secure, structured intake at the start of the process
Clients complete guided Q&A forms that collect only what’s relevant, with clear prompts, definitions, and validation built in. Intake can be shared securely with external clients or used internally across teams, departments, and business units
Reuse data everywhere, without rekeying

Information captured through intake is written directly to the Matter Record, creating a trusted, reusable dataset for the life of the matter, project, or engagement. That same data drives document assembly and can be shared back into the wider technology ecosystem via APIs, webhooks, and Power Automate. The Matter Record becomes an information layer — connecting intake, documents, and downstream systems — so data is created once and used consistently everywhere it’s needed.
Built for real client interaction
Intake can be shared via email, embedded on website/intranet or launched any workflow system. Security, access control, and auditability are built in, making client-driven workflows suitable for regulated environments — whether instructions come from external clients, internal stakeholders, or the wider business.

Turn data into documents - without drafting at all
When complete datasets exist across systems in your organisation, documents and packs can be assembled automatically. The result is zero-touch document production that shifts teams from drafting to review — delivering faster turnaround, greater consistency, and control at scale.
Zero-touch document assembly from existing data
When complete datasets already exist across your organisation, documents and packs are assembled automatically — without drafting, forms, or manual intervention. The system generates documents directly from trusted data held in practice management, CRM, finance, or upstream platforms.
An information layer that connects systems

Smarter Drafter Pro uses the Matter Record as an information layer, connecting systems rather than duplicating them. Data flows into document assembly and back out to downstream systems via APIs, webhooks, and Power Automate — ensuring documents stay aligned with the systems of record.
Shift teams from drafting to review
Documents are generated ready for review, not drafted from scratch. Teams move from manual production to oversight and judgement, improving turnaround times while maintaining consistency, control, and auditability at scale.

Secure at every stage
Security matters when working with sensitive client information.
Take security risks off the table with our locally-hosted solution.
Locally-hosted
Hosted onshore, with Microsoft Azure
ISO Certified
Smarter Drafter is certified ISO 27001
Encrypted
Latest version of TLS and data encrypted at rest
Secure
Multifactor authentication keeps your data protected
