Security matters when working with people’s private information. Take security risks off the table...
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1 minute read
The Matter Record captures, stores, and reuses information across a matter, which in turn improves accuracy, consistency, and speed across your firm’s processes.
About the guide
This guide is designed for existing Smarter Drafter Pro users with the Builder ability who want a deeper understanding of how Matter Record works, how it fits into multi-document workflows, and how it changes the way data flows across forms.
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