Product Update: A better way to start drafting

When starting a document, lawyers need to confirm one thing: the data is right. Who’s involved. What roles they play. What’s being used. 

If that’s clear at the start, everything that follows becomes simple - the document just populates. Drafting time drops significantly.

What’s new

The latest update to Smarter Drafter Pro introduces a more structured way to manage matter data at the start of drafting - making it easier to confirm what’s being used before the document is generated.

In this release:

• Clear visibility of matter data: See all relevant parties and details in one place, with roles clearly defined.
• More control when it matters: Adjust, replace, or remove data before drafting begins - without reworking it later.
• Support for more complex matters: Use the same record across multiple roles, reducing duplication.
• Guided resolution where needed: Where multiple data points exist, users are prompted to confirm what should apply.

Why it matters

This is about getting the start right. When data is confirmed upfront:

• Less rework: Information flows into the document correctly the first time.
• Fewer errors: Users can see exactly what’s being applied before drafting begins.
• Better adoption: A clear starting point makes the workflow easier to trust and repeat.
• Faster drafting: Once confirmed, the document populates automatically.

How it works

Matter data is surfaced at the start of drafting in a structured view that reflects how the matter is organised.

From there, users can:

• Review all data in context
• Make quick adjustments where needed
• Pull in additional records where required

Once confirmed, that data flows directly into the document — whether drafting in Word, or working from connected systems like iManage or practice management platforms.

No rekeying. No switching between systems. Just a clean transition from data to document.

Where this is going

This is part of a broader direction. As automation becomes more embedded in legal workflows, the focus shifts to getting inputs right - so outputs take care of themselves.

We’re continuing to build towards a platform where data, documents, and workflows stay connected - so drafting scales without adding complexity.

👉 Explore the full release here