Smarter Drafter

Smarter Drafter is an automated legal document provider specifically designed for small and medium-sized law firms. According to the vendor, this solution offers a variety of features aimed at streamlining the process of creating and managing legal documents. Smarter Drafter caters to lawyers, legal professionals, law firms, legal departments, and legal consultants, providing them with tools to simplify their document workflows and enhance their practice.

Key Features

eSignatures: According to the vendor, Smarter Drafter includes an eSignature feature that enables users to send documents for signing, regardless of whether they were created within the platform. The eSignature feature is managed through the user's Dashboard, offering a centralized location to track the signing status of documents. Details of the signing parties are automatically captured and entered into signature blocks, eliminating the need for manual data entry.

Smarter Forms: Smarter Drafter provides a library of pre-built instruction-taking forms that can be customized to meet specific legal needs. The vendor claims that these forms streamline the process of gathering client instructions, reducing the time and effort required to create accurate legal documents. Users can easily input client information and preferences into the forms, which automatically generate the corresponding legal documents.

Instruction-Taking Forms: According to the vendor, Smarter Drafter offers a range of instruction-taking forms that cover various legal areas such as wills, trusts, contracts, and more. These forms are designed to gather comprehensive information from clients, ensuring the accurate capture of all relevant details. Users can tailor the instruction-taking forms to their specific requirements, aligning them with their practice areas and client needs.

Document Management: Smarter Drafter provides a document management feature that allows users to efficiently organize and store their legal documents in a centralized location. According to the vendor, users can easily search, retrieve, and manage their documents, eliminating the need for manual filing systems. The document management feature includes functionalities such as document tagging, version control, and document sharing capabilities.

Self-Service Portal: Smarter Drafter offers a self-service portal that enables clients to securely access and interact with their legal documents online. According to the vendor, clients can log in to the portal to view, sign, and download their documents at their convenience. The self-service portal provides a user-friendly interface, facilitating easy navigation and interaction with the documents.