Deep Link Smarter Drafter Forms
Learn about Deep Linking to Smarter Drafter Forms
marter Drafter Pro allows you to streamline the document generation process by creating direct links to the form-filling experience. These links can be embedded into other applications to take users straight to a specific Smarter Drafter Pro form.
What you can do with Deep Links:
- Open a specific Smarter Drafter Pro form from any application
- Pre-fill the Matter ID and Matter integration to a form
See it in action:
Our technology partner Hivelight, integrates deep links in their productivity platform for legal teams to help streamline document generation as part of a workflow task.
Deep Link Format
https://app.rulestar.com/forms/[form-alias]?matterId=[your-matter-id]&source=[your-matter-source]&sendDocument=[true/false]&externalID=[your-extID]
| Parameter | Description |
|---|---|
|
form-alias |
The unique identifier of the form you want to open. A form alias can be identified by navigating to the form in build mode then settings tab. Note that form name can also be used instead of form alias if preferred. |
|
matter-id |
(Optional) Links the form to a specific Matter in your PMS |
|
source |
(Optional when matterId is not present) Used for tracking or integration context (e.g., clio) |
|
sendDocument |
(Optional, default: false) When true, sends the generated document to the linked matter automatically |
|
externalID |
(Optional) Allows an ID that you define to be included in the response which can be viewed in areas such as webhook answers output. 100 character length for externalID. |
Example: to open a form with alias last_will and link it to Matter ID ABC123:
https://app.rulestar.com/forms/last_will?matterId=ABC123&source=clio&sendDocument=true&externalID=1234
You can omit the Matter ID and other query parameters if you just want to open the form:
https://app.rulestar.com/forms/last_will
Integration Sources Supported
| Integration | Source Format |
|---|---|
| Actionstep | actionstep |
| Clio | clio |
| Leap | leap |
| Smokeball | smokeball |
| Unity Practice Management | unity |