Smarter Drafter saves form fillers time in re-keying data previously entered for a matter. Form Fillers will be able to select a matter, and if there was previous data entered, this will automatically assigned from the Matter Record.
Smarter Drafter stores data based on entities created on a matter. Entities can be a person, company or even matter details. An entity must be assigned to a form to a role in order for its data to be added automatically to a form.
Form Builders will create the document automations with the necessary structure so that the data flows correctly. For Form Builder, learn how to setup a form for Matter Record here.
Getting started
1. Navigate to Form Library, locate a form and click Start a form.
2. Add a matter source and matter.
Once this information is added, if the form is setup with role mapping, information on the roles assigned will appear. Smarter Drafter will automatically add any previous data entered for the matter based on the entities created in the matter and the role they play.
If a matter does not have any data relevant for the form, no roles will be automatically assigned.
Clicking on 'Show role assignments' will display the table of form roles and the ability to assign entities to these roles.
3. Click 'Start form now', fill in the form and click submit
Since there are no entities assigned, Smarter Drafter will create new entities and store the data completed in the form.
4. Review submission details and submit form.
Any entities created will appear in this review dialog, with the ability to edit the label of the entity. Note that this does not change any of the entities values entered in the form, this is the display name shown only.
Once the form is submitted, any new entities will be created.
5. Next time starting a form, use the same matter to see the entities automatically assigned
Where an entity created has played the role in the form, the entity will be automatically assigned. This will bring in any of the data stored on the entity that is relevant to the form.
You can use the same form or a different form to bring in the entity data for the matter.
Clear all allows all of the assigned entities to be removed from this form submission, which will not add the entities and their data to the form.
Auto-assign will bring back any of the entities found for the matter.
Frequently Asked Questions
How are new entities created?
New entities are created when there are no entities assigned to a role in the initial start form dialog.
In the below example, no roles for Client, Lawyer or Matter Details are assigned. When filling in the form three new entities will be created and be assigned the respective roles of Client, Lawyer and Matter Details.
How can existing entities data be updated or new data added?
At the start of a form, when there are entities assigned to form roles,
Are multiple entities assignment to a role supported?
Yes, one or more entities can be assigned to a role. This is achieved by the form section being setup as a Repeating section. Repeating sections will have a maximum number of entities allowed to be assigned.
What is a conflict?
Where there are more entities identified on the matter than the form role allows to be assigned, a conflict will be tagged for this form role. Smarter Drafter cannot decide which is the right entity to choose, therefore it is up to the form filler to choose the right entity to assign.
Click 'Add assignee' where there is a Conflict. This will display a side panel with the ability to select the right entity. Select the entity and click Assign.
The conflict will then be removed.
Note that if a form filler is to start the form without clearing the conflict, the only impact will be that that no data will be automatically populated for that form role.
Can an entity play more than one role for a matter?
Yes, an entity can be associated to one or more roles for a matter. This allows scenarios such as when a person may play the role of a Client in one document and in another they play the role of a Defendant.
Simply assign an entity to the different role you want them to play for the form submission. Once the form is submitted, the entity will now have the multiple roles they play for the matter stored in their record.
Note that an entity cannot play more than one role for a form submission.
Can Actionstep or Unity contacts be assigned to a role?
Smarter Drafter has deeper integrations with Actionstep and Unity, that brings in data from these systems into Smarter Drafter forms. These contacts will be automatically assigned from the matter to the form roles.
However, any additional data captured from Smarter Drafter for the assigned Actionstep or Unity contacts will not be stored and brought in to a future form for the matter. A future release will combine these two data sources together so that data stored in Smarter Drafter will work alongside Actionstep or Unity.