Drafting

Template Documents

Create a document from an approved template using case and contact information.

Template Documents combines approved firm language with the case and contact information already available to the user. The result is a reviewable draft that keeps the template’s structure intact while reducing repetitive entry.

• Templates preserve firm language and formatting.
• Case values populate defined template fields.
• Generated work remains available for review before use.

Report Documents

Create Word or spreadsheet output from a saved report and its structured results.

Report Documents turns a saved report and its current results into a Word or spreadsheet deliverable. The report continues to define the data set, while the document template controls how that information is presented.

• Saved reports define the underlying data set.
• Report-backed fields can populate approved document templates.
• Generated files are returned to the case document workflow.

Legal drafting

Draft and revise legal work from case context, selected sources, templates, and the active working document.

Legal drafting starts from the selected case, the sources the user authorizes, and any applicable firm template. Jane prepares work product for revision while keeping supporting material close enough for the attorney to verify important statements.