Documents and templates
Your own Word templates, filled from the client record.
Templates are the firm's own
Document generation starts from the firm's existing Word (.docx)
templates — uploaded as-is, not rebuilt in a proprietary editor. Each
template is mapped once: a guided workbench connects the template's fields
to the platform's canonical client data (names, addresses, fiduciaries,
and so on). A preview shows the template as uploaded, as mapped, and as it
renders with sample data, so mapping mistakes surface before a real matter
depends on them.
Drafting from the record
Documents on a matter generate from the canonical client record that intake review produced. Change a detail in the record and regenerate — every affected document picks it up. Documents move through draft → ready → shared with the client, and that movement is what advances the matter through Drafting and Reviewing.
The engagement letter
The engagement letter is the one document signed electronically. It generates from the firm's letter template, goes out for e-signature, and the executed PDF lands on the matter when the ceremony completes. The scope the client signed is anchored to the matter from that moment.
Estate planning documents themselves — wills, trusts, powers of attorney, healthcare directives — execute in person, the way the formalities require. The platform tracks the workflow around the ceremony (scheduling, confirmation, wrap-up) rather than substituting for it.
Files and the Drive mirror
Every matter has a Files surface — generated documents, executed PDFs, and client uploads from the portal. A firm that connects Google Drive in Settings → Integrations gets a mirrored folder per matter, kept up to date automatically, so the file set is also wherever the firm already lives. Mirroring stops when a matter is archived.