Drafts
A draft is prepared from what is already on the case: the file, the last order, the client's instructions, and how your law firm has written the same thing before. It is a first version. Somebody in the firm reads it and signs it off before it leaves.
What it is
A first version, built from the case, that saves a person from starting at a blank page.
What it is not
It is not a document that goes out on its own. Nothing leaves the law firm without a person accepting it.
Sign-off is not optional
A draft sits in the case waiting for a name against it. It cannot be sent, filed, or shared with a client until somebody in the firm accepts it. That is a rule in the product, not a habit we hope your team keeps.
It draws on your firm's own work
How your law firm words a notice is your firm's work. Drafts draw on your firm's prior work, held for your firm alone. It is not pooled and it is not shared with anybody else.
What gets drafted
- A notice, from the file and the instructions.
- A reply or an application, following the last order.
- A note to the client explaining what happened today.
- An internal note for the person appearing tomorrow.
Questions
- Can a draft be sent by mistake?
- No. A draft cannot leave the firm until a person has accepted it, and the acceptance is recorded on the case.
- Will it sound like our firm?
- It draws on how your firm has written the same thing before, so it starts closer than a blank page. It is still a first version.
- Who can sign a draft off?
- Whoever your law firm decides. Access is set per person and the sign-off stays on the case.
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