Creating documents is only half the process—making sure they're accurate before they reach your clients is just as important. By generating documents as drafts instead of sending them immediately, your firm can build a simple review and approval process that helps catch mistakes, ensures the right information is included, and gives your team confidence before requesting signatures.

In this recorded Wednesday Workshop, Erika Bertolini demonstrates how to build a document drafting workflow using custom forms, Start Fresh document templates, custom Matter Details views, and document approvals. You'll learn how to collect the information your documents need, automatically or manually generate draft documents, configure approval permissions, review and edit drafts, and send documents for signature only after they've been approved. Along the way, you'll also learn best practices for organizing document data, managing approvals, and creating a scalable document review process for your firm.

Watch the recording