Introducing Matter Record: A New Standard for Multi-Document Workflows – Smarter Drafter by Tensis
Smarter Drafter is pleased to highlight the latest innovation in legal document automation: Matter Record, a powerful feature now available in Smarter Drafter Pro.
Professionals who work across multiple documents within the same matter understand that the risks extend well beyond minor spelling errors or relying on memory for key details. Inconsistent information, whether in litigation forms, transaction documents, or advisory packs, can slow progress, increase rework, and in some cases affect compliance and professional credibility.
Matter Record has been developed to address these challenges by providing a structured and reliable way to manage matter data across entire document workflows.
A single source of truth for every matter
While Smarter Drafter Pro has long supported data sharing between forms, Matter Record represents a significant advancement. The feature allows users to assign individuals, organisations, properties, and other entities to a matter and automatically reuse that information throughout all related documents.
By entering details once, teams can create a single source of truth that supports consistency and accuracy from the first document to the last.
Key benefits
Reduced manual data entry
Information captured at the outset flows seamlessly into every connected form, reducing repetitive typing, minimising errors, and helping teams maintain momentum.
Built-in consistency
When the same client, entity, or asset appears in multiple documents, Matter Record ensures that details remain aligned across the entire workflow.
Greater efficiency in multi-document matters
In workflows involving several documents, Matter Record removes unnecessary duplication. Completing one form helps prepare the next, enabling faster progression through complex matters.
Support for complex engagements
Matters involving multiple parties, properties, or overlapping roles are handled with ease. A single individual or entity can be linked once and applied appropriately across different roles and documents.
What this means for law firms
Although the feature set is compelling, the real value lies in the operational impact for firms that regularly produce document packs.
Streamlined production of document bundles
From corporate transactions and dispute-resolution packs to estate planning and conveyancing files, legal workflows often involve multiple documents built on the same underlying data. Matter Record helps ensure each document reflects consistent information, enables quicker updates across document sets, and supports more efficient collaboration — particularly for junior team members responsible for drafting.
Outcome: faster preparation of complete and consistent document packs, with reduced review time.
Value beyond legal
While the examples above focus on legal, the benefits extend to any professional services organisation or public-sector team that produces multiple documents from shared information. By establishing a single, trusted data set for each matter, Matter Record helps organisations improve efficiency, strengthen consistency, and scale document production with confidence.
Getting started
Matter Record is now included in all Smarter Drafter Pro subscriptions and can be used immediately in multi-document workflows. Firms interested in exploring the feature further can access a practical user guide and knowledge base resources that explain:
- What Matter Record is and how it supports structured, consistent data
- How to configure forms so they can reuse matter information effectively
- How users can work with auto-assigned data in day-to-day document preparation
If you’d like to find out more, please get in touch with our team here.
