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How to use the Smart Drafting Module?

Smart Drafting is the AI-powered document editor for developing and completing notarial deeds based on templates and all documents within a client case.

Written by Magali @Nora
Updated over 4 months ago

Step-by-step instructions

Create New Act:

  1. Navigate to Smart Drafting (/notary-act) from main navigation

  2. Click "New Act" button

  3. Select Template

  4. Fill act metadata:

    • Act name: "Liquidation - SA Dupont Industries"

    • Act type: Liquidation Deed, Donation Deed, Property Sale, etc.

    • Stage: Draft, Review, Final, Signed

    • Client/Matter: Link to CRM entry (optional)

  5. Launch the act filling

Insert Clauses:

  1. Position cursor where clause should appear

  2. Click "Insert Clause" button

  3. Clause library modal opens

  4. Search clauses:

    • By category (Tax, Liability, GDPR, etc.)

    • By keyword ("inheritance", "tax optimization", "liquidation")

    • Browse all clauses

  5. Preview clause content

  6. Click "Insert"

  7. Clause inserted at cursor position with variables highlighted

Manage Variables:

  1. Template or inserted clauses contain variables: {{company_name}}, {{liquidator_name}}, etc.

  2. Variables highlighted (typically yellow background)

  3. Variable panel (sidebar) shows all variables with fill status

  4. Click variable in text or panel to edit

  5. Enter value: {{company_name}} → "SA Dupont Industries"

  6. Variable replaced throughout document (all instances simultaneously)

  7. Fill all variables using panel checklist

  8. Panel shows progress: "18/25 variables filled"

Export Document:

  1. Click "Export" button

  2. File downloads to computer

  3. Original remains in Smart Drafting for future edits

Practical example

Junior notary Emma Rousseau drafts her first liquidation deed from scratch. She clicks "New Act" in Smart Drafting, selects "From Template", chooses "Liquidation Deed - Standard" created by senior partner. The Text editor opens with the 8-page template loaded and fills 18 variables: {{company_name}} = "SA Dupont Industries", {{registration_number}} = "BE 0123.456.789", {{liquidator_name}} = "Jean Mercier", etc. After that, she selects a complex paragraph about creditor notifications and types /legal - AI rewrites it with more precise legal language. She positions cursor in tax section, types /clause, searches "tax optimization", inserts the "Tax Optimization - Liquidation - Belgian SA" clause. She reviews the full deed, marks stage as "Review", saves, and shares with senior partner Thomas. He reviews, adds 2 comments, marks "Final". Emma exports as PDF for client signature. Total time: 12 minutes for what previously took 2 hours, with 95% fewer errors thanks to templates, variables, and AI assistance.

Notes and limitations

  • Rich text editor: Nora provides formatting toolbar (bold, italic, lists, headings, etc.)

  • Real-time collaboration: Multiple users can work simultaneously (with operational transform for conflict resolution)

  • Auto-save: Documents save automatically every few seconds (no manual save needed)

  • No version history: Edits overwrite - use stage workflow to checkpoint major versions

FAQ

Q: Can multiple notaries work on the same deed simultaneously?

A: Yes, Smart Drafting supports real-time collaboration. Multiple users can edit the same deed simultaneously with operational transform conflict resolution (similar to Google Docs). Changes appear in real-time for all users.

Q: What export formats are available and how do I share with clients?

A: Export format is only towards Word for now.

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