The Drafts process generally follows five steps. Below are the instructions for Step 1: Process Type.
Click on +New Draft
Enter a case name, number, or reference to help you quickly identify and locate the case
Note: Each Draft must have a different name. Project name can only contain letters, numbers, spaces, dashes (-), and periods (.) and cannot include trailing spaces.
Select the Process Type
Optional: You can share the project with colleagues in your firm to collaborate more effectively. By default, all projects are private and only visible to you unless you choose to share them
Click Next
Note from the Visalaw AI Team: We aim to release new case types on a monthly cadence as part of our ongoing product updates. If you have suggestions for additional case types you’d like to see, we’d love to hear from you—please email support@visalaw.ai.
Refer to this article for Step 2.