Custom Profiles
The Custom Profiles feature enables you to establish pre-answered interviews for frequently used documents such as Wills, trusts, and ancillary documents. This facilitates faster drafting by starting with a personalized set of default responses, reducing the time required for interviews and enhancing the consistency of your selections.
Using Custom Profile Instructions
5. Using Custom Profile Instructions
Once you’ve completed all client and matter interviews, you add your custom profile to the matter in the same way you add other documents and run the document interview to answer questions that have to be answered each time or if you need to make adjustments based on the client you are drafting for.
Learn how to tailor your InterActive Legal drafting system
to your firm and make it your own.
- Why custom profiles are so powerful, and how to create, use, and edit them
- How setting up a document package (or two) can save drafting time and improve consistency
- Why the name of a matter matters
- How taking a few seconds to re-name documents can save time later