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.
If there’s no custom option in the interview to type your own text, or if you want to change the generated text, you’ll need to make those edits each time in Word.

1. Creating Custom Profile Instructions
Length: 01:10

2. Edit Custom Profile Instructions
Length: 00:24

3. Delete Custom Profile Instructions
Length: 00:15

4. Customize Custom Profile Instructions
Length: 00:57

5. Using Custom Profile Instructions
Length: 00:23

Creating Custom Profile Instructions

1. Creating Custom Profile Instructions

The Custom Profiles feature in InterActive Legal helps you set up interviews with answers already filled in for documents you use often. This way, you can start drafting with your saved answers instead of filling them in each time. Set up profiles for documents you use regularly, like wills, trusts, and other important documents, to save time and keep answers consistent.

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

Customizing Your System for Success

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