DocketDrafter DocsTools
The tools DocketDrafter exposes to the assistant and what each tool does.
The assistant calls these tools on your behalf. You never call them directly; this page shows what DocketDrafter can do, so you know exactly what the assistant is acting on.
Your assistant shows you the name in the first column while it works, so that is what you will recognize in a conversation. The second column is the underlying identifier, which some assistants show instead.
A filing can hold more than one document (for example, an Answer and an Affirmation of Service), and DocketDrafter works with them together in your firm's workspace. (A verified Answer is one document: the verification is its final page.)
| Tool | Identifier | What it does | Changes data? |
|---|---|---|---|
| Get Started | get_guide | Learns your firm's document formats before drafting | Read-only |
| Working on It | execute | Drafts and revises the documents in your firm's workspace | Writes |
| Add Documents | add_files | Brings a Word or PDF file you provide into the case | Writes |
| Download Documents | get_files | Produces the finished files for you to download, in Word or PDF | Read-only |
| Share Feedback | send_feedback | Shares a problem you raise to help improve DocketDrafter | Sends feedback |
Get Started
get_guide. Read-only. Reads your firm's drafting guide: the document format and the structure of each filing type DocketDrafter supports. The assistant reads this before drafting so the output matches the required format.
Working on It
execute. Writes. Drafts and revises the documents in your firm's workspace: it creates a new document, changes an existing one, or organizes a filing. It works only within your firm's workspace and saves your work there.
Add Documents
add_files. Writes. Brings a Word (.docx) or PDF file you provide into the case, so it becomes part of your firm's workspace and can be retrieved later. Use it for an opposing brief, an exhibit, a prior filing worth reusing, or a document you edited in Word and want to hand back. Attach the file in the conversation, or keep it in a connected folder, and the assistant brings it in. Only Word and PDF files are accepted.
Download Documents
get_files. Read-only. Produces the finished, court-formatted Word (.docx) for the documents you asked for. The files download automatically for you to open and review; when a filing has more than one document, you get each one.
Ask for a PDF and the assistant delivers the document as a PDF instead. The same goes for a Word file you brought into the case earlier. A PDF you provided always comes back exactly as you provided it. If your firm's documents use a typeface the PDF service does not have, such as a letterhead set in a font your firm bought, the PDF prints that text in a standard font instead, and the assistant tells you which part of the document is affected. The Word copy prints in your typeface on any computer that has it installed. A version showing tracked changes comes as Word only.
A copy carrying the assistant's comments is for your own review: it comes as Word only, and its file name says "review" so it is never mistaken for the copy you file. Every other copy leaves the comments out.
A court form comes in two copies. The fillable copy is the one to review: you can open it in Acrobat and change any answer. The flattened copy is the one to file: every answer is part of the page, and the form's on-screen buttons and notes are gone. When your firm has said who signs a form, the signature is printed on both copies. Ask for the flattened copy when you are ready to file.
Some filings reach the court as one continuous PDF: a court form followed by its proof of service, or a motion followed by its exhibits. If your firm is set up for these, ask for the filing as one document and the assistant assembles it, in filing order, as a single PDF. You still get each part on its own when you want to edit one, and a combined filing is always a PDF rather than Word, because it is several documents joined together. If you file this way and it is not set up for your firm yet, contact us.
Downloaded documents are named the way your firm names files, so each one identifies its case and document at a glance and a folder of them sorts the way you expect. If you would like a different convention, such as leading with the date, contact us and we will set it for your firm.
Share Feedback
send_feedback. Shares a problem with DocketDrafter to help improve the product. If a result comes out wrong, something is confusing, or the product cannot do what you need, the assistant can pass that along so we can improve it. It sends only the specific problem and enough detail for us to act on it, never your whole conversation. When it relays something you raised, it tells you it has been shared; your documents are never changed.
Permissions and review
Every tool runs only after you have connected and signed in, and only against your own firm's workspace. The assistant proposes drafts and edits; you open and review the files yourself. See Authentication & permissions.