Working with Drafts in a Case

Use Drafts to create, edit, and export Word documents inside a case.

Open Drafts

1. Open your case.

2. In the left-hand panel, click Open Timeline.

3. Select Drafts.

Create a draft

On the Drafts page, click Create Draft. You can start with a blank document or ask Andri to draft something for you.

Edit and export

The editor works like a word processor. Select text to ask Andri for changes based on the selected content and your case context.

When the draft is ready, click Export to download it or apply a template.

To generate files in the background, see Generating Office Files with Tasks. To format documents with your firm's branding, see How to set up your firm house style.