Smarter Drafter Pro allows you to streamline the document generation process by creating direct links to the form-filling experience. These links can be embedded into other applications to take users straight to a specific Smarter Drafter Pro form.

What you can do with Deep Links:

Open a specific Smarter Drafter Pro form from any application
Pre-fill the Matter ID and Matter integration to a form

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See it in action
Our technology partner Hivelight, integrates deep links in their productivity platform for legal teams to help streamline document generation as part of a workflow task.

Deep Link format

https://app.rulestar.com/forms/[form-alias]?matterId=[your-matter-id]&source=[your-matter-source]&sendDocument=[true/false]&externalId=[your-extId]

Parameter	Description
form-alias	The unique identifier of the form you want to open. A form alias can be identified by navigating to the form in build mode and then selecting the Settings tab. Note that the form name can also be used instead of the form alias if preferred.
matterId	(Optional) Links the form to a specific Matter in your PMS
source	(Optional when matterId is not present) Used for tracking or integration context (e.g., clio)
sendDocument	(Optional, default: false) When true, sends the generated document to the linked matter automatically
externalId	(Optional) Allows an ID that you define to be included in the response, which can be viewed in areas such as webhook answers output. Max of 100 character length for externalId.

Example: to open a form with alias last_will and link it to Matter ID ABC123:

https://app.rulestar.com/forms/last_will?matterId=ABC123&source=clio&sendDocument=true&externalId=1234

You can omit the Matter ID and other query parameters if you just want to open the form:

https://app.rulestar.com/forms/last_will

Integration Sources Supported

Integration	Source Format
Actionstep	actionstep
Clio	clio
Leap	leap
Smokeball	smokeball
Unity Practice Management	unity