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
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 then settings tab. Note that form name can also be used instead of form alias if preferred. |
matter-id | (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. 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 |