Collaborative Drafting

Work together with your team in real-time, leveraging AI assistance to create better legal documents faster.

Overview

Collaborative Drafting enables multiple team members to work on the same document simultaneously, with AI assistance for research, drafting, and review.

Core tasks

Starting a collaborative session

1. Open the document you want to work on
2. Click Start Collaboration in the toolbar
3. Invite team members via email or username
4. Set permission levels for each participant
5. Begin editing with real-time updates

Real-time collaboration features

• Live cursors: See where others are working
• Change tracking: Monitor modifications in real-time
• Comments: Add inline feedback and suggestions
• Version history: Track all changes and revert if needed
• Conflict resolution: Handle simultaneous edits gracefully

AI-assisted drafting

• Smart suggestions: AI recommends improvements and alternatives
• Research assistance: Find relevant case law and statutes
• Language optimization: Improve clarity and legal precision
• Citation checking: Verify and format legal references
• Compliance review: Check against regulatory requirements

Tips & best practices

Effective collaboration

• Use comments for discussion rather than inline changes
• Set clear roles: who drafts, who reviews, who approves
• Use version naming conventions (e.g., "v1.0 - Initial Draft")
• Regularly save and create checkpoints
• Communicate changes in real-time chat

AI assistance best practices

• Review all AI suggestions before accepting
• Use specific prompts for better results
• Train the AI on your firm's writing style
• Validate AI research against primary sources
• Maintain human oversight on critical documents

Role-based notes

For Attorneys

• Lead the drafting process and set the overall structure
• Use AI for research and initial drafting
• Review and approve final versions
• Provide guidance to team members

For Paralegals

• Handle initial research and fact-gathering
• Draft routine sections and boilerplate
• Manage document organization and versioning
• Coordinate with other team members

For Associates

• Contribute to document drafting and research
• Use AI assistance for efficiency
• Learn from senior attorneys' feedback
• Build drafting skills through collaboration

Troubleshooting

Common collaboration issues

• Sync delays: Check internet connection and refresh
• Permission errors: Verify user roles and access levels
• Version conflicts: Use merge tools or manual resolution
• AI not responding: Check system status and try again

Performance optimization

• Limit concurrent editors on large documents
• Use document sections for better performance
• Regularly save and create checkpoints
• Close unused browser tabs

What's next

• Case Management - Organize your collaborative work
• AI Assistant - Master AI-powered drafting
• User Management - Configure team access and permissions