Drafting

Lawzana Flow's drafting module lets you create, edit, and manage legal documents with AI assistance. Documents are written in a rich text editor with AI features built in.

Creating a Draft#

Go to Documents → Drafts & templates, click New, then New Document. From a matter, click New Draft on the matter's documents tab: blank, template and AI-generated drafts started this way are linked to that matter. You have five ways to start:

1. Start Blank#

Give the document a title and a document type, then write from scratch in an empty editor.

2. From Template#

Pick one of your firm's templates and start with its content. This option appears once your firm has at least one template. Create templates with New → New Template: write one yourself, generate one with AI, or add one from the Starter Library (see AI Features).

To reuse an existing draft instead, open the Drafts tab and choose Duplicate from the draft's menu. The original remains unchanged.

3. Import Word#

Upload a Word file (.docx, up to 10 MB). It is converted into an editable draft. Save older .doc files as .docx first.

4. Import PDF#

Upload a PDF (up to 20 MB). Flow extracts its text into an editable draft. Text-based PDFs work best; scanned documents may not extract properly.

5. AI Generation#

Let AI create a complete first draft:

1. Click AI Generation
2. Enter a title, document type and practice area
3. Describe what you need (e.g., "Non-disclosure agreement for a software development engagement with a 2-year term")
4. Click Generate Document, then review and edit the result in the editor

AI credits used: 3 credits

Guided Wizards#

When you start a draft from a matter, the New Document window also shows Guided Wizards, with the Engagement Letter wizard (see below).

The Editor#

The drafting editor provides familiar formatting tools.

Formatting Toolbar#

Use Export to copy the document, or download it as DOCX or PDF. Drafts linked to a matter can also be saved to the matter as a PDF.

Page Layout#

• The editor lays your document out as pages while you edit
• Page breaks you insert are visible in the document

AI Editing Features#

Ghost Text (Auto-Complete)#

Ghost text is off when you open a draft. Click the sparkle button in the toolbar to turn on AI suggestions. As you type, the AI suggests completions in gray text:

• Press Tab to accept the suggestion
• Press Escape to dismiss it
• Keep typing to ignore and replace it

Suggestions use the text around your cursor.

AI Assistant#

The AI Assistant panel sits next to the editor; the AI Assistant button in the header shows or hides it. Its Assistant tab has three parts: Chat, Prompts and Clauses. In Chat, the Mode switch has two settings:

• Agent (the default) — The AI edits the document directly. Ask it to draft, edit, or improve the document (e.g., "Make the liability section more favorable to the service provider")
• Chat — The AI answers questions about the document without editing it

To change one passage, select the text in the document first. In Agent mode, the panel shows Text selected, and your request applies to that text (e.g., "Rewrite this to be clearer"). Before each Agent mode edit, Flow saves a version of the draft.

AI credits used: 3 credits per Agent mode message, 2 per Chat mode message

Tracked AI Edits#

Changes from the AI appear as tracked changes:

• Green — Added text
• Red, struck through — Deleted text

The toolbar shows how many AI changes are pending. Use the arrows to move between them, and hover over a change to accept or reject it. You can also Accept all AI changes, Reject all AI changes, or undo only the last AI batch.

Review#

The panel's Review tab runs a playbook on the draft and grades each rule (see AI Features).

AI credits used: 3 credits per review

Clause Library#

Access your firm's reusable clauses while drafting:

1. In the AI Assistant panel, open Clauses
2. Clauses are grouped by category:
   • General
   • Real Estate
   • Intellectual Property
   • Employment
   • Corporate
   • Litigation
   • Privacy
   • Commercial
   • Finance
   • Other
3. Search clauses by keyword
4. Click Insert at Cursor, or drag a clause into the document

Engagement Letter Wizard#

A guided 4-step wizard for creating engagement letters. Open it from Guided Wizards when you start a draft from a matter, or with Generate Engagement Letter on a lead. The client, matter and scope of services are filled in from the matter or lead.

Step 1: Template#

Choose one of your engagement letter templates, or Generate from scratch (AI-powered).

Step 2: Billing#

Configure how the client will be billed:

Step 3: Disclosures#

Add optional sections, each with editable text:

• AI Technology Disclosure — How your firm uses AI tools
• Data Security Disclosure — Your firm's data security practices
• Conflict of Interest Disclosure — Your conflicts check and procedures

Set the default text, and which disclosures are included by default, in Settings → Engagement Letters.

Step 4: Generate#

• Enter the Governing Law jurisdiction
• Click Generate Draft to create the engagement letter
• The document opens in the editor for review and editing

Draft Status#

Set a draft's status from the status menu at the top of the editor:

Version History#

Open Version History from the editor header. You can:

• Save a version at any time, with an optional note
• Preview previous versions and add notes to them
• Restore a previous version if needed

Flow also saves a version automatically before each Agent mode edit.