Certum Draft

Documents without the grind.

A macOS app for Australian solicitors. Matters get a workspace, documents get generated, leads get tracked.

Certum Draft dashboard showing recent matters, open leads, key dates, NSW Land Registry processing times, and a matter-type breakdown.
Matter workspace

A workspace for every matter.

Smart forms adapt to the matter type — conditional fields hide what isn't relevant, computed fields handle uppercase names, joined addresses, and the other tedious bits. Auto-save means you can step away mid-thought without losing place.

Matter workspace overview for a Sale of Land matter showing client details, settlement date, and the document checklist down the right side.
Document generation

Letters, agreements, certificates — one click.

Select the precedents you need, preview the result, generate. Everything lands in the right folder with the right name. No copy-paste between Word documents. No Find-and-Replace marathons before each settlement.

Document generation wizard showing four selected precedents — Letter to Client, Contract for Sale, Statement of Adjustments, and a cover letter — with a preview panel and a Generate button.
Potential new matters

Track enquiries before they're matters.

A call comes in, or an email lands. Hit + New PNM to capture the basics. The lead syncs to Notion, the team gets watched in automatically, and when it becomes real work you convert it to a matter without re-entering anything.

Lead inspector for a Wills enquiry from Sir Galahad, showing stage, source, practitioner, next-action date and notes.
Conveyancing settlements

Settlement adjustments, done for you.

Enter the rate amounts and periods from the notices — Certum apportions council, water and strata between vendor and purchaser, computes each allowance and the balance to vendor, and drops the figures straight into your settlement letter. No spreadsheet, no hand-typing the numbers.

Sale of Land settlement adjustments showing council, water and strata apportioned between vendor and purchaser with each allowance and the balance to vendor.
Deceased estates

Estate administration that tracks itself.

Choose from over 1,500 banks, super funds and insurers. Certum tracks each through notify → response → grant → funds, drafts the notification and grant letters, and shows you exactly what's outstanding — so nothing slips through on an estate.

Estate administration institutions list with Commonwealth Bank selected, showing its notify-to-funds tracking status and detail pane for a deceased estate matter.
Wills & estate planning

Mirror wills in one click.

For couples making reciprocal wills, Certum drafts both at once — each spouse as the other's executor and primary beneficiary, with substitute executors and contingent gifts filled in, ready for you to review. One click, two wills.

Wills matter Documents pane with the Mirror Wills toolbar button and two reciprocal draft wills, one per spouse, in the Working Documents list.

Syncs clients, matters and leads with Notion.

Ready to try it?

macOS 14+ · v0.9.225 · Free during early access

Download Certum Draft 0.9.225

21 MB · Universal Mac · Updates via Sparkle