Skip to content
Certum Draft

Certum Draft Documentation

Everything you need to create matters, manage clients, and generate documents
Get Started Quick Start Guide
Section titled “Quick Links”

Key Features

Section titled “Key Features”

Matter Management

Section titled “Matter Management”
  • Global search — Find any matter by number, client name, or type
  • Recent Matters — Quick access to recently opened matters
  • Matter Workspace — Central hub with Overview, Details, and Documents sections
  • Guided Interview — Step-by-step intake mode for new matters
  • Auto-save — Changes save automatically as you work

Institution Notifications (Estates)

Section titled “Institution Notifications (Estates)”
  • Institution catalog — 1,500+ Australian institutions with contact details and logos
  • Lifecycle tracking — From Notice of Death through to funds received
  • Batch grant letters — Generate all grant letters at once when probate is issued
  • Dashboard tracking — See overdue institutions at a glance

AML/CTF Compliance

Section titled “AML/CTF Compliance”
  • Identity verification — Document type, number, expiry, and verification method
  • Risk assessment — Client, transaction, and jurisdiction risk factors
  • PEP & sanctions screening — DFAT sanctions and PEP checks
  • CDD reports — Generate Customer Due Diligence report PDFs

Notion Integration

Section titled “Notion Integration”
  • Client search — Find existing clients when creating matters
  • Bidirectional sync — Create matters and clients in Notion automatically
  • Shared Note — Edit notes visible to all team members
  • @mention support — Tag colleagues with notifications

Document Generation

Section titled “Document Generation”
  • Template-based — Fill Word and Excel templates with matter data
  • Batch operations — Select and work with multiple documents at once
  • QuickLook preview — Preview documents without opening them
  • Cross-pack templates — Use templates from other matter types

Finder Integration

Section titled “Finder Integration”
  • .certum files — Double-click to open matters from Finder
  • URL scheme — Open matters via certum:// links
  • Quick Actions — Right-click to generate documents

About This Documentation

Section titled “About This Documentation”

This documentation is for Certum Draft, a macOS app that automates document creation for legal practitioners.

For everyday users:

For administrators:

Need Help?

Section titled “Need Help?”