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Certum Draft

Quick Start

This guide walks you through creating your first matter and generating documents.

The Basics

Section titled “The Basics”

Certum Draft helps you:

  1. Create matters with consistent folder structures
  2. Fill in client details once
  3. Generate documents that automatically include those details

The Dashboard

Section titled “The Dashboard”

When you open Certum Draft, the dashboard is your home base.

Certum Draft dashboard with Key Dates Coming Up at the top, a matters search bar with New Matter, New PNM, New Doc and Open buttons, Open Leads on the left, Recent matters in the middle, Recently Updated in Notion on the right, and NSW Processing Times and By the Numbers below

From the toolbar you can:

  • + New Matter — open the new-matter wizard (⌘ + Shift + N)
  • New PNM — log a potential new matter from a phone enquiry (⌘ + Shift + P) (only visible once your Notion Leads database is configured)
  • New Doc — generate documents for an existing matter (⌘ + Shift + D)
  • Open — open an existing matter folder (⌘ + Shift + O)

The three signal columns (Open Leads, Recent, Recently Updated in Notion) and the bottom row (NSW Processing Times, By the Numbers) give you a quick read on what needs attention.

Create Your First Matter

Section titled “Create Your First Matter”
  1. Press ⌘ + Shift + N or choose File → New Matter
  2. Select the matter type (e.g., Estates, Conveyancing)
  3. Enter the client details:
    • Client name
    • Address
    • Contact information
  4. Add any matter-specific details the template requires
  5. Choose where to save the matter
  6. Click Create Matter

A new folder is created with:

  • A unique matter number
  • The folder structure for that matter type
  • A matter file containing all the details you entered

When you open a new matter for the first time, Certum Draft offers a guided interview — a step-by-step walkthrough that asks for the essential information. You can skip to the full form at any time.

Generate Documents

Section titled “Generate Documents”
  1. Open your matter folder
  2. Press ⌘ + Shift + D or choose File → New Document
  3. Select which templates to generate
  4. Review any missing information and fill it in
  5. Click Generate Documents

Your documents appear in the matter folder, ready to review and use.

Key Shortcuts

Section titled “Key Shortcuts”
ActionShortcut
New Matter⌘ + Shift + N
New PNM⌘ + Shift + P
New Document⌘ + Shift + D
Open Matter⌘ + Shift + O
Search Matters⌘ + K
Preferences⌘ + ,

Next Steps

Section titled “Next Steps”