Quick Start

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

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

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

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.

Tip

You can also right-click a matter folder in Finder and select Generate Documents from the Services menu.

Key Shortcuts

Action	Shortcut
New Matter	⌘ + Shift + N
New Document	⌘ + Shift + D
Edit Matter Details	⌘ + Shift + E
Preferences	⌘ + ,

Next Steps

Creating Matters

Learn about matter types and client details in Creating a New Matter

Generating Documents

Understand templates and missing fields in Generating Documents