Hivelight & Smarter Drafter

Streamline Document Generation with Hivelight’s New SmarterDrafter Integration

Legal workflow automation just got smarter. We’re excited to announce our enhanced integration with SmarterDrafter, bringing seamless document automation directly into your Hivelight workflows. This powerful combination transforms how firms delegate work, generate documents, and track completion—all without leaving the Hivelight platform.

A Work Delegation Machine Meets Document Automation

At its core, Hivelight is a work delegation machine that helps firms manage tasks efficiently, whether ad hoc or through structured workflows. Now, with SmarterDrafter’s Deep Links and Webhooks functionality, your team can trigger document generation at any point in a workflow, automatically track completion, and maintain a complete audit trail—all while training staff at scale.

How It Works: Simple Yet Powerful

The integration leverages SmarterDrafter’s Deep Links technology to embed document automation directly into Hivelight tasks. Here’s the workflow in action:

1. Create or assign a task in Hivelight that requires document generation
2. Click the embedded Deep Link to launch the specific SmarterDrafter form
3. Generate the document with pre-filled client and matter information
4. Automatic updates flow back to Hivelight, confirming completion with a direct link to the generated document

Smart Variable Mapping

Hivelight’s variables functionality automatically passes critical information like Matter IDs and Task IDs to SmarterDrafter. This means:

• Documents are always associated with the correct matter and task
• Client information auto-populates
• Generated documents automatically file to the right location in your PMS or DMS

Real-Time Status Updates

Thanks to SmarterDrafter’s webhook capabilities, Hivelight instantly knows when a document has been generated. Your team sees:

• Automatic task completion notifications
• Direct links to view generated documents
• Complete audit trails for compliance and quality control

Real-World Impact: Beyond Basic Integration

This isn’t just about connecting two systems—it’s about transforming how legal work gets done. Consider these scenarios:

• New Client Onboarding: Create a workflow that guides staff through generating engagement letters, NDAs, and initial disclosure documents, with each document automatically filed and tracked.
• Transaction Management: Build milestone-based workflows where document generation triggers at key stages—from initial term sheets through to closing documents—with automatic matter association and filing.
• Compliance Documentation: Ensure consistency across the firm with templated workflows that include the exact documents needed for regulatory compliance, complete with automatic tracking and reporting.

Setting Up Is Surprisingly Simple

One of the most impressive aspects of this integration is how easy it is to implement:

1. Copy a Deep Link from SmarterDrafter (formatted with your document template and system preferences)
2. Paste it into a Hivelight task (either ad hoc or within a workflow template)
3. Add Hivelight variables for dynamic matter and task association
4. Configure the webhook in your automation platform of choice (we used Zapier in our demo, but any webhook-capable platform works)

That’s it. No complex API development. No lengthy implementation projects. Most firms can be up and running in under an hour.