How It Works

The engagement, from your side of the table

Three stages, in order, with nothing owed beyond the stage you're in. Here is what actually happens when a firm starts with RediDraft: what you send, what you get back, and when you decide.

1

The assessment: $950, credited in full

How it starts: a two-minute form. No payment page, no quote dance. We invoice your firm and call to kick off, and work typically starts before the invoice is paid.

What you send: two or three of your best executed plans, plus your provision sets for your core documents. The fee is the same $950 for every practice size.

What you get back: a consistency review of your own provisions, an evaluation of how complex your variables actually run, your firm's confirmed fixed build price, and how many author seats your firm actually needs. Most firms guess high on that last one: a twelve-attorney general practice with two estate planning attorneys pays for two, and you will know before you commit to anything more.

Then you decide. Proceed, and the assessment fee is credited in full toward the build. Or walk away and keep the report, owing nothing more. The assessment is a piece of work you own either way.

2

Build mode

Your five core documents (revocable trust, pour-over will, financial power of attorney, healthcare directive, and certification of trust) are built as working Form Volumes from your own provisions. Not our template library with your firm name on it: your language, the language your clients already signed.

  • Your attorneys hold author seats from day one. They review and refine their own language as the build progresses, with two revision rounds per document included.
  • The build runs in the browser, on sample matters only. No real client data is used during the build. Ever.
  • Every Build-mode draft is watermarked. That's protection for your firm: nothing produced during the build can ever be mistaken for, or filed as, a client document.
  • Diagnostic data is saved during the build, with full visibility to you. It lets us see and fix issues fast, and your firm can review everything saved, at any time.
3

Go-live

Two things have to be true first. Your library has to work: your reviewing attorney has been through the Form Volumes and accepts them as fit for client matters. That is what the build is for, and it is why every firm gets one. And your first license year, invoiced back when you decided to go ahead, has to be settled.

Then we verify your firm's actual deployment (Desktop, SaaS Web, or Private Web) and Build mode ends. The saved diagnostic data is exported to your firm on request and then deleted. The watermarks come off.

Most of your build is still unpaid at this point, and that is on purpose. $1,000 of it is invoiced here. The $4,000 balance waits until you confirm your library is working, or 90 days after go-live, whichever comes first. Your sign-off at go-live was on sample matters; this one is on real ones. The questions a firm has about a new library arrive after real client work has gone through it, and we would rather still be on the hook when they do.

At this point your firm can produce its first live client draft, and that is the day your annual license begins. The first renewal will be due 12 months after this day. The build never comes out of your license year: however long it takes, you get a full twelve months of working software.

What we need from you

The build moves as fast as the material and the feedback do. Three things keep it moving:

  • Your source documents at kickoff: the same plans and provision sets the assessment reviewed.
  • One named reviewing attorney with sign-off authority.
  • Feedback within five business days per revision round.

How quickly the whole engagement runs depends mostly on your firm's turnaround at each round: the faster the feedback, the sooner the first draft.

After go-live

The starter build exists to get your firm productive quickly. After that the library is yours to grow: your attorneys hold author seats, so additional document types, specialty provisions, and a clause reworded after a statute changes are all work your own firm can do, on its own schedule.

Bring us in when it suits you. Library expansion, integrations and larger projects are scoped as work at your invitation, and the firms that would rather hand a project over get the same people who did the original build. That work is described on the professional services page .

Training runs alongside all of it. Training videos and regular training seminars are planned, so a new attorney or a new paralegal can come up to speed on your schedule rather than ours.

And adding a signing attorney is a simple incremental license step: the published marginal price, pro-rated for the remainder of your license year.

The first step is on the pricing page, not on a call