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 the five 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, and your firm's confirmed fixed build price.

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. We mean that plainly: the assessment is a deliverable, not a deposit.

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 principal 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

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.

Then your firm produces its first live client draft — and that is the day your license year begins. You don't pay for a license you can't use yet.

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

Library expansion beyond the starter set — additional document types, specialty provisions, integrations — is scoped as needed, when you're ready. 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