Fill common Department PDFs from reviewed matter data
Automated form fill is coming to Matter for common Department PDFs such as Form 80 and Form 956. The goal is to use reviewed matter data to generate a form draft, rather than asking staff to copy the same answers from a questionnaire, document request, case note, or spreadsheet.
Less retyping, cleaner review
Form fill only works when the source data is trusted. That is why this sits alongside forms and the system of record. A client answers through the portal, staff review the answer, and accepted values can then feed the documents that need them.
Built for professional review
The generated form should be a draft the team can inspect, correct, and finalize. The aim is not to skip judgement. It is to remove the mechanical retyping so staff can spend their time reviewing the substance.