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Interactive checklist · for mid-size firms · about 3 minutes

The Drafting Checklist for Mid-Size Firms

signs your drafting is ready to grow

You don’t need a global firm’s knowledge team to draft consistently, but you do need the right foundations. Tick each indicator you can confirm today and get an instant, private readiness score.

Start the checklist

Download the checklist

10 quick ticks

3 areas of readiness

Instant, private result

Silhouetted face looking upward, from the checklist cover

Cover of The Drafting at Scale Checklist

The checklist · PDF

Take it to your next partners’ meeting

Download the checklist

Contents

Tick each indicator you can confirm today.

—

How to use this checklist

Foundations

Control

Growth

Your results

Mid-size firms compete on consistency, without the headcount to police it.

When a handful of people look after your templates, structure decides whether clauses stay consistent, updates reach every document and new joiners draft the firm’s way from their first week.

How to use it

Review each indicator against how your firm drafts today, or the platform you’re considering.

Count only what you can demonstrate today. No roadmap promises, no manual workarounds.

If all three statements hold, tick the card. Your score builds as you go.

Built for lean teams, not enterprise budgets. Your answers stay in your browser.

01 Foundations

These indicators assess whether your templates do the work, so a small team can keep drafting consistent without checking every document by hand.

0 of 4 Foundations indicators confirmed

02 Control

How change is managed without a dedicated knowledge team. These indicators assess whether drafting stays aligned and defensible with the people you already have.

0 of 3 Control indicators confirmed

03 Growth

How the system copes as you add lawyers, clients and practice areas. These indicators assess whether drafting gets easier or harder as the firm grows.

0 of 3 Growth indicators confirmed

Integrations · headless drafting

Use it where you work.

Your lawyers already draft with an AI assistant. Headless drafting brings your firm’s templates, clauses and rules into Claude, Copilot, Harvey and Legora, while the control stays in Avvoka. No extra platform for your team to learn.

Claude

Live now

Draft from your templates and export, straight from Claude.

Connect →

Microsoft 365 Copilot

Available now

Draft through the questionnaire in conversation, changes tracked.

Marketplace →

Harvey

Early access

Your approved templates and clauses, without leaving Harvey.

Learn more →

Legora

Early access

Template selection and bulk drafting, inside Legora.

Learn more →

See it working

Drafting from your Avvoka templates inside Claude.

A 2-minute tour of the Avvoka connector in action: search the template library, draft with the details filled in and export the finished file, all without leaving the chat.

04 Interpreting Your Results

Count the indicators you can confirm today. This is a diagnostic, not a certification: which gaps you have matters as much as the total. For most mid-size firms, the fix is better structure and clear ownership, not another tool.

Your score

0/10

Tick each indicator above that you can demonstrate today. Your result updates as you go.

8–10

Ready to grow

→Your drafting foundations are in place: approved templates, controlled change and clear ownership.

→The focus now is adoption. Get every practice area using what you’ve built, and track the time it saves so partners can see the return.

5–7

Gaps that will show as you grow

→The core pieces exist, but the gaps will cost more time as you add lawyers, clients and templates.

→In a firm your size, these gaps often rest on one or two people. If they’re away or leave, consistency slips.

→Close the gaps that carry the most risk before you roll out further.

0–4

Start with the foundations

→Drafting probably relies on copying past documents and on what a few experienced people remember.

→That works for now, but it won’t hold as the firm grows. Turning your best documents into approved templates is the quickest way to build the foundations.

The Drafting Checklist · PDF

Take it to your next partners’ meeting.

Download the full checklist to share with your partners, practice leads and IT.

Download the checklist

Looking to learn more?

See Avvoka in action with our virtual walkthrough. Or go straight to the number crunching with our ROI calculator.

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