Work With Clients

Your Paper, Your Language, Your Name

Run client work through one place without giving any of it up. Import the Word template your firm already uses and ClauseMinds fills it surgically — your styles, your numbering, your wording stay exactly as you wrote them. Client answers, call notes, and review requests all flow into the same draft.

Built for solo and small-firm transactional lawyers. Lawyer accounts are verified and operator-approved.

Your own .docx template, filled surgically
Client answers arrive through a shareable link
Quote before you see the paper
Your firm's template

Import your own .docx. The fill is surgical.

Upload the Word template your firm already drafts from — no conversion, no re-authoring into someone else's format. ClauseMinds fills the blanks and only the blanks: your styles, your numbering, and your language come through untouched. The finished draft exports back to Word looking like your firm wrote it, because it did.

  • Bring the .docx your firm already uses — the template stays yours
  • The fill touches only the blanks; styles and numbering are preserved
  • Your wording is never rewritten around a fill
  • Every fill shows where its value came from
  • Export back to Word at any point
consulting-agreement-template.docxYour styles preserved

Your template

“This Agreement is made between the Firm and [Client] for [Services]…”

Surgical fill

Client: Meridian Support LLC

Questionnaire — client answer

Services: Fractional CFO services

Call notes — approved by you

Fees: Monthly retainer, invoiced in advance

Call notes — approved by you

Notice period: 60 days, either party

Questionnaire — client answer

From client to draft

Answers and call notes become proposed fills — you approve each one

Define the questions you need answered once, then send the client a shareable answer link. Their answers flow into the draft as proposed fills, not silent edits. After a call, paste your notes or a meeting transcript and the system proposes fills from them too. Nothing enters the draft until you approve it, fill by fill.

  • Client questionnaires with a shareable answer link — no account required to answer
  • Answers land as proposed fills, never as silent edits
  • Paste call notes or a transcript; the system proposes fills from them
  • You approve or reject every proposed fill, one by one
  • Nothing enters the draft without your approval
Proposed fillsFrom call notes

Term

Approved

12 months, renewable by agreement

Late payment

Approved

Statutory interest after 14 days

Liability cap

Waiting for you

Fees paid in the prior 6 months

Each fill is approved individually. Rejecting one never blocks the rest.

The collaboration rail

Everything between you and the client, in one place

Intake, drafting, review, and sign-off run through the same contract object — so nothing gets retyped, and every step leaves a record.

Client questionnaires

Define what you need to know. The client answers through a shareable link, and the answers arrive as proposed fills against your template.

Notes and transcripts

Paste call notes or a meeting transcript. The system proposes fills from them; you approve each one before it touches the draft.

Review dispatch, quote first

Clients request lawyer review from inside the product. You accept or pass — and quote — before the client's document is disclosed to you.

The AI-draft door

A client who drafted with some other AI can bring that paper in for a grounded read — every claim quoting its clause — and optional lawyer review.

Provenance on every draft

Every draft carries a deterministic provenance report: what the AI produced, what it grounded on, and what a human changed.

Turn-based collaboration

Comments on the text, one-click suggested edits the other side can accept, and a full revision history with diffs.

Lawyer review dispatch

Quote before you see the paper. Confidentiality by construction.

When a client requests review, you see the shape of the matter — what kind of document, what kind of help — and decide whether to take it. You accept or pass, and quote, before any document is disclosed. The client's paper stays confidential until you commit, and the client knows the price before you have read a word.

  • Clients request review from inside the product
  • You see the matter's shape, not the client's paper, before you commit
  • Accept or pass, and quote, before access is granted
  • The client's document stays undisclosed until you take the matter
  • Clients arriving with an AI-written draft get a grounded read first, then the option of you
Review requests1 waiting

Consulting agreement — review before signing

Document locked

Drafted by the client with an AI tool. Grounded read completed. Requesting lawyer review.

Quote & acceptPass

The document opens only after you accept. Passing discloses nothing.

One place for client work, nothing given up

Your templates stay your templates, your language stays your language, and every draft carries a record of who wrote what. Lawyer accounts are verified and operator-approved — request access.

Every draft carries a provenance report — see how provenance works. ClauseMinds is not a law firm and does not provide legal advice.