Numbered versions
Every revision is kept on the matter. Clients see only the versions you submit; your working versions never appear.
Draft review
Collaborate on the document, not over email.
Sending a will, a settlement agreement, or a severance package as an email attachment means the answer comes back as a reply-all, a printed and scanned markup, or a phone call about page six, and nobody is sure which version the client actually read. BetterDocket keeps Draft Documents on the Case with numbered versions, lets you send one for review, and brings back a clear decision in the portal.
The problem
Where the time goes today.
Version confusion
The client approved something. Was it v3 or the v4 you sent an hour later? The email thread has both attachments and no answer.
Feedback by every channel
Comments arrive as a reply, a scan, a text, and a call. Someone consolidates them before the next revision, and something gets missed.
Work in progress leaks
Drafting in the open means the client sees half-finished thinking. Drafting in private means they see nothing until a surprise attachment lands.
How it works
Draft review in BetterDocket.
Step by step. Each one is something the product does today.
Keep the draft on the Case
A Draft Document is a Firm-authored working document on the matter, moving from draft to review to final. Versions are numbered. Work in progress stays Firm-only.
See howSend a version for review
Choose the version and assign the review to the Clients on the matter who actually need to sign off. It appears in their portal as a request awaiting them.
The client answers in one of three ways
Approve. Request changes, with a note, an uploaded marked-up copy, or both. Or flag “can we talk about this?” when they would rather have a call than write it out.
A new version supersedes the review
Upload a revision and the pending review re-points at it automatically, so the client is never looking at a version you have already replaced.
Share the final set
When the document is executed, share it to the portal's “From your firm” list, where it stays readable after the Case closes.
What you get
Included from the first Case.
A decision, not a thread
Approved, changes requested, or a request to talk, recorded on the Case rather than inferred from an email.
Marked-up copies land in the file
A client's annotated PDF uploads against the review it answers, organized with the rest of the Case.
Readable after closing
Executed documents shared to the portal stay readable to the Client after the Case closes and archives.
In your practice
Where this matters most.
Estate planning
From intake questionnaire to signing, without the email chase.
See the fitCivil litigation
Litigation your client can actually follow.
See the fitEmployment law
Keep first-time clients oriented through the agency wait.
See the fitReal estate
Every closing date, contingency, and document in one place.
See the fitDeliberately focused
What draft review does not do.
BetterDocket organizes the administrative work around a matter. The legal work, and the tools you already use for it, stay where they are.
- It does not draft or assemble documents. Draft Review carries the documents produced in the tools you already use.
- It does not offer e-signature. Execution happens where it does today; share the executed copy back to the portal.
- It does not redline or compare documents for the client. The only computed diff is a factual “what changed” suggestion between two of the Firm's own versions, offered as an editable prefill for the Firm Member to approve.
Keep reading
Related guides
What is a client portal for law firms — and what it isn't
A client portal is a private page where a client sees their case: status, next steps, messages, and requests. What it does, what it isn't, what to look for.
Read the guideHow to collect documents from clients without the email chase
Make every request itemized, visible, and self-reminding: one list the client can see, uploads that land in the matter, and automatic follow-up.
Read the guideEmail vs. portal vs. texting for law firm client communication
Texting is fast but unmanageable; email is universal but untrackable; a portal is where case communication should live. How the three actually divide.
Read the guideQuestions.
Can the client see my working drafts?
No. Draft versions in progress are Firm-only. The Client sees only the numbered versions you deliberately send for review.
How does the client give feedback?
From the portal they approve the version, request changes with a note or an uploaded marked-up copy, or flag that they would rather talk it through on a call. The decision is recorded on the Case.
What if I revise while a review is pending?
Upload the new version and the pending review re-points at it automatically. The client is never asked to approve a version you have already replaced.
Does BetterDocket sign documents?
No. It carries drafts and reviews. Signing happens in the e-signature tool or the conference room you use today, and you share the executed copy back to the portal.
What does this cost?
It is included. BetterDocket is $10 per Firm plus $1 per open Case each month, prorated by day, with unlimited team members and every capability on this site. There is no add-on, module, or per-seat fee for any of it.
Send your next draft for review from the Case.
Numbered versions, a clear decision, and nothing lost in a thread.
14 days. No card.