Customer Guide

Your first steps.

Use this guide to understand what to do first, what to gather, how drafts work, and when review may help.

What to do next

Complete missing facts, gather copies, name your draft, and keep track of questions.

What review means

Review options are separate from self-guided work. Attorney review requires conflict check, scope, and engagement terms.

What is not complete yet

A draft is not signed, witnessed, notarized, filed, funded, transferred, or safe to rely on until the required steps actually happen.