Julie
Documentation Specialist · Mid
$599/mo + $1,500 hire
Hire Julie
Drafts standard documents, contracts, engagement letters, NDAs, and client memos from your templates and prior work. Julie learns your style over time and drafts in it.
Julie owns the documentation layer that slows every small firm down. She takes a matter file, the relevant templates, and any prior work product and produces a first draft that reads like the partner wrote it. The partner reviews, makes a few targeted edits, and the document is done.
The work she takes off your plate: the engagement letter that needs to go out before the matter can even start. The NDA revised from the last version manually every time. The client memo explaining what just happened in plain language. The routine compliance questionnaire that takes a partner an hour every single time it arrives. Julie handles all of it without being asked, in the firm's voice, using the firm's templates.
She does not give legal advice. She drafts from instructions, templates, and prior work product. Provisions that require legal judgment get flagged for partner review. But by the time a draft reaches the partner, 80% of the work is done.
Three real examples. Template compliance, style calibration, and flagging conventions are all set during onboarding.
Hartwell & Reed LLP will review the commercial lease agreement for the property at 2400 Washington Ave N, Minneapolis, including all exhibits, addenda, and any related transaction documents provided by the client.
$350/hour for partner time, $275/hour for associate time. Invoices issued monthly, due within 30 days. A retainer of $2,000 is required prior to commencement of work.
Provision 7 (limitation of liability) uses non-standard language not present in the current template. Partner review required before sending to client.
Effective January 1, 2027, Minnesota commercial landlords are required to disclose all known material defects in the property and any pending regulatory actions affecting the building. This applies to all new commercial leases and to lease renewals exceeding 12 months.
The North Loop lease currently in review will be subject to this requirement if it executes after January 1. We recommend adding a disclosure exhibit to the agreement before execution.
No immediate action required. We will incorporate the required disclosure exhibit into our addendum draft. We will flag if the landlord's response to this exhibit becomes a negotiation issue.
| Document | Matter | Type | Draft time | Status |
|---|---|---|---|---|
| Engagement letter | CRE-2026-0847 (Bracken) | Engagement | 85 min | In partner review |
| NDA (mutual) | CRE-2026-0851 (Meridian) | Agreement | 40 min | Approved and sent |
| Lease addendum | CRE-2026-0847 (Bracken) | Addendum | 110 min | In partner review (1 flag) |
| Client memo (H.F. 2847) | CRE-2026-0847 (Bracken) | Memo | 55 min | Approved and sent |
| Compliance questionnaire | CORP-2026-0412 (Bracken North Loop) | Compliance | Queued | Starts 8:30 tomorrow |
Julie receives access to your template library and three to five examples of recent documents the partner is proud of. She learns your heading structure, tone, and citation conventions.
Julie produces drafts for partner review before delivery to anyone else. You mark what needs adjustment: voice, precision, format, the kinds of provisions that always need more care. Each round narrows the gap.
Julie delivers drafts directly into the review queue. Partners review and approve. The document library grows as each completed draft is logged back into the firm's systems.
Julie handles the documentation queue independently. Quality monitoring continues. The 30-day check-in is on the calendar.
Julie handles any document type for which you have a template or a comparable precedent in the firm's library. Standard types include engagement letters, mutual and one-way NDAs, lease addenda, corporate formation documents, employment agreements, client memos, compliance questionnaires, and form correspondence. For document types with no template, she produces a first draft from scratch using the closest comparable precedent and flags the document as needing closer partner review before use as a template.
During onboarding, you provide three to five documents that represent the firm's preferred style at its best: clear structure, appropriate level of formality, the language conventions the managing partner would use. Julie reads them, extracts the patterns, and applies them in all subsequent drafts. You then correct the first round of shadow-mode drafts, which refines the calibration further. Most firms reach style-match rates above 90% within the first 30 days.
She flags it. Whenever Julie encounters a provision that does not map cleanly to an existing template, a factual ambiguity she cannot resolve from the matter file, or a situation where prior precedents conflict, she produces the best draft she can with a specific flag in the document indicating the issue and why partner review is needed. She never silently guesses on something consequential.
Yes. The template library she draws from covers all of your practice areas. If the firm does commercial real estate, employment, and corporate formation, Julie has access to templates and precedents for all three. The style calibration is firm-wide, not practice-area specific. Practice-area-specific conventions (different heading structures, different signature blocks) are captured during onboarding and applied automatically.
Standard documents (engagement letters, NDAs, simple addenda) typically go from request to draft in under two hours. More complex documents, like a multi-party commercial agreement with novel provisions or a heavily negotiated lease, may take four to six hours for the first draft. In all cases, Julie provides an estimated delivery time when the request is logged so the partner has visibility before the document is due.
Two weeks of guided setup. Handling the documentation queue independently by day 14. Performance guaranteed for the first 90 days. If she does not meet standard, we replace her or refund the hiring fee.