Rather than manually typing in project- or client-specific details over and over (which can lead to information falling through the cracks), use smart fields in your contracts. Smart fields can be used to automatically pull in project details, or request or enter information, in your contracts. You can set smart fields up to:
Automatically pull:
Info from project details fields, such as relevant dates, locations, client contact info, and more
Answers from questions you ask in your file at some point before the contract
Session-related details, such as the meeting date, time, location, and name
Request (or require) clients to fill out fields before they’re able to sign
Remind you to fill out certain client or project information before sending
Add a smart field to a contract
While building a smart file with a contract, select where you want the smart field to go
This will usually be in a text field
In the settings sidebar, insert a smart field
Select the field content type (what info will fill the smart field) or create a custom type
This usually will use project details (like client names or budgets) or info the client must supply
Set the client permissions for the smart field
Client can edit: The client can edit the field, but isn't required to
Client must fill: The client must fill in the field before signing the contract
Client can't edit: The client can't change the field (use this for to pull in info you've supplied)
From here, how the field content will get filled out depends on what you're using the smart field for:
For dynamic project information, leave the field blank
For dynamic answers from questions, leave the field blank
If the field is for client input, leave it blank for the client to fill
If it is a reminder for yourself, leave it blank as a template or fill it with appropriate information if sending to a client
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