Use Drafts when you want to create project-linked documents or pitch deliverables from templates and live project data.

Open a project and go to Drafts in the project navigation.

The page gives you three working areas: a New Pitch Deck button for pitch work, a template gallery you can use to start a new draft, and a drafts list with status, type, last-updated time, and row actions.

Choose a template card to open New Draft. If the template includes dependency questions, answer them before the draft opens.

On New Draft, enter a draft name and complete the required selectors for that template. Depending on the template, you may need to choose documents, charts, claims, products, or claim-construction data before you can continue.

Click Create Draft to add the new draft to the current project's Drafts list.

Use New Pitch Deck when you want to create pitch deliverables.

In non-case projects, New Pitch Deck opens the guided Build a Pitch workflow. That flow can create a pitch deck, a draft, or both from a complaint upload.

In case projects, pitch work also appears in the case Pitches section, where you can build a deck from the current case state.

The drafts list shows whether an item is a document draft, export, or pitch deck.

Open a row to keep editing. Use the row menu to rename, duplicate, delete, or download completed exports.

After the draft is ready, open it to edit the content or export it. If you need a presentation instead of a document, start from New Pitch Deck.