Solicitor Draft Review
A step-by-step guide to the collaborative Will draft review workflow between consumers and solicitors on the Willsure platform.
How it works
The Solicitor Draft Review feature connects consumers who have generated a draft Will through the AI Will Assistant with verified solicitors for professional review. The workflow ensures every draft is checked by a qualified solicitor before execution, while keeping the consumer in control at every stage.
Draft Status Guide
Understanding the status of your draft Will at each stage of the review cycle.
Draft
Initial generated state. The consumer has not yet reviewed or approved the draft.
Customer Approved
The consumer has approved the draft. It is being routed to matched solicitors for review.
Solicitor Review
The draft is with a solicitor for professional review. The consumer waits for feedback.
Customer Review (Changes Requested)
The solicitor has requested changes. The consumer should review the notes, revise if needed, and re-approve.
Solicitor Approved
The solicitor has approved the draft. The consumer will be contacted about execution next steps.
Solicitor Review States
The internal review status tracked while the draft is with a solicitor.
Pending
Awaiting solicitor assignment - the draft is queued for a solicitor to claim.
In Review
A solicitor has claimed the lead and is actively reviewing the draft.
Approved
The solicitor has approved the draft. Ready for execution.
Changes Requested
The solicitor has sent the draft back with notes for the consumer to revise.
Rejected
The solicitor has rejected the draft. The consumer can revise and re-route.
Key things to know
Not legal advice
The AI-generated draft is built from approved clause templates but is not a substitute for professional legal advice. A qualified solicitor must review it before execution.
Communication is via notes
Solicitors and consumers exchange feedback through structured notes on the draft. There is no live chat - each party reviews and responds at their own pace.
Re-approval re-routes
If a solicitor requests changes, the consumer can revise and re-approve. This sends the draft back to matched solicitors for a fresh review.
Solicitor matching
Solicitors are matched based on required services, location, and availability. Only verified, accredited solicitors with a fit score above the threshold are notified.
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