How to Use the SMVRT Chatbot to Auto-Fill Your Legal Document

The SMVRT Chatbot makes it easy to create personalized legal agreements without the hassle of manually filling out each field. Instead of editing your document line by line, our AI-powered chatbot asks you a series of simple questions and uses your answers to automatically insert your information into the correct places in the document.

Here’s a step-by-step guide to using the SMVRT Chatbot to fill out your legal templates with ease.

Video Overview:

Step 1: Choose a Legal Template

To get started, navigate to your SMVRT dashboard, click "New Agreement" and choose the type of agreement or legal document you need. You can choose from a wide range of templates, including:

• Independent Contractor Agreements

• Non-Disclosure Agreements (NDAs)

• Service Agreements

• Consulting Agreements

• Employment Contracts

• And more...

Each template is professionally drafted by contract specialists and fully customizable to suit your business needs.

Step 2: Name Your Document and Start the Project

Once you’ve selected your template:

1. Name your Project so you can easily identify it later on your dashboard.

2. Name your Document so that you have a unique document name for your project.

3. Click “Start Project.”

This will send you directly the the SMVRT Chatbot to help you complete your document. 

Step 3: Launch the SMVRT Chatbot

After clicking Start Project, the SMVRT Chatbot will automatically open. This chatbot acts as your personal AI assistant, guiding you through the process of filling out the document — without having to scroll or edit the document manually.

You’ll see a chat window appear with your first question. The chatbot will ask for key details like:

• Your company name

• The name of the other party

• Effective date of the agreement

• Payment terms (if applicable)

• Project or service description

• Duration of the contract

• And other important contract inputs

Step 4: Answer the Chatbot's Questions

As the chatbot asks questions, simply respond in plain language. For example:

• Q: “What is your business name?”
  A: “SMVRT Legal, LLC”

• Q: “Who is this agreement with?”
  A: “Jane Doe Consulting”

• Q: “What is the project start date?”
  A: “July 15, 2025”

Each answer you give will automatically be inserted into the proper fields of your legal document.

You don’t need to worry about formatting or legal language — the chatbot takes care of that behind the scenes.

Step 5: Review and Update Your Answers Before Populating the Document

After you complete the SMVRT Chatbot, you’ll see a summary of your answers. This is your chance to review and make sure everything is accurate.

If you need to make changes, just click into any input field and update the information directly — no need to restart the chatbot. Once your answers are correct, click “Populate Document” and your updated responses will be inserted into the agreement automatically.

This step ensures your contract reflects the most accurate details before moving into editing, collaboration, or signing.

Step 6: Review and Edit Your Document

Once all questions have been answered, your completed document will be generated and loaded into the document editor.

From here, you can:

• Review all pre-filled fields

• Make additional edits directly in the document

• Add collaborators or clients

• Leave comments or ask questions using built-in tools

• Track changes or suggest revisions

Your personalized agreement is now fully editable — but the heavy lifting of document population is already done

Step 7: Collaborate, Run Compliance, and Finalize Your Agreement

Once your agreement is fully populated, you’re ready to finalize and take action. From your SMVRT dashboard, you can:

• Invite collaborators to view, comment on, or edit the document

• Run a compliance check to flag any legal risks or missing elements based on your selected state

• Ask questions about the agreement directly through the SMVRT Chatbot to clarify terms or next steps

• Send for signature using our built-in e-signature tools

Every document is securely stored, timestamped, and easily accessible in your dashboard at any time.

Why Use the SMVRT Chatbot?

Using the SMVRT Chatbot to fill out legal contracts saves significant time:

• Eliminating the need for manual entry

• Ensuring all required fields are completed

• Guiding you through contract setup step-by-step

• Providing a user-friendly way to generate accurate, professional agreements

Whether you're a small business owner, startup founder, freelancer, or HR manager, SMVRT makes legal document creation fast, accurate, and stress-free.

Common Questions About the SMVRT Chatbot

Do I need legal knowledge to use the chatbot?
No. The chatbot is designed to guide users of all experience levels through the document population process. You don’t need to understand legal jargon — just answer in plain English.

Can I change the information later?
Yes. You can revisit your project and make edits at any time before finalizing and signing the document.

What if a field is missed or not filled out correctly — can I edit that information?
Yes. You can easily update any missed or incorrect fields directly within the document editor. Just click into the section you want to change, make your edits, and your updates will be saved in real time. You don’t need to restart the chatbot — full manual editing is available before finalizing or sending for signature.