Lily

Legal document drafting and client info management toolkit, created custom for an estate-planning law firm.

Lily streamlines the process of gathering client information and using it to populate initial drafts of client documents derived from Word documents (.docx/.dotx) templated with a custom syntax, which legal professionals can then polish and supervise to execution. Users select a working directory (typically a client folder), choose a template, and fill in variables; Lily handles copying, previewing, and saving the completed document, which can be edited like any normal Word document and re-opened at any time to adjust variables.

Stack

• Runtime / Package Manager: Bun
• Desktop Framework: Tauri 2 (Rust backend)
• Frontend: React + TypeScript
• Styling: Tailwind CSS + daisyUI

Workflow

Client Management

• Configure one or more client library directories to browse all clients from the Clients Hub
• Or open any folder directly — Lily creates a .lily project file to track client data
• Questionnaire-based intake walks through structured sections (organized by tabs) to gather client info upfront
• Contacts can be added and assigned to roles (e.g., "Healthcare POA Agent"); their properties auto-fill across documents via {Role.property} syntax

Document Drafting

1. Choose a template (.docx / .dotx) from the configured templates folder
2. A copy is placed in the client folder — the original is never modified
3. Fill in variables via the sidebar form — the preview updates live
4. Variables are shared across all documents for the same client — fill in {Client Full Name} once and it carries over everywhere

Variable Types

• Replacement — {Variable Name} with case-aware substitution (ALL CAPS, Title Case, lowercase)
• Conditional — {Label ?? "true text" :: "false text"} controlled by a toggle
• Contact-role — {Role.property} auto-filled from assigned contacts

Save and Track

• Autosave writes changes after a 2-second pause (or manual Ctrl+S)
• Track documents through statuses: Not Started → Drafting → Reviewing → Complete → Executed
• Create dated versions of documents to preserve history
• The completed .docx is a standard Word file, ready for editing in any word processor
• Lily templating is saved under the surface; you can bring the .docx back into Lily anytime

Development

# Install dependencies
make setup

# Run in development mode
make dev

# Build for production
make build

License

Covered under the AGPL License, see LICENSE

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