For document-heavy professional services — law firms, accountants, financial advisors, consultancies, agencies — a custom suite that drives proposal, SOW, MSA, engagement letter, NDA, and invoice generation from a single structured intake. AI fills the structured fields and writes the bespoke sections in your firm's voice. Built in 5–8 weeks.
If every new engagement requires 4–8 documents — and each is "mostly the same as last time, with surgical edits" — and your most expensive people spend their evenings copy-pasting from prior matters into Word — this is the build that turns that 3–5 hours into 15 minutes.
Engagement letters, retainers, NDAs, MSAs, settlement agreements, demand letters. Each tailored to a specific matter but built from a known set of clauses, with surgical edits to terms.
Engagement letters, scope documents, year-end summaries, tax-prep packets, advisory deliverables. The same document each year for the same client, with the year's specific facts updated.
Proposals, SOWs, MSAs, change orders, project recaps. Different client, different scope, mostly the same document architecture.
Document work is the textbook case for automation that hasn't been automated. Three reasons it's stayed manual at most firms.
Word templates with merge fields handle 60% of the work. The other 40% is bespoke — facts, considerations, edge cases — that templates can't address. So senior staff still touch every document.
A document that sounds wrong undermines the firm's positioning. Generic AI-generated text reads like generic AI-generated text. Voice fidelity isn't optional — and it's the part most automation tools skip.
Wrong client name, wrong dates, wrong terms — these aren't typos, they're liability. Most firms keep documents manual because they don't trust automation enough to ship without senior review. Fair.
Two layers — deterministic structure plus AI for the bespoke sections. The AI does the writing where voice matters; deterministic logic handles everything where being wrong has consequences.
One form (or one CRM-trigger) drives the whole packet. Customer name, scope, terms, dates, pricing — captured once, used across every document. No retyping client name on 6 documents and getting it slightly wrong on one.
Your existing templates, structured. Conditionals for "if engagement type = X, include section Y." Optional sections you can toggle per engagement. Version-controlled — every template change is auditable.
The "executive summary," "scope description," "matter-specific considerations" sections — written by AI fine-tuned on your prior documents. Voice fidelity is real. Drafts that sound like you, not like ChatGPT.
Names, dates, dollar amounts, jurisdictions — never AI-generated. They come from the structured intake, validated, and inserted via merge fields. AI only writes the prose where prose matters.
Both formats. PDF for sending; DOCX for tracked-changes review. Branded headers, footers, cover pages, paragraph styles. Looks like the firm's hand-crafted documents because the templates literally are the firm's hand-crafted documents.
Generated document → routed for signature → status tracked → countersigned PDF returned to your system. Closes the loop without you copy-pasting between tools.
Every document has a senior-review step before it goes out. The point isn't to skip the human review — it's to make the human review take 5 minutes instead of 50.
Multi-tenant Postgres, audit logging on every document generated, role-based access, eval suite on the AI-generated sections, multi-LLM provider routing, cost tracking per matter or per engagement.
We map your current document workflow — which documents, which engagements, what's templated, what's bespoke, who reviews. By end of call we know whether Document Automation fits and which document subset to scope.
Stakeholder interviews, audit of your existing templates and prior documents, voice corpus collected (50–100 prior documents typically), structured-data model designed, fixed-quote SOW.
Weeks 1–2: structured templates with merge logic, intake form, data model. Weeks 3–4: AI for bespoke sections, voice fine-tuning, eval suite. Weeks 5–6: PDF/DOCX generation, DocuSign integration, review workflow. Weeks 7–8 (when applicable): hardening, edge-case handling, pre-launch testing.
Quality monitoring on AI sections (eval re-runs at quarterly cadence). Maintenance retainer covers hosting, monitoring, template updates, bug fixes, minor enhancements, LLM API baseline.
No. Facts (names, dates, dollar amounts, jurisdictions) come from the structured intake and are inserted deterministically. The AI only writes prose in sections where prose is the work. The eval suite specifically checks that no fact-shaped content appears in AI-generated sections.
It can, but it's work. We fine-tune on 50–100 of your prior documents during paid scoping. Voice quality is part of the eval suite — your domain experts grade samples, and we iterate until the gradings stabilize. If your firm's voice can't be captured this way, we'll tell you during scoping.
BAA / DPA in place with the LLM provider used for production. PII redaction on training data (the voice corpus). Multi-tenant isolation. Audit logging. Role-based access. The compliance posture gets documented for your firm's records during scoping. For attorney-client privileged content, we'll walk through specific safeguards on the discovery call.
Most modern practice management platforms (Clio, MyCase, PracticePanther for law; Karbon, Canopy for accounting; Salesforce, HubSpot for advisory) integrate cleanly. Intake can trigger from your PM platform; generated documents flow back. The integration list goes into your SOW.
Routine template updates are part of maintenance. Major restructures (new document type, new firm-wide template) go through change orders so you stay in control of scope. Every template change is version-controlled — you can see what changed, when, by whom.
Yes — and the review workflow is designed to make that fast, not optional. The point of the build isn't to remove human review; it's to make human review take 5 minutes instead of 50. Most firms ship Document Automation with mandatory senior review on every outbound document.
Once your knowledge layer is structured, document generation draws from the same source of truth. Pairs strongly for firms where document content draws on policies, precedents, or institutional knowledge.
See full details →Once documents are generated, the natural next step is the full engagement workflow — signature, folder creation, project setup, calendar blocks, kickoff emails — all triggered automatically.
Discuss →For documents that require multi-stakeholder review (partner sign-off, client approval, multi-party signature), the approval primitive embeds naturally into the document workflow.
Discuss →A 30-minute discovery call confirms whether Document Automation fits, which document subset to scope first, and what the next step is.