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Upload your existing templates, and your AI workforce can populate one or a bundle of documents at once from data in evidence files, transcripts, email correspondence—just delegate the work and they’ll get busy.

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Powerful Document Processing

Your Firm's Precedents

Upload your existing PDF and Word documents. Transform your firm’s templates into intelligent, automated document generation tools.

Advanced Templating Rules

Support for sophisticated templating syntax including variables, conditionals, loops, and equations for complex document logic.

Data From Any Source

Extract and populate data from evidence files, transcripts, emails, forms, and any other structured or unstructured sources.

Batch Document Generation

Generate one document or an entire bundle at once. Your AI employees handle multiple documents in a single workflow.

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Supported Template Types

PDF Templates

Perfect for form-based documents with fixed layouts. Ideal for applications, government forms, and standardized documents.

Word Templates

Dynamic documents with flexible layouts. Use Mustache-like syntax for contracts, letters, and documents with variable content.
Your AI employees automatically select the right template based on the task you delegate. No need to manually specify which template to use.

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How Your AI Employees Use Templates

Your AI employees handle the entire document generation process:
  1. Receive the Task - You delegate work via email, chat, or Slack: “Draft the client onboarding package for XYZ Corp”
  2. Gather the Data - The AI employee extracts relevant information from attachments, correspondence, databases, or other sources
  3. Select Templates - Automatically chooses the appropriate template(s) from your firm’s precedents
  4. Populate Documents - Fills in all fields, handles conditional logic, performs calculations, and generates professional output
  5. Deliver Results - Returns completed documents ready for your review

Instant Execution

Documents generated in seconds, not hours. Your AI employees work 24/7.

Follow Your Standards

Uses your firm’s exact formatting, language, and precedents every time.

Scale Infinitely

Generate one document or hundreds. Processing capacity scales with your needs.

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Getting Started with Templates

1

Upload Your Precedents

Go to the Templates section and upload your firm’s existing PDF or Word documents.
2

Configure Template Rules

Define variables, set up conditional logic, and customize field instructions for AI population.
3

Connect to AI Employees

Assign templates to your AI employees or make them available across your workforce.
4

Delegate and Review

Simply ask your AI employee to generate documents. They handle data extraction and population automatically.
Strong governance plans should include reviewing AI-generated documents, especially for business-critical functions. Templates help ensure consistency, but human review maintains quality and accuracy.