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Transform Your Precedents Into AI-Powered Documents

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 to your AI employee and they’ll get busy.

PDF Templates

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

Word Templates

Dynamic documents with flexible layouts. Features advanced Mustache-like syntax for contracts, letters, and documents with variable content.

Batch Document Generation

Your AI employees can populate one document or an entire bundle at once. Handle complex document packages in a single delegation.

Data From Any Source

Extract and populate data from evidence files, transcripts, emails, forms, databases, and any structured or unstructured sources.
Your AI employees automatically select the right template based on the task you delegate. Just describe what you need, and they handle template selection and data extraction.

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How It Works

1

Upload Your Firm's Precedents

Upload your existing PDF or Word documents. These become the foundation for your AI employees’ document generation capabilities.
2

Configure Advanced Rules

PDF templates use AI-powered form field detection. Word templates support sophisticated templating syntax with variables, conditionals, loops, and equations for complex document logic.
3

Delegate to AI Employees

Simply ask your AI employee to generate documents via email, chat, or Slack. They automatically extract data from source materials, select appropriate templates, and populate documents.
4

Review and Finalize

Your AI employee delivers completed documents in seconds. Review the output and make any necessary adjustments before finalization.

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Template Types Explained

PDF Templates

Best for: Government forms, applications, standardized documentsFeatures: AI-powered form field detection, precise layout control, no content shiftingUse when: You need exact formatting and fixed layouts

Word Templates

Best for: Contracts, letters, correspondence, complex documentsFeatures: Mustache-like syntax, variables, conditionals, loops, equations, dynamic contentUse when: You need flexible layouts and content that varies based on data

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Delegate Work, Get Documents

Your AI employees handle the entire process:
  1. You delegate: “Generate the client onboarding package for Acme Corp using the attachments”
  2. They extract data: From emails, PDFs, transcripts, forms—any source material
  3. They populate templates: Using your firm’s precedents with your exact formatting
  4. They deliver: Professional documents ready for your review in seconds
Strong governance plans should include reviewing AI-generated documents, especially for business-critical functions. Templates ensure consistency, but human review maintains quality and accuracy.
Ready to transform your firm’s precedents into an AI-powered document generation system? Explore the next sections to learn how to create PDF and Word templates with advanced processing capabilities!