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Transform Your Precedents Into AI-Powered Documents

Upload your existing templates, and your AI workforce can populate one document or an entire bundle from data in evidence files, transcripts, email correspondence, forms, or other source material. Delegate the work to your AI employee and they handle template selection, data extraction, and document population.

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 variables, conditionals, loops, equations, and field-level instructions for complex document logic.

Data From Any Source

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

Batch Document Generation

Generate one document or an entire bundle in a single delegation.
Your AI employees can 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 Template Rules

PDF templates use AI-powered form field detection. Word templates support Mustache-like syntax with variables, conditionals, loops, and equations.
3

Delegate to AI Employees

Ask your AI employee to generate documents via email, chat, Slack, or Teams. They extract data from source materials and populate the right templates.
4

Review and Finalize

Your AI employee delivers completed documents ready for review. Make any necessary adjustments before finalization.

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Template Types

PDF Templates

Best for: Government forms, applications, and standardized documentsUse when: You need exact formatting, fixed layouts, and precise field placement.

Word Templates

Best for: Contracts, letters, correspondence, and complex documentsUse when: You need flexible layouts and content that changes based on source data.

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Delegate Work, Get Documents

Your AI employees handle the entire document generation process:
  1. Receive the task — You delegate work, such as “Generate the client onboarding package for Acme Corp using the attachments.”
  2. Gather the data — The AI employee extracts relevant information from emails, PDFs, transcripts, forms, databases, or other source materials.
  3. Select templates — They choose the appropriate template or document bundle from your firm’s precedents.
  4. Populate documents — They fill fields, apply conditional logic, perform calculations, and generate professional output.
  5. Deliver results — You receive completed documents ready for review.

Instant Execution

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

Follow Your Standards

Use your firm’s formatting, language, and precedents consistently.

Scale Document Work

Generate one document or hundreds. Processing capacity scales with your needs.
Strong governance plans should include reviewing AI-generated documents, especially for business-critical functions. Templates ensure consistency, but human review maintains quality and accuracy.