


Document Automation
Generate client-ready documents with zero manual input.
The Document Automation Agent turns client data into completed contracts, proposals, intake forms, NDAs, or legal templates — instantly. You define the template, we build the logic, and it auto-fills everything for you.
Connects to Airtable, Google Sheets, or CRM
Outputs PDFs, Google Docs, or Word files
Fully customizable logic and formatting
Perfect for: Agencies, consultants, law firms, real estate investment companies, and financial service and other professional service businesses that want to automate document prep and save hours.
How to Schedule Your Install:
Once your payment is confirmed, you will receive an email confirmation and a link to schedule a date and time for your install.
Generate client-ready documents with zero manual input.
The Document Automation Agent turns client data into completed contracts, proposals, intake forms, NDAs, or legal templates — instantly. You define the template, we build the logic, and it auto-fills everything for you.
Connects to Airtable, Google Sheets, or CRM
Outputs PDFs, Google Docs, or Word files
Fully customizable logic and formatting
Perfect for: Agencies, consultants, law firms, real estate investment companies, and financial service and other professional service businesses that want to automate document prep and save hours.
How to Schedule Your Install:
Once your payment is confirmed, you will receive an email confirmation and a link to schedule a date and time for your install.