Document Automation

$99.00

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.