Intelligent document
assembly
Templates populated from your CRM, packs assembled, dispatched on schedule, and e-signed where required. Every outbound document recorded with a full audit trail.
What you get
The right document, to the right person, on time.
- Templates linked directly to your CRM — client details, case data, and custom fields populated automatically
- Document packs assembled from multiple templates in a single operation
- Dispatch scheduled and executed automatically — email, portal, or print-ready PDF
- E-signature requests sent and tracked to completion — no manual chasing
- Every outbound document recorded with full audit trail: template version, data source, recipient, and timestamp
- Human review step before any document is sent — the system prepares, a person approves
- Fully on-premises — no document content leaves your network
How it works
From template to signed document — automatically.
Each template is connected to your CRM data model. When a document needs to be produced — a client engagement letter, a proposal, a renewal pack — the relevant fields are pulled from the CRM record and merged into the template. Variable fields are resolved; conditional sections are included or excluded based on the client record.
Where a matter requires multiple documents — covering letter, schedules, terms — the entire pack is assembled in a single operation. The assembled documents are presented for review before anything is sent. A member of staff confirms each pack; the system then dispatches it via the configured channel: email attachment, secure client portal, or print-ready PDF.
Where e-signature is required, signature requests are sent automatically after dispatch approval and tracked to completion. Signed documents are returned to the matter record without manual handling. Reminder sequences for incomplete signatures are configurable per document type.
Every document produced is recorded in the audit trail: the template version used, the CRM data at the time of assembly, the recipient, the dispatch channel, and the timestamp. The record is append-only.
Compliance
A complete record of every outbound document.
For professional services firms, knowing exactly what was sent to a client — and when, and in what form — is not optional. The audit trail records the template version, the source data, the assembled output, and the dispatch confirmation for every document produced.
Documents and their audit records are stored on your own infrastructure. No document content transits external services. The record is queryable by client, document type, date range, and dispatch status.
Suited to
Accountancy practices, legal firms, financial advisers, and any professional services business that produces high volumes of client documents from standard templates.
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