I retype client details every time, and mistakes slip into contracts
We pull data from one source: your CRM, a website form or a spreadsheet. The template fills itself, so retyping errors in client details go away.
Contracts, invoices and reports generated in a minute, not retyped by hand
We build a workflow that pulls data from your CRM, form or spreadsheet and produces the contract, invoice or report for you. Your team clicks once instead of copying details between files.
Quote and schedule after your brief
Who it's for
- Small business owners whose managers write contracts and invoices by hand every day
- Accountants and legal assistants who edit one template for every client
- Agencies and service firms that send monthly statements and reports
- Online stores and B2B sellers that need an invoice or delivery note for each order
Problems we solve
Month-end statements eat half a day
We set up batch generation. The system collects every statement for the period in one run. You review and send.
Documents are scattered across folders and hard to find
Each file is saved automatically to your own storage (Google Drive, OneDrive or similar) in a clear folder structure, with a link on the client record in your CRM.
Clients wait for an invoice while the manager is busy
The invoice is created and sent right after an enquiry or payment. For tricky cases we keep a manual approval step.
What's included
- Review of your current documents and templates
- Template preparation in Google Docs, Word or PDF with merge fields (placeholders filled with data)
- Connection to the data source: CRM, website form, Google Sheets or Airtable
- Template selection rules by client type, service, currency and language
- Automatic file creation and saving to your storage
- Delivery to the client by email or messenger
- Approval step for documents that need a human check
- Recurring reports built from CRM or spreadsheet data
- Testing on your real examples
- Written guide and short training for your staff
Choose the scope
Use a package to describe what you need. We agree on the quote and schedule after reviewing your brief and requirements.
01
Start
For teams automating one or two document types
- Up to 2 templates
- Data source: form or spreadsheet
- Files saved to your storage
- Guide for your team
02
Business
For companies that run contracts, statements and invoices from a CRM
- Up to 6 templates
- CRM integration
- Email delivery to clients
- Approval step
- Batch statement generation
03
Full cycle
For high document volume with several languages or currencies
- More than 6 templates
- Rules by client and service
- Recurring reports
- Link to an accounting tool with an API (a way for software to exchange data)
- Pilot with a measurable KPI
How we work
Brief and requirements
You describe the task and current workflow. We clarify requirements, choose a first stage and prepare a quote.
Document audit
We study your templates and real deals. We note which fields change and which stay fixed.
Pilot with a KPI
We automate one document type first. Together we pick a measure, such as minutes to prepare one contract.
Rollout
We add the remaining templates and connect CRM and email. You pay in stages.
Handover
All accounts, files and access are yours under the agreed terms. We train your team and leave a guide.
Scope and limits
- We are not a law firm: you or your lawyer check the content and legal validity of templates
- We do not promise to automate everything: non-standard contracts with custom terms are often better left manual
- We do not promise a specific time saving before the pilot: results depend on your volume and data quality
FAQ
Are generated documents legally valid?
A document is valid based on its content and signature. We automate how it is produced, not the rules. For signing we can connect a tool such as DocuSign or Adobe Sign, or a qualified e-signature service where your country requires one.
Where should we start?
With the document you produce most often in the same pattern. Usually that is an invoice or a standard agreement. The effect shows quickly and gives you a clear KPI.
Does it work with our accounting software?
If the software has an API or imports files, a link is possible. We check this at the brief stage. If an integration is not feasible, we tell you up front.
What do we need to provide?
Your current templates, 3-5 real examples with different terms, access to the CRM or spreadsheet, and a person who knows the rules for when each document is needed.
Can we edit templates ourselves?
Yes. Templates live in your own Google Docs or Word files. You edit the text and leave the merge fields in place. We show you how.
What does it cost after launch?
We prepare a quote after reviewing your brief. We list support and any third-party costs separately: subscriptions, APIs, hosting or media spend where the project needs them. Provider rates are checked before work starts.
Start with your task
Describe your business, the outcome you need and your current workflow. We will clarify the requirements and prepare a quote after your brief.