Instantly generate polished documents
Robust document assembly toolkit to launch client-facing (or staff-facing) questionnaires to automate the process of creating custom agreements, contracts, and forms.
Create ‘Master’ Templates
Convert any document used in your practice into a dynamic template and ensure that the final document output reflects exactly the required format every time — using robust logic capabilities.
Launch Client-Friendly Forms
Create guided and branded questionnaires that clients (or staff) enjoy answering. Display one question at a time for a better experience that minimizes user fatigue and makes it much faster and easier to complete.
Effortlessly Automate Documents
Take the burden of document creation off your plate. Gather data directly from clients (or staff) and instantly generate template documents, saving you hours of time on document creation and eliminating errors.
End to end
Automate your document workflow further by configuring deliveries.