Document automation software that turns your templates into workflows
Automate your expertise. Design complex workflows that can be transformed into document sets.
Easy to build. Easy to automate. Easy to compose.
Build your workflow
Create forms and questions to gather relevant client or transaction data. Add branching logic to determine the order and requirement of fields and sections.
Upload document templates
Upload or create frequently used Word or PDF documents as templates. Insert data fields from previously defined questions into the document where auto-population needs to happen.
Execute the process!
Run the workflow to assemble documents and forms. Automatically share or file it with external parties via email or API.