DocumentBlueprint

Read it once.
Reuse it everywhere.

Document Blueprint reads a value off the page against your template, locks it to a typed field with its source, then reuses that one verified value across every form, case, and view. Auditable, not a guess.

1Reads the page
2Asks you once
3Saves to the case
4Fills the next document
Purchase OrderNo. 4471
Acme Co.
Placed Feb 21, 2026
Ship to144 Canal St
DueMar 14, 2026
ItemQtyUnit
Standing desks120$1,150
Task chairs150$520
Monitor arms250$130
Two things the page does not say
Payment terms
Net 30
Delivery notes
Loading dock B
Case · Acme Co.Saved
Ship to144 Canal St
Due dateMar 14, 2026
Line items3 line items
Payment termsNet 30
Delivery notesLoading dock B
Files
Nothing generated yetagreement_acme_co.pdfAgreement
Read from the pageTyped by youFrom the caseComputed
Purchase AgreementGenerated
Harbor Supply Co. and Acme Co.
Payment termsNet 30
Delivery notesLoading dock B
Ship to144 Canal St
Due dateMar 14, 2026in 18 days
ItemQtyAmount
Standing desks120$138,000
Task chairs150$78,000
Monitor arms250$32,500
TotalSum of 3 amounts$248,500
Deposit, 20% of total$49,700
Payment and deliveryNet 30, Loading dock B
Date signedFeb 24, 2026
agreement_acme_co.pdfAgreement
The workspace

One case. Every view.

The values on a case feed its map, its calendar and its analytics.

Case · Acme Co.Saved
Ship to144 Canal St
Due dateMar 14, 2026
Total$248,500
Payment termsNet 30
Files
Nothing generated yetagreement_acme_co.pdfAgreement
Case File
Acme Co.144 Canal St
2DocumentsFeb 24Last activity
Ship To144 Canal St
Due DateMar 14, 2026
Payment TermsNet 30
Date SignedFeb 24, 2026
Total$248,500
Days Until Due18
agreement_acme_co.pdfAgreement
purchase_order_4471.pdfOrder
Everything it handles

Where it earns its keep.

The parts that hold up when the real work gets messy.

Extraction you can audit, not a bot you hope is right

It reads only the fields you defined, and every value traces back to its source.

Extraction
Case records

Handle the weird one-off in plain English

Add an instruction like "take the second total" and the next run follows it.

Plain-language rules
AI assistant

Transform data, don't just copy it

A due date becomes days remaining, line items become a total. Math, not copy-paste.

Template editor
Analytics

Lands right even when the document shifts

Coordinate-exact on strict government forms, or re-anchored by sight when the content shifts.

Autofill PDFs
E-signature

Automations that sort the inbox for you

Watch Gmail or a Drive folder. Matching documents categorize and route to the right case.

Gmail ingest
Drive ingest
Automations
Categorize
Intake forms

A full history on every case

Every extraction, edit, note, and file, with who did it and when. Nothing off the record.

Activity log
Search + filters
Map view
Calendar

It composes the send. You stay the sender.

One click builds the document package and a pre-filled Gmail draft. You click Send.

Email templates
Save to Drive
Client portal
Pricing

Simple, transparent pricing

Start free, go Pro for the full dashboard, or Scale for high-volume teams. The essentials are below; compare every feature on the pricing page.

Free

$0forever

Try it out with basic autofill: 3 templates, light AI budget.

  • 3 templates
  • 500K AI tokens / month
  • 500 MB storage
  • 14-day free trial on Lite and Pro

Lite

$19per month

Solo workhorse: 15 templates, 2.5M AI tokens a month, room to run.

  • 15 templates
  • 2.5M AI tokens / month
  • Up to 75 autofills a day
  • 5 GB storage
Most popular

Pro

$99per month

Full platform: dashboard, cases, ingestion, Gmail/Drive, 2 seats.

  • Unlimited templates
  • Dashboard, cases & ingestion
  • 8M AI tokens / month
  • 2 seats, up to 9 + unlimited portal users

Scale

$299per month

High-volume teams: advanced ingestion rules, 10 seats, priority support and SLA.

  • 15M AI tokens / month
  • Advanced ingestion rules
  • 10 seats
  • Priority support + SLA
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