The Field Manual

Document Blueprint automates paperwork with the help of AI. A template lets AI know where to find key information in a document and what to do with it. Every run saves its data to a case, and the dashboard aggregates those cases into search, map, calendar, and analytics views.

A template is your form with its blanks marked. It tells the AI where to find key information, what to do with it, and where each value lands on the page. Every document you run it on fills the same way.

Three things make a plain template smarter: AI instructions that steer what the AI reads, source tabs that join several documents into one output, and batch fields that fill one row per case.

A case is the record for one unit of work: its files, the values read from them, the documents made from it, and everything that happened. Each value is saved under a key that never changes, so renaming a field later never moves the data.