Everything the product does, explained properly.

A template is the blueprint for a document: it declares fields, where each one gets its value, and where that value lands on the page. Click + New template, add fields, place them, save, then run autofill to get a finished PDF.

Three capabilities turn a plain template into a smart one: AI instructions that steer extraction, source tabs that assemble many sources into one output, and batch fields that turn a template multi-case.

A case is one durable unit of work that holds files, extracted data, history, and generated outputs; each template field writes its value into the case under a stable key, so renaming a field or column later never disturbs the data already saved.

A workspace is the container holding your cases, dashboard, and config; the dashboard is the view onto the active workspace, where a table of every case becomes maps, calendars, and analytics driven by your fields.