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Start free. Add the platform when you need it.

Start free.
Grow into a full paperwork operation.

Run your document-heavy work on autopilot: automatic ingestion from email and Drive, AI extraction that's deterministic and auditable, case routing, dashboards, and team-ready drafts. Start free with the template tool — add the workspace when you're ready.

  • Construction bids and submittals
  • Legal ops and intake
  • Real estate transactions
  • Agency back-office
See pricing
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CasesMapCalendarAnalytics
Inbound Email
Document
Auto-Filed

Engineered for Efficiency

Everything you need to manage the document lifecycle across any industry that runs on paperwork.

Workspace Automation

Watch a Gmail inbox or Drive folder. When a matching document arrives, the pipeline ingests it, categorizes the file, extracts the data, and routes it to a new or existing case — no manual upload, no manual sorting.

Deterministic AI Extraction

AI is constrained by your template schema, so every output is a function of (template, case data). Predictable, auditable, and repeatable — safe for legal, compliance, and government paperwork, not hallucinatory like a chatbot.

Visual Template Builder

Map document fields on a canvas with drag, resize, and precise coordinate placement. Auto-detect existing PDF form fields or place new ones manually.

Dashboard Views

View cases as a table, calendar, map, analytics charts, or route planner. Star cases for quick access. All views are config-driven per workflow.

Coordinate Precision

Handle strict government forms with pixel-perfect placement. Values land exactly where they need to go, every time, with deterministic output.

Multi-Source Templates

Templates stitch together workspace-level PDFs and other templates at fill time. Reuse one invoice + four outcome affidavits across every case — shared boilerplate lives once, no duplication.

Compose Drafts & Share

Compose Gmail drafts with pre-filled fields and curated attachments — your team reviews and sends from their own inbox, never auto-sent. Share cases with workers and clients through a portal with per-collaborator field visibility and intake forms.

One-Click Actions

Generate complete document packages with a single click. The AI assistant can search cases, compose sends, and run workflow actions from chat.

Team Workspaces

Invite team members with role-based access. Workers see assigned cases, clients use the portal, and owners configure everything from workflow settings.

Map & Route Planning

Geocode case addresses onto a map with detail cards and directions. Plan multi-stop routes for field teams visiting multiple sites.

Dynamic Dashboard

Add a field to a template and it appears as a sortable column. Derived columns, filter presets, and analytics charts are all config-driven.

Built with real construction workflows

0

Construction companies onboarding

0+

Template types configured

0

Months in development

Validated with NYC HPD construction bid workflows — invitations to bid, confirmations of award, invoices, and transmittals.

Simple Pricing

Start with Lite for solo template work, go Pro for the full dashboard with automations and team seats, or pick Scale for high-volume operations.

Lite

Solo plan for direct template autofill without case storage.

$19

/month

  • Local/Lite autofill
  • Template builder
  • No dashboard storage
  • No team seats

Pro

Business plan with dashboard workflows, automations, and team seats.

$99

/month

  • Dashboard + case organization
  • Gmail/Drive automations
  • 1 included seat + paid add-on seats
  • Team notes & activity history

Scale

High-volume plan with expanded usage limits and larger team capacity.

$299

/month

  • Unlimited templates & higher AI/OCR limits
  • 10 included seats + paid add-on seats
  • Batch autofill included
  • Priority AI models
See full pricing
Built for Scale

Perfect for Any Document-Driven Industry

Whether you're processing invoices, managing submittals, or filing complex compliance packets, Document Blueprint adapts to your exact document requirements.

Automated document generation and assembly
Gmail and Drive ingestion with auto-categorization
Calendar events with Google Calendar export
Collaborator portal with intake forms
AI assistant for search, sends, and workflow actions

Bid Invitations

Automation Pipeline

Active
WHENEmail Received

Subject contains "Invitation to Bid"

1 THENImport Document

Download attachments

2 THENCategorize

Invitation to Bid

3 THENExtract Data

HPD Invitation to Bid template

4 THENCreate Case

Construction Bid Lifecycle

5 steps • Email triggerRuns on every matching email
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