Lite
Solo plan for direct template autofill without case storage.
$19
/month
- Local/Lite autofill
- Template builder
- No dashboard storage
- No team seats
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.
Everything you need to manage the document lifecycle across any industry that runs on paperwork.
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.
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.
Map document fields on a canvas with drag, resize, and precise coordinate placement. Auto-detect existing PDF form fields or place new ones manually.
View cases as a table, calendar, map, analytics charts, or route planner. Star cases for quick access. All views are config-driven per workflow.
Handle strict government forms with pixel-perfect placement. Values land exactly where they need to go, every time, with deterministic output.
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 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.
Generate complete document packages with a single click. The AI assistant can search cases, compose sends, and run workflow actions from chat.
Invite team members with role-based access. Workers see assigned cases, clients use the portal, and owners configure everything from workflow settings.
Geocode case addresses onto a map with detail cards and directions. Plan multi-stop routes for field teams visiting multiple sites.
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
Construction companies onboarding
Template types configured
Months in development
Validated with NYC HPD construction bid workflows — invitations to bid, confirmations of award, invoices, and transmittals.
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.
Solo plan for direct template autofill without case storage.
$19
/month
Business plan with dashboard workflows, automations, and team seats.
$99
/month
High-volume plan with expanded usage limits and larger team capacity.
$299
/month
Whether you're processing invoices, managing submittals, or filing complex compliance packets, Document Blueprint adapts to your exact document requirements.
Automation Pipeline
Subject contains "Invitation to Bid"
Download attachments
Invitation to Bid
HPD Invitation to Bid template
Construction Bid Lifecycle