Back Office & Documents Quotes, contracts and reports appear at the touch of a button, in the right layout.
Documents are the part of the business where the most time goes into formatting and the least attention into content. We turn that round: one valid version, in the right layout, checked before it goes out.
The problem
The same quote gets written from scratch for the third time, because nobody can find the old version. The contract gets copied from a similar case, and half the work is replacing the old company name.
Then there is the question of which version actually counts. The one in the inbox, the one on the server, or the one somebody printed out and signed.
Documents are the part of the business where the most time goes into formatting and the least attention into content.
What you get
Three document templates are included in the setup.
How it works
Capture
Your templates, clauses and the details needed all come together in one place.
Process
At the touch of a button the document appears in the right layout, with the right clauses.
Deliver
Once checked and, where needed, approved, it goes out as Word or PDF.
Review
One valid version with its history. Deadlines flag themselves up from the document.
What it costs
Included: discovery, three templates laid out, clause logic and entry form, testing on real cases, handover.
Included: running it, licences, ongoing upkeep of the templates, support.
No lock-in. Cancellable month by month. What keeps you with us is the work, not the length of the contract.
All prices are indicative and are agreed during the call.
Options
Timeline
What you own
The database, the workflows and all the logins sit in your own accounts. If you want to stop tomorrow, you take it all with you.
We do not make you dependent on us. You are not renting a system, you are getting one.
Common questions
How many templates are included?+
Three document templates are included in the setup. Further ones cost €300 to €600 each.
Word or PDF?+
Both. We rebuild your layout, and it comes out as Word or PDF, depending on the case.
Does the AI write our clauses?+
No. Your stored clauses are dropped in to suit each case. Before the document goes out, any placeholder left empty stands out.
Can we keep using our existing templates?+
Yes. We bring your existing templates into the system rather than reinventing them.
Who is allowed to generate documents?+
You decide who may generate documents and who may approve them.
See what this looks like for your business.
An intro call, free and with no obligation. We show you a system that is running and tell you honestly whether it is worth it for you.