AI Docs

AI Docs is a document and contract automation platform that turns complex paperwork into guided, easy-to-complete online forms. Users answer simple questions in Intelligent Forms, and the system builds customized documents in Word or PDF using built-in rules and AI to add, remove, or adjust wording automatically. Organizations can let internal teams or external customers generate, edit, and eSign documents on their own, reducing back-and-forth emails and manual preparation.​

Key Features

• Intelligent Forms with powerful logic that show only relevant fields, perform calculations, and use rules plus AI to create the right document text.​
• Self-service document generation that lets customers and partners configure and act on important documents 24/7 without needing a login.​
• No-code admin tools, including a drag-and-drop form builder and rule setup screens, so non-technical staff can design and maintain document flows.​
• Built-in document actions like edit, copy, file upload, eSign initiation, emailing, custom actions, and a central dashboard with filters and exports.​

Use Cases

• Automating contracts, letters, and other repeatable documents where wording changes based on user answers (for example, client agreements or recommendations).​
• Allowing customers to self-generate personalized documents, view or receive PDFs, and start eSign processes without staff involvement.​
• Streamlining internal documentation for areas like social work, compliance, or operations, where consistent, rules-based forms are critical.