From your firm's Word template to a reviewed, recorded document.

The path of one document

Eight steps, in this order. A step without a label is in the product today; a labelled step is not yet.

1. Step 1

   Start from your own template

   You bring the Word documents your firm already uses. Each version records where it came from and who reviewed it, and nothing is published without a second person.

   • Template provenance record
   • Nothing publishes without a second person

2. Step 2

   Mark what changes

   The blanks and the optional clauses in the template are found and proposed to you. You decide which ones are right.

   • Word template analysis In development

3. Step 3

   Build the questionnaire

   Each blank becomes a question, and each optional clause becomes a yes-or-no question with a rule. The questionnaire is accepted only if it fits the template exactly.

   • Guided questionnaires from your templates In development

4. Step 4

   Your client answers

   You send your client a link. They answer without creating an account, can save and come back, and their answers are frozen when they submit.

   • Client intake portal In development

5. Step 5

   The document is assembled

   The answers fill the template. A document with an unknown or unanswered blank is refused, not guessed.

   • Finished Word documents from the answers In development

6. Step 6

   A person at your firm reviews it

   The document starts unapproved. A reviewer approves it before release, and the person who asked for it cannot be the one who approves it.

   • Review before release In development

7. Step 7

   It is signed

   The final document is signed electronically.

   • E-signature Planned

8. Step 8

   Every step is recorded

   Who generated, reviewed, approved, released and downloaded — with the time. The record holds identifiers and hashes, never the text of an answer.

   • Recorded approvals