Documentsthatwrite
themselves.
Template-based document generation that pulls data from your cases and contacts. Letters, reports, contracts, invoices. One click, professional output. No copy-paste. No typos.
Template Builder
Build once. Generate forever.
Create templates with merge fields. Click generate. Get perfect documents every time.
Merge Fields
Pull data straight from your cases and contacts. Names, dates, amounts, custom fields. One template, thousands of personalised documents.
Headers & Footers
Consistent branding on every page. Logos, page numbers, document references. Professional output without manual formatting.
Cover Pages
First impressions matter. Add cover pages to reports, proposals, and formal documents. Automatic or on-demand.
PDF & Word Output
Generate PDFs for sending, Word docs for editing. Same template, multiple formats. You choose what works.
Dynamic Tables
Tables that grow with your data. Line items, schedules, lists of parties. No manual row counting.
Images & Logos
Embed images from records. Signature captures, photos, company logos. Visual documents, automatically populated.
How It Works
Data in. Document out.
Your templates contain merge fields that pull live data from cases, contacts, and organisations. When you generate, everything is filled in automatically. Dates, names, amounts, addresses. All accurate, all consistent.
- Upload Word templates with merge field syntax
- Map fields to your case and contact data
- Generate from any record with one click
- Output as PDF or editable Word document
- Automatically save to case file with audit trail
Automation
Generate without clicking.
Trigger document generation from workflows. When a case closes, generate the letter. When a payment is received, generate the receipt. Automatic and reliable.
Workflow Triggered
Generate documents automatically when cases reach certain statuses. Closure letters, confirmations, reports. No manual intervention.
Auto-Email Attachment
Generate and attach to emails in one action. The right document to the right person, automatically.
Batch Generation
Generate hundreds of documents at once. Mail merges, renewal notices, bulk correspondence. Click once, done.
Version Control
Every generated document saved with case. Full history of what was sent to whom, and when.
What You Can Generate
Any document your business needs.
Letters
Client correspondence, confirmations, notifications
Contracts
Agreements, terms, engagement letters
Reports
Assessment reports, summaries, analysis documents
Invoices
Billing documents with line items and totals
Forms
Pre-filled application forms, declarations
Certificates
Completion certificates, attestations
Industry Applications
Documents that meet your standards.
Insurance
Policy documents, claim acknowledgements, settlement letters. Compliant templates with the right wording every time.
Legal
Client care letters, contracts, court bundles. Merge case data into legally-approved templates.
Property
Survey reports, valuations, condition schedules. Professional documents from field data.
Healthcare
Patient letters, referrals, discharge summaries. Clinical templates with correct information.
Stop copying and pasting.
Documents generated from your data, in your templates, to your standards. See how document generation fits into your workflow.