Turn existing Word documents into reusable templates, extract field data from term sheets using AI, and store every output automatically in SharePoint.
Manual re-keying of counterparty names, trade dates, and notionals introduces errors that compliance reviews catch too late.
Producing a clean, correctly formatted agreement from scratch takes a lawyer or analyst the better part of a morning.
Without automation, SharePoint fills with _FINAL_v3_USE_THIS.docx — no audit trail, no status tracking.
Upload any existing Word document. Click on fields to tag them as variables. Wrap optional clauses in conditions. Save with version and document type.
Upload a term sheet or email. AI reads it, matches values to the right fields, and flags anything it's not confident about. Or prefill from a prior agreement with the same counterparty.
A clean Word document is produced. The output records every field's source — AI, prefill, or manual. Everything saves straight to your SharePoint.
Tag variables and wrap conditional sections directly inside the browser. No special tools needed.
Upload a term sheet or email. The system reads it and populates the template, flagging low-confidence values for human review.
Identify fields from a previous document with the same counterparty and carry them forward automatically.
Watch the document update in real time as fields are filled. What you see is what you get.
No external file storage. Every template and output lives in your existing SharePoint, respecting your permissions and retention policies.
Every document records who generated it, which fields came from AI vs manual entry, and every status change from Draft to Signed.
These can be scoped as future phases.
Create an account and turn your first Word template into a reusable, AI-assisted document in minutes.