Proposals out the same day. Not the same week.
Quotes, contracts, and client documents drafted from your own templates in minutes, with the details right, so the deal moves while the prospect is still interested.
The hire this replaces: an admin assistant drafting documents — automated for a fraction of a salary.
The hours you're losing every week
Every document starts with copy-paste
You open the last client's proposal, hit save-as, and start swapping names and numbers. It takes an evening you do not have, and one missed find-and-replace embarrasses you in front of a prospect.
Slow paperwork stalls signed deals
The client said yes on Tuesday. The contract went out Friday. In between, they kept shopping, the scope got renegotiated, or the enthusiasm simply cooled. Speed of paperwork is speed of revenue.
The knowledge lives in your head
Only you know which clauses matter, what the right rate is, and how the scope should read. Every document needs your hands, which makes you the bottleneck for your own growth.
What we build
Proposal generation from a short brief
Answer a handful of questions about the client and scope, and a polished, branded proposal is drafted from your templates with correct pricing, terms, and names, ready for a five-minute review.
Contract assembly with guardrails
Your agreements built from an approved clause library: the right options appear based on the deal, risky edits get flagged, and nothing goes out with the last client's name still in clause seven.
E-signature and follow-up built in
Documents go out for signature automatically, reminders chase the unsigned, and the moment ink lands, the next steps fire: invoice raised, project folder created, kickoff scheduled.
AI intake that fills the blanks
Client details captured once, through a form or a short call summary, then reused everywhere: proposals, engagement letters, invoices. You stop retyping the same name into six documents.
From audit to automation in weeks, not quarters
Free workflow audit
A 30-minute conversation plus a walkthrough of one core process. You get a written map of where time and money leak — yours to keep either way.
Pilot one workflow
We build and ship one automation end-to-end, working inside the tools you already use. You see measurable results before committing to anything bigger.
Scale what works
Once the pilot pays for itself, we extend the same approach across your operations — with your team trained to run it without us.
Oliver started his career in legal technology, spending years around document-heavy workflows at firms where a drafting error could be very expensive, and later sold automation platforms into some of the largest companies in the world. He has watched document assembly evolve for two decades. What he builds for Vancouver businesses is the proven core of it, sized for a small firm.
Frequently asked
What does document automation cost?
The audit is free. We sit down with your three or four most repeated documents, time how long they take today, and show you what is automatable. Then we quote a fixed-scope pilot, typically one document type end to end, at a set price. You know the full cost before anything gets built.
Can I trust AI with legal documents?
Trust it to draft, not to decide. Our systems assemble documents from your approved templates and clauses, so the AI fills in structure you have already vetted rather than inventing language. A human always reviews before anything is sent, and for regulated work we build the review step in so it cannot be skipped.
What tools does this connect to?
Clio and Clio Draft for law firms, PandaDoc and Better Proposals for sales documents, DocuSign and Dropbox Sign for signatures, plus Word, Google Docs, QuickBooks, and HubSpot. We wire them together with Zapier or Make. If your templates live in Word today, that is a perfectly good starting point.
Where do my client documents live?
In your accounts, not ours. We build to PIPEDA and BC privacy law, choose platforms with Canadian data residency where it matters, and never use your documents to train public AI models. For law firms and clinics we also work within your confidentiality obligations and document exactly what data flows where.
How long until I am sending automated proposals?
A single document type, your standard proposal or engagement letter, is usually automated and tested within two to three weeks, and most owners send their first same-day proposal inside the first month. Adding contracts, e-signature flows, and follow-up automation typically brings the full build to four to six weeks.