Keep your documents yours
Upload a supported digital PDF or begin with a starter layout. Map changing fields, review the sample and save your approved template. Keep source files separate from generated copies.
Work from one client record
Save clients, rates, contacts and projects. Prepare quotations, invoices, estimates and proposals with exact decimal totals, unfinished briefs and version history. Record approvals and payment evidence separately from sending or collecting money.
Give PDFs a proper workspace
Organize a PDF library, annotate copies, find text and compare documents. Reorder, crop, rotate and split pages; add images or signature graphics; fill supported forms; redact a rasterized copy; protect or unlock files you are allowed to access. Each tool has its own compatibility checks.
More work, less repetition
Batch drafts, CSV/ZIP record import, reviewed contact/project merges, client memory, scheduled reminders, follow-up drafts and encrypted backup export/restore support repeat client work. Plan and format limits apply.
Connected today, more to come
Hosted assistant connections are in preview. Scoped authorization can expose saved records and optional draft creation to compatible MCP clients. End-to-end ChatGPT and Claude acceptance is still pending; no directory approval is claimed. BYOK, managed chat, outbound document email, accounting connections, OCR, certified signatures, team seats and enterprise SSO remain future development. Paid checkout is available in the production app.