DocumentBlueprint
Deterministic extraction · full provenance

Read it once.
Reuse it everywhere.

Document Blueprint reads a value off the page against your template, locks it to a typed field with its source, then reuses that one verified value across every form, case, and view. Auditable, not a guess.

See how it works
read once · bound to the record · reused everywherereused in places
Incoming order page 2
ADDRRiverside Plaza
DUEMar 14, 2026
SUM$248,500
Case · Riverside Plaza
Project address
Riverside Plaza
Due date
Mar 14, 2026
Amount
$248,500
Stamped PDF
Form field
Table row
Map · by location
Calendar · by date
the reading line lifts each value into the record · hover any destination to trace it back to source
See it work
Purchase Order
Amount$248,500
Address144 Canal St
Due DateMar 14, 2026
Case · Acme Co.
Amount$248,500
Address144 Canal St
Due DateMar 14, 2026
Purchase AgreementGenerated
VendorHarbor Supply Co.Company profile
Date SignedFeb 24, 2026Today
Address144 Canal StFrom case data
Amount$248,500From case data
Due in 18 days
purchase_agreement_acme_co.pdfAgreement

Read it once. Reuse it everywhere.

Purchase Order
Amount$248,500
Address144 Canal St
Due DateMar 14, 2026
Case · Acme Co.
Amount$248,500
Address144 Canal St
Due DateMar 14, 2026
Purchase AgreementGenerated
VendorHarbor Supply Co.Company profile
Date SignedFeb 24, 2026Today
Address144 Canal StFrom case data
Amount$248,500From case data
Due in 18 days
purchase_agreement_acme_co.pdfAgreement
Case File
Acme Co.144 Canal St
2DocumentsFeb 24Last activity
Amount$248,500
Address144 Canal St
Due DateMar 14, 2026
VendorHarbor Supply Co.
Date SignedFeb 24, 2026
Days Until Due18
purchase_agreement_acme_co.pdfAgreement

One case. Every view.

Everything it handles

One tool for the paperwork that runs your business.

Gmail ingest
Drive ingest
Auto-categorize
Extraction
Autofill PDFs
Fillable forms
Government forms
Multi-doc packets
Case records
Map view
Calendar
Analytics
Route planner
Gmail drafts
Client portal
Intake forms
AI assistant
Batch autofill
Why teams pick it

Where it earns its keep.

The parts that hold up when the real work gets messy.

A document with its fields traced by lines into named schema slots

Extraction you can audit, not a bot you hope is right

It reads only the fields you defined, and every value traces back to its source.

Transform data, don't just copy it

A due date becomes days remaining, line items become a total. Math, not copy-paste.

Lands right even when the document shifts

Coordinate-exact on strict government forms, or re-anchored by sight when the content shifts.

Automations that sort the inbox for you

Watch Gmail or a Drive folder. Matching documents categorize and route to the right case.

A full history on every case

Every extraction, edit, note, and file, with who did it and when. Nothing off the record.

A plain-English instruction note shaping how a value is extracted

Handle the weird one-off in plain English

Add an instruction like "take the second total" and the next run follows it.

It composes the send. You stay the sender.

One click builds the document package and a pre-filled Gmail draft. You click Send.

How it works

You forward it. It takes over.

sorts
No upload · Intake

A document arrives

The app recognizes it and files it to the right case.

reads
Template · Extraction

Template guides AI

It reads only what you marked. Same document, same answers.

Casefeeds
Case · Reuse

It flows everywhere

Every value saves to the case. The next document fills itself.

Read the docs
Pricing

Simple, transparent pricing

Start free, go Pro for the full dashboard, or Scale for high-volume teams. The essentials are below; compare every feature on the pricing page.

4 plans

Free

$0/forever

Try it out with basic autofill: 3 templates, light AI budget.

  • 3 templates
  • 500K AI tokens / month
  • 500 MB storage
  • 14-day trial on any paid plan

Lite

$19/per month

Solo workhorse: 15 templates, 2.5M AI tokens a month, room to run.

  • 15 templates
  • 2.5M AI tokens / month
  • Up to 75 autofills a day
  • 5 GB storage
Most Popular

Pro

$99/per month

Full platform: dashboard, cases, ingestion, Gmail/Drive, 2 seats.

  • Unlimited templates
  • Dashboard, cases & ingestion
  • 8M AI tokens / month
  • 2 seats + unlimited portal users

Scale

$299/per month

High-volume teams: advanced ingestion rules, 10 seats, priority support and SLA.

  • 15M AI tokens / month
  • Advanced ingestion rules
  • 10 seats
  • Priority support + SLA
Compare all plans and features

Ready to clear the backlog?

Start free with the template tool. Add the workspace when you're ready.

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