Intelligent Forms and Document Automation Using Rules and AI

Select a FREE demo of AI Docs below:

Efficiency for all

Example Use Cases

Agreements

  • Companies generating, electronically signing, and tracking customer-specific agreements
  • Not-for-profits dealing with teacher agreements for after-school programs

Self-Service Applications

  • Contractors and manufacturers allowing “Build Your Own Quote” self-service software
  • Organizations requiring parents to fill out and electronically sign permission forms

Letters & Evaluations

  • Document automation for high schools creating college letters of recommendation
  • Performing and documenting inspections, audits, and evaluations

Social Work Documentation

  • Streamlining of Adult Protective Services (APS) documentation by social workers
  • Document automation of assessment forms used in the social work field

Our Differentiators

Why Customers Choose AI Docs

Setup Services

Software success comes down to 40% applicable features, 40% software implementation, and 20% guidance from the software company. We take the unique approach of setting up your AI Docs implementation and templates for you with your feedback. This allows you to focus on your expertise while we remove the most risky part of any software purchase: the implementation.

automation implementation build template

Unlimited Usage

You decide who your users will be without the influence of restrictive licensing models.  All AI Docs customers get an unlimited user and usage license.  You have the freedom to choose to have a few people creating and sending out AI Docs Documents for others to eSign, 1,000+ users logging in, or an unlimited number of users using AI Docs through our unique Self-Service software functionality.

loop of people

Rules Engine

Rules capture and utilization functionality are competitive advantages of the AI Docs product.  Our Intelligent Forms component can leverage traditional logic or a combination of conventional rules and artificial intelligence (AI).  Rules help guide users through their form field selections and entries in more robust ways than are available with the leading form creation software products.

Automation Implementation: setup

Self-Service

AI Docs Self-Service software functionality is unique to our industry as it allows your customers and partners to configure important documents 24/7 without a login. Users can independently generate and take action (edit, eSign, etc.) on personalized documents. Self-Service replaces back-and-forth emails and manual document preparation with a process that is always available and accurate.

steps in automation implementation

Proven Results

What Our Customers Say

Get Your Time Back

Potential Benefits of AI Docs

Gain Efficiency Through Automation

Save time and improve productivity with document automation by AI Docs.

Reduce Errors

Configure documents based on rules and artificial intelligence, not an error prone "same as except" process.

Free Up Subject Matter Experts

Enable others (field people, customers, etc.) to configure complex documents without any help.

Win More Deals

Companies that can react quickly and accurately to prospects and customers, win more deals.

Electronically Capture Tribal Knowledge

Don't risk losing important company, product, and pricing knowledge when employees leave.

Support Making Work Fun

Manual processes and paperwork can suck the fun out of any organization.

Schedule Your Free Live Demo with Our CEO

Get a personalized 1:1 demo.