Paperwork automation

Draft paperwork from what's already in your inbox.

Real estate offices run on paperwork, and the facts for it are already sitting in email threads, meeting notes, text messages and chats. Paperwork automation reads those sources and drafts the paperwork, ready for a person to review, correct and approve.

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Four conversations, one draftSample data
EmailBuyer's agent
Offer from Jordan Sample at $485,000, closing Oct 30.
TextSeller
Can we close Nov 14 instead? And the fridge stays.
CallLender, transcript
They're fully pre-approved. Earnest money is $10,000.
Video chatBuyers, transcript
We'd like ten days for inspection, and the roof looked at.
Your template: Transaction summary1420 Sample St
BuyerJordan Sample
Price$485,000
ClosingOct 30Nov 14Pick one
IncludedRefrigerator
FinancingPre-approved
Earnest money$10,000
Inspection10 days; roof check
Title companyMissing. Nobody named one.
Approve draftApproved by you
What it does

Four steps, every time

01

Gathers

From the sources your office already uses: email, meeting notes and recordings, chats and messages.

02

Organizes

By client, property or transaction, so nothing lives only in someone's inbox.

03

Drafts

The paperwork, in your office's own templates and voice.

04

Flags

Anything missing or unclear, instead of guessing.

Example workflows

Paperwork it can draft

Examples for real estate offices. Each one is set up around your own templates and wording.

Offer and counteroffer emailsA one-page transaction summary: parties, price, terms, contingencies and deadlines.
Contract emailsA deadline checklist of dates and tasks for the transaction.
Meeting or showing notesA client follow-up email draft and a note for the client's record.
A listing intake call or emailA prep sheet for the listing paperwork and a first draft of the description.
Client texts and chatsCollected into their file, with open questions pulled out.
See sample drafts
Watch

From inbox to draft

To confirm: Draft video: Taylor's footage and voice-over are added after recording

Setup

How a workflow is set up

Training is part of setup: your team learns to review drafts quickly and safely.

01

Map it

Which paperwork, which sources, who reviews it.

02

Template it

Your office's own forms and wording.

03

Pilot it

Run it on real work, every draft reviewed, and tune it.

04

Go live

Your team uses it day to day; it's monitored and adjusted monthly.

Platform

Works where your office already works

Built around Microsoft 365: Outlook, Teams and OneDrive. The templates, rules and review steps don't depend on one AI, so your office can use Microsoft Copilot or Claude.

What it won't do
  • Send, sign or file anything on its own. A person approves every draft.
  • Replace your judgment on official forms and contracts. Those stay your responsibility.
  • Guess. When something is missing or unclear, it flags it.
Your clients' information

How your data is handled

This work handles your clients' personal information, so the rules are written down before anything is set up.

To confirm: settle the data agreement and insurance before launch

  • Business-tier AI accounts that don't train on your data.
  • Processing inside your own Microsoft 365 wherever possible.
  • Your work and data kept separate from every other client's.
  • A written data agreement: what's read, where it goes, how long it's kept.
  • A person reviews every draft before it's used.

Let's look at your paperwork.

A short call about what your office drafts by hand today, and whether a workflow or a new website fits.

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