Document automation that drafts your paperwork in one click
Your templates, filled from your own records.
Prefer to talk it through? Book a call
DemandLabs
CosmeticComplyEventAnalytics
From a pile of forms to one click
Most of the information in your paperwork is already in your records. Templates are connected to that data, so a complete first draft appears with one click.
- Certificates, contracts and forms
- Laid out the way you like
- Ready for review in seconds
Talk it through with the people who would build it
A free call with the FirmAdapt team. Bring your questions and the tools you use today.
- Client
- Riverside Flats
- Site
- 14 Mill Lane
- Visits
- Monthly
| Monthly inspection | $120.00 |
| Treatment as required | Included |
| Total | $120.00 / month |
Filled from your client and job data
Names, addresses, dates and job details come straight from your records, so nobody retypes them.
- No copy and paste between systems
- The same data in every document
- Your wording and layout kept
Sent for e-signature
You review the draft and send it for signature in the same step. Signed copies file themselves against the client.
- Signature requests sent from the draft
- Reminders until it's signed
- Signed copy saved to the record
Visit notes draftednow
Mrs Doyle, 10:30 visitCare plan updated2m
Ready for reviewCertificate issued1h
Job #4471Drafted while the job is still fresh
Documents can be created the moment a job closes or a visit ends, while the details are fresh.
- Certificates issued at job close
- Visit notes drafted on the spot
- Fewer evenings spent on admin
What it looks like in your business
A sign-off certificate as soon as the job closes
The certificate is drafted from the job record and sent to the client.
How we set up your document automation
Show us how it works today
On a call, we look at the documents you produce, your templates and where the data lives.
We connect your templates to your data
Each template is linked to your client and job records, with your layout kept as it is.
Certificate drafted16:05
Job #4471Agreement signed11:20
Riverside FlatsReminder sent9:00
1 unsigned contractDrafts appear, you review and send
Documents are drafted when they're needed and signed copies file themselves.
Questions & answers
Is there a way to auto-fill contracts from client info?
Yes. Your templates are connected to your client and job records, so names, addresses and job details fill in automatically.
Can certificates be generated automatically after each job?
Yes. A certificate can be drafted the moment a job is marked closed, ready for a quick check and sending.
Will it keep our formatting?
Your own templates and layout are used, so documents look the way they do now, without the retyping.
Does it handle e-signatures?
Drafts can go out for signature in the same step, with reminders until they're signed and the signed copy saved to the record.
What kinds of documents does it work for?
Certificates, contracts, care plans, repair orders, compliance forms and most documents built from information you already hold.
See how one-click paperwork would work for your business
Tell us where to send it and we'll record a short video demo for your business.