Document Automation can implement a successful automation strategy at your company, and we can do it faster, better, and cheaper.

We use JotForm, a secure online form software. We will convert your documents into intelligent online forms. Our goal is to communicate the capabilities of JotForm to you, identify your automation goals, develop a system around your goals, properly train your end-users to maximize your system's potential, and develop an ongoing relationship to support the systems we develop. The development of the document automation system can be broken down into the following steps:


We will review your documents to identify variables and group sections in an easy-to-understand flow.


We will draft plain language questionnaires with smart fields to maximize your productivity.


We will convert your questionnaire into an intelligent template using your logic.


We will work with you to make the automated document accessible through a secure and responsive cloud-based portal. If necessary, we will work with you to integrate it with any document management system, time and billing software, or database program that you require.


We will work with your team to ensure that they have the proper knowledge to generate documents, access analytics, and make changes when needed.


We will maintain the system for you on an as-needed basis. We can make revisions to the documents or add documents to the template set as your needs change.

JotForm Solution Partner

JotForm is a full-featured online form software that makes it easy to create robust forms and collect important data on any device. We have yet to work on a project where JotForm was not the easiest, most affordable, and the most user-friendly solution. We are a proud JotForm Solution Partners. We will help you explore all its features such as the Smart PDF Editor, Mobile Forms, Report Builder, Encrypted Submissions among many others. We may earn a commission at no extra cost to you if the affiliate link is utilized to make a purchase.

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