From prompt to client request in seconds
Describe what you need to collect, or drop in the docs you already use. The docked AI Assistant drafts a structured checklist — and fillable forms — you can edit and send.Identity2 items
Income2 items
Forms1 item
How the AI Assistant works
Three steps from a blank slate to a request clients actually finish.
Describe it in plain language
“New client onboarding for a tax engagement” becomes a structured checklist with the right sections and items.
Drop in the docs you already have
Attach an engagement letter or checklist as context. The Assistant reads them and turns your real process into checklist items.
Fillable forms, attached automatically
Upload a W-9 and it becomes a fillable form on the right item — mapped for you, ready for clients to complete online.
Built for how professionals actually work
Stop rebuilding the same intake from scratch every matter
Plain-language prompts
Type what you need to collect. No templates to hunt for — the Assistant drafts the request structure.
Attachments as context
Drop PDFs, Word docs, or spreadsheets. They become checklist items and form fields, not dead files.
Edit before you send
Tweak sections and items in one click, then share a branded link clients finish on any device.
- Available when you create a request — no separate tool to learn.
- Works with checklists, fillable forms, and multi-file intake.
- You stay in control: edit every item before clients see it.
“This is HUGE! I uploaded a PDF and it instantly turned into a clean, structured checklist. Exactly what I needed!”— Julia Kennedy, ParalegalBrowse customer stories →
Build your next request with AI
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