Automated Document Preparation
Checkmait sets up AI that prepares your documents from your own company data: contracts, agreements and the customized documents your business produces again and again, ready for a person to review and send.
A detailed document that used to mean an afternoon of copying details from one place to another comes down to a short questionnaire your team fills in.
When Skilled People Spend the Day Rewriting
The most experienced people in a business often spend their day on the same document. They open the last one, change the names and the numbers, hunt for the details that go in the blanks and check that nothing from the previous client was left in.
None of it needs their judgment. All of it takes their time, and the one time a detail is missed, it costs more than the afternoon saved.
What Changes for Your Team
With automated document preparation:
- A contract, agreement or customized document is drafted from the records you already keep, not retyped from the last one
- A complex document comes down to a short questionnaire that asks only for what the system does not already know
- Details from a recorded call, such as what was agreed and with whom, flow into the document's data
- Missing details are flagged before the document goes out, not after
- The person who used to write it now reviews it, signs off and sends it
How It Works
The AI draws on your company data: the client record in the CRM, the project in your work management platform, the files that belong to them. It prepares the document from those facts, so it works from the same information your team does.
Where a document needs input nobody has entered yet, a short questionnaire collects it. Where it needs a decision, the draft waits for a person.
AI can assist with drafting the contract. Your team still reviews it and sends it.
Where Your People Stay in Charge
Every document that leaves the business is reviewed by a person. The AI prepares; your people approve, and they stay responsible for what goes out under your name.
That is where the time goes now: on the judgment in the document, not on the typing around it.
After launch, you choose how much help you want from us: we can manage the automations for you, share the work with your team, or train your people to run them themselves.