Create dynamic and data-driven financial product documents using Smart Fields within a Prospect Module.

Enhance contact management by adding customizable Smart Fields and organizing them into groups.

Smart Fields inside the Procedures are dynamic data hubs that populate documents, streamline workflows, and enhance information management.

Procedure Templates empower teams to create standardized and efficient document workflows.

Document templates are pre-formatted documents you can use as a starting point to save time and ensure consistency when creating similar documents.

Semantic AI and Finding Understanding

Smart Fields are dynamic placeholders in contractuo that can be populated with user input or conditional references, creating adaptable documents.