Playbooks / Document Management
Document Management — 11 workflows.
The firm's filing clerk, editor, and librarian. Documents are created from templates, named consistently, filed once, summarized on demand, and never lost.
What ships
- 11 workflows, installed at setup.
- 3 categories, each with its own operating rules.
- Approval gates on anything client-facing or money-touching.
See it run in the live demo.
Document Creation
Proposals + Quotes
Drafts proposals from the scope conversation: objectives, deliverables, timeline, pricing options, assumptions. Two options where it helps the client decide.
See the workflow →Reports + Summaries
Turns raw notes, data, or threads into clean reports: executive summary first, detail after, next steps at the end. Match the owner's format preferences.
See the workflow →SOP + Playbook Writing
Converts 'how the owner does it' into numbered SOPs a new hire could follow. Captures the why behind steps, not just the steps.
See the workflow →Meeting Notes to Minutes
From raw meeting notes: decisions, owners, deadlines, and open questions. Circulate a draft within the day.
See the workflow →Organization + Filing
Naming + Filing System
Design and enforce the document naming convention and folder structure. Rename and refile existing documents on instruction; report what moved.
See the workflow →Version Control
Tracks drafts vs final: v1, v2, FINAL with dates. When two versions float around, reconcile and flag the differences.
See the workflow →Template Library
Maintains the master template library: proposals, letters, checklists, reports. When a document gets customized three times, promote it to a template.
See the workflow →Reading + Extraction
Document Summaries
Summarizes any document to the length needed: one-paragraph brief, one-page exec summary, or full outline with quotes. Flags action items and deadlines found inside.
See the workflow →Data Extraction
Pulls structured data from PDFs, forms, and tables into clean rows: invoices to ledger lines, applications to CRM fields, contracts to key terms. Shows the source snippet for each extracted value.
See the workflow →Contract Flag Review
Reads contracts and flag: unusual terms, missing protections, deadlines, renewal traps, and anything that deviates from the norm. This is a flagging aid only, never legal advice; licensed review stays with counsel.
See the workflow →Due Diligence Assembly
Organizes diligence material into a checklist-indexed binder: what exists, what is missing, what looks stale. Flags gaps with an owner for fixing.
See the workflow →Want this track running, not just listed?
Every workflow here is already installed in the Document Management agent. Walk the live box and put one of them to work.