Systematic Geeks Done-for-you AI automation Book a call

Everyone tells you to “use a template.”

You have templates.
We make them fill themselves.

The template saves an hour; the other six go into finding the numbers and pasting them in. We build the systems that pull the facts from your CRM, your spreadsheets and your files, draft the document in your template, and hand it to a person to check. The first one is on us.

Book the documents call 45 minutes. No hard sell.

The question brokers ask.

“Can I trust
what it writes?”

You trust it the way you trust a good junior: it drafts, you review. Every figure in the document is traceable to where it came from, every clause is one of yours, and nothing leaves the building without a person reading it.

What changes is that the review takes twenty minutes and the drafting takes none. We built exactly this for a business brokerage, inside a secure portal where every broker sees only their own deals.

Days of drafting
for a document.

  • “An information memorandum takes us three days. Two and a half of them are copy and paste.”
  • “The engagement letter had last client’s name in it. We caught it. Just.”
  • “Our best adviser spends her afternoons formatting.”

The judgement in those documents is worth paying for. The assembly isn’t.

Built for.

Brokers, advisers
and firms.

Business brokers

Information memorandums, teasers and heads of agreement assembled from the deal record and the vendor’s financials, in your house style.

The IM in an afternoon

Advisers and consultants

Engagement letters, statements of advice, scopes and reports drafted from the file notes and the template, ready for review.

Review, don’t write

Firms with a precedent bank

Your clauses, your variations, chosen and filled from the matter details, with the reasoning shown for each choice.

Precedents that pick themselves

Steps to the first draft.

Three steps
from data to document.

  1. 01

    A 45-minute call

    Pick the document that costs the most hours. We trace where every piece of it comes from today. You keep that map either way.

  2. 02

    We wire the sources to the template

    CRM, spreadsheets, prior documents, your template. Built in your tools, with your review step kept in. Most systems are live in 7 to 14 days.

  3. 03

    Drafts appear, you approve

    The next one is waiting when you open the file. We monitor the output and keep it accurate as your templates change.

Stop pasting numbers
into templates.

Bring the document that takes the longest and we’ll scope the system that drafts it, in your tools, live in about two weeks. The first one is free.

Get the first document built A 45-minute call. Leave your card at home.