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Modules
Service Agreements
Build, send, sign, amend, and bill against the Code-aligned Service Agreement instrument.
Transfer Room
Encrypted two-way document exchange with your client, with a case-folder tree synced to your Drive.
BookingsDrafting
Public booking page, services, availability, calendar integrations, and the lifecycle of a booking.
EventsDrafting
Group sessions, multi-attendee tickets with QR check-in, online and in-person modes.
Personal InvitesDrafting
One-off booking links for a single client, with optional pre-filled service and time.
Q&ADrafting
Shared-session-per-date Q&A blocks with free or paid registration and per-session language.
Written ConsultationsDrafting
Tiered written-advice tickets with a page-count cap, payment, and a structured close.
Single BillsDrafting
Issue a Stripe-collected or offline-paid bill for any work outside a Service Agreement.
Active File ReviewDrafting
Intake-to-receipt workflow for one-off responses (Procedural Fairness Letter, refusal, RAD).
Co-Counselling AgreementsDrafting
Two-RCIC instrument with templates, AI Populate, and a CCA-to-Service-Agreement export bridge.
Intake FormsDrafting
Nine-step bilingual wizard producing a deterministic lead summary with AI document analysis on Premium.
Let's CoordinateDrafting
Two submodules: Let's Meet (group meeting scheduling poll with tentative holds) and Let's Decide (structured survey).
Secure PDF ToolsDrafting
Eleven client-side tools: compress, split, merge, convert, PDF-to-images, OCR, organize, protect, stamp, redact, sign.
FaxDrafting
Outbound and inbound fax through Telnyx Programmable Fax, billed in points.
StoreDrafting
Pay-as-you-go credits and add-ons. Store credit covers in-app purchases (never the SaaS subscription).
AI SupportDrafting
In-dashboard AI Assistant, booking-page AI document summary, paid SA AI Audit, help-center chat.