Upload a PDF or define a form. The platform suggests how every field maps to your case data. You confirm. From then on, the same form captures intake, fills generated documents, and pushes to systems of record. One mapping engine, three jobs.
Upload a form and the platform reads its fields and proposes which case-data path each one maps to (case.applicant.full_name, case.policy.coverage_amount, …). Suggestions are staged for your review. The AI never writes a mapping directly. You confirm, adjust, and save.
Every case keeps its structured data in one place, addressed by a stable path. Map a field once and the value captured at step 1 shows up correctly at step 12, across forms, agents, documents, and views.
They all read and write the same canonical store. No shadow copies to drift apart.
The mapping is bidirectional. Field mapping is one engine; PDF fill and API push are output modes of it, not three separate integrations to maintain.
A schema browser and editor for the workspace's data model (the entities and fields every case, form, agent, and document reads and writes), visible and editable without a migration or a developer.
New forms come on board through an eight-step wizard: upload a PDF, get AI-suggested field mappings, confirm them, and bind the form into a process. A paper form becomes a running step without hand-wiring.
Bring a PDF you fill by hand today. We'll map it, capture a case through it, and generate the filled document back out, one engine, start to finish.