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Blue Curved Tubes

Transform Your Critical Business Documents Into Custom Expert Systems

Document Agility's Blueprint Process: From Your Anchor Document to Working Prototype in 30 Days

For mid-market companies processing high-value, document-intensive workflows—get a technical blueprint and functional prototype of your custom Expert System. Zero cost. Zero commitment.

About

The Blueprint Process

You're One Document Away from Automation

Your company has that one critical document—the contract, onboarding form, compliance package, or assessment that drives your business but consumes endless hours. That's your anchor document.

1

Submit Your Anchor Document (Today)

Upload the single most important repeatable document in your business:

​

• Complex contracts with conditional clauses
• Multi-step onboarding packages
• Regulatory compliance forms
• Client assessment reports
• Any document that's eating 10+ hours per week

What happens next:

 

Within 30 minutes, you receive a complete technical blueprint.

2

Review Your Custom Blueprint

Your blueprint includes:

Complete Expert System Architecture

Every variable field, conditional logic path, and business rule mapped

ROI Analysis

Exact time savings projections (typical: 70-95% reduction)

Technical Specifications

Everything your team needs to evaluate the solution

Implementation Roadmap

Clear path from blueprint to deployment

This is yours to keep.

 

Share with stakeholders. Review your anchor document's automation potential. No pressure. No commitment.

3

Activate Your 30-Day Prototype (When You're Ready)

When you're ready to see it in action, we build a working prototype of your Expert System:

​

  • Intelligent interview interface guided by your business logic

  • Automated document generation with perfect formatting

  • Conditional workflows that adapt to user responses

  • Real-time testing with your actual use cases

30-day trial period.

​

Your team uses it. Tests it. Proves the ROI. Then you decide.

Why the Anchor Document Approach Works

Most document automation fails because vendors start with generic templates. We start with your document—the one that matters most to your business.

The result: An Expert System designed around your exact workflow, not a one-size-fits-all tool you have to adapt to.

What Makes This Different

Traditional Document Automation

Start with their templates

Customize to fit your needs

Weeks of implementation

Hope it works

Document Agility Blueprint

Start with YOUR anchor document

Custom Expert System designed for you

See the complete plan in 5 days

Test a working prototype for 30 days

Zero risk before commitment

Who This Is For

Professional Services
Client onboarding, engagement letters, compliance documentation
Financial Services
Loan applications, underwriting packages, regulatory filings
Healthcare
Patient intake, treatment plans, insurance documentation
Technology/SaaS
Customer contracts, implementation agreements, SOWs

If your team spends 10+ hours per week on a single repeatable document, Blueprint is for you.

Product

Your Blueprint Includes

Professional Services
Client onboarding, engagement letters, compliance documentation
Financial Services
Loan applications, underwriting packages, regulatory filings
Healthcare
Patient intake, treatment plans, insurance documentation
Technology/SaaS
Customer contracts, implementation agreements, SOWs

Get Your Blueprint

Ready to transform your most critical document into an Expert System?

1
Submit your anchor document below
2
Receive your Blueprint in 30 minutes
3
Review with your team (no commitment)
4
Activate your 30-day prototype when ready

Accepted formats: Word (.docx), PDF
 

Security: 256-bit encryption • SOC 2 Type II compliant

 

Privacy: Your documents are analyzed and deleted. We never store or share your data.
 

Questions? Email us or schedule a 15-minute call to discuss your anchor document and its automation potential.
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