Fill the sample intake form
Eleven fields for a fictional cleaning contractor taking on a new site.
Demos
One form fills the contract, the job card and the client record
Nothing changes about your paperwork.
Same contract, same letterhead, same clauses, and nobody has to learn a new system. The same name, address, registration number and start date simply get typed once instead of four times. The hours saved are the small part. The clause from the last client that does not survive into this contract is the part that costs real money, about once every few years, and it costs a lot.
Being built
What this one will do
One form, every documentNot built yet
One form, every document does not run on this page yet.
It will take one set of details and populate the contract, the job card and everything else that currently gets retyped.
Two things work today.
- Watch the receipts demo.
Different paperwork, same machinery: documents in, fields read off them, a sheet out, and anything unreadable flagged instead of guessed.
Play the receipts demo - Send us one contract template and a filled-in example.
WhatsApp it to +27 73 932 6852 and we send back what comes out of it, usually the same working day. Your paperwork, not our sample.
Open WhatsApp
Book a live demo
20 minutes, screen share, your own documents. No slides.
01
Send us two of your templates
WhatsApp or email your contract and your job card to +27 73 932 6852 or [email protected]. We build the intake form around them and send back a filled set using a made-up client, the same working day.
Swap the real client name for "Test Client" before you send if the wording is sensitive. It does not change the test.
Or call the same number, four minutes, and tell us how many documents come out of one new client. That number alone usually tells us whether this is worth doing for you.
02
What goes in
One form. Short, in plain language, holding only what genuinely varies between clients. Building that form is half the work and it is where most of the thinking goes.
Your templates. The contract, the job card, the welcome letter, the onboarding checklist, the internal record. Your Word and PDF documents exactly as they are today, including the one with the awkward table on page three.
What we need from you: which fields feed which document, and which clauses switch on and off. Usually a thirty-minute conversation, because you already know all of it, you have just never had to say it out loud.
03
What comes out
| Document | Filled with |
|---|---|
| Contract | Legal entity name, registration number, address, term, rate, and the optional clauses that apply |
| Job card | Site address, access notes, contact on site, scope, start date |
| Client record | Structured fields ready for wherever you keep your customers |
| Welcome letter | Contact name, start date, who to call |
| Internal checklist | Owner and dates per task |
Every document draws from the same single entry, so the registration number on the contract and the one on the record cannot disagree. Consistency is quieter than time saved and matters more.
04
What the example demo will show
This one does not run on the page yet. When it lands, it will go like this.
Run it
Five documents come back populated.
Open the contract
The optional after-hours access clause appeared because you ticked the box. The penalty clause did not, because you did not.
Open the job card
Same address, same contact, phrased for a crew rather than for a lawyer.
Try a bad entry
Leave the registration number blank and the run stops with a clear message instead of producing a contract with a hole in it.
Label on the page: Example demo, sample data.
05
Before and after
Today
Someone opens last month's contract, saves a copy, and hunts through it changing names. A clause from the previous client survives because nobody spotted it. The job card gets typed separately and the address is a unit number out. The crew phones from the wrong gate at seven in the morning.
With this running
One entry, one set of documents, no orphan clauses from the last job, and the crew has the right gate.
The hours matter. The signed contract carrying the wrong client's penalty clause matters more, and that is the one your lawyer bills you for.
06
Running it on your real templates
Two templates by WhatsApp needs nothing from you. The full set runs in a secured session, set up as the demos page describes, and we build the intake form around your real templates live on the call, then fill them with a real example.
Uploads are deleted within seven days.
07
What it costs, including after go-live
Priced per generated document, flat: R24.90 each. No bands, no volume discount. A sign-up producing three documents counts as three. This is generation and signature work. Reading operational paperwork in the thousands is extraction work and we price that as an agent subscription instead.
There is no monthly minimum, so a quiet month costs you almost nothing. A club signing 90 members a month with three documents each is 270 documents, at R24.90 each, which is R6,723.
Putting a standard set of templates in place costs nothing. A complex set, with many optional clauses, more than one signer, or documents that have to file themselves into another system, is quoted before we start, so you see the number first.
After go-live, when your documents change. Wording changes, new optional clauses and the monthly check that the set still generates correctly are covered under the document work itself, at R24.90 a document. Any change bigger than that, a template that needs restructuring or a new document added to the set, is quoted per job before anything starts. You approve the number first, and if the job takes longer than we said, that is ours and not yours.
08
What this demo does not prove
- It does not prove the documents are legally sound. It fills your templates faithfully. If a clause in your contract is a problem today, it will now be a problem faster. Have a lawyer look at the template, not at us.
- It does not put anything into your systems yet. Getting the client record into wherever you keep your customers is connecting work and it depends on what that system allows.
- It does not handle the truly bespoke contract. A document that gets rewritten from scratch every time is not a filling problem, and automating it is the wrong spend.
- It does not remove the read-through. Someone still opens the contract before it goes out, and that person should be paid to think rather than to type.
The numbers, in one place
- R24.90 per generated document, flat, no bands, no monthly minimum.
- Putting a standard set of templates in place costs nothing; a complex set is quoted before we start.
- Wording changes and new clauses are covered under the document work itself; anything bigger is quoted per job before anything starts.
Straight answers
Questions owners ask us
Usually tidied rather than rebuilt. Templates edited by hand for years pick up inconsistent formatting, and sorting that out is part of the setup. You keep the same document, it just stops surprising you.
Yes, and that is where most of the value sits. Optional clauses by contract type, by client size, by payment terms. You define the rules once and they apply the same way every time.
Wherever you want it. A page on your site, an internal link, or a form your salesperson fills on a phone in the client's boardroom. Front-of-house forms are their own piece of work and are often worth doing alongside.
R24.90 per generated document, flat. 270 documents a month, like a club signing 90 members with three documents each, is R6,723. There is no monthly minimum. Putting a standard set of templates in place costs nothing; a complex set is quoted before we start.
Wording changes and new clauses are covered under the document work itself, at R24.90 a document. A bigger change, like restructuring a template or adding a new document to the set, is quoted per job. Every change is quoted and approved by you before anyone touches it.
The next step
WhatsApp two of your templates to +27 73 932 6852 and we will send back a filled set the same working day.
Or email [email protected], or book twenty minutes and we will build the intake form with you live on a screen share.
Or email [email protected]. No slides, and no invoice for the conversation.