Intake → generated packet → signed & routed.

One intake structures the data, the engine generates a document-ready packet, e-signature routing runs the approval, and the finished output lands in the right inbox — no manual formatting or chasing. Sanitized example below.

Intake form · structured capture

ClientAcme Holdings LLC (sample)ProjectTenant improvement — 6,800 sfSectorCommercial build-outScopeDemo · framing · MEP · finishes · fixturesAllowance basis$285,000DeliveryDesign-build · 14 weeks

Generated packet · document engine

Project Proposal & Scope of Work

Auto-generated from the intake above — line-item phases, allowances, terms, and acceptance block. No manual formatting.

Open the generated PDF →

Approval & signature routing

Drafted→

Sent for e-signature→

Client signed→

Counter-signed→

Routed to project inbox

Final output state

Executed · stored

Signed packet #NB-2026-0184 archived with audit trail; both parties emailed a copy.

Routed downstream

Project record opened · kickoff task created · billing schedule seeded from the phase table.

This is a sanitized demonstration with entirely fictional data — no real client, account, or workflow is shown. Live client systems are available via private walkthrough.