Generate documents from firm templates with AI
Generates a document from a template, merging in entity data from the docket.
Trigger: Invoked from the AI assistant chat, a docket action, or any workflow step.
Every step, in plain English
This is the exact flow that runs — no black box. Edit any step after you install it.
- 1Invoke skillTrigger
Triggered from chat, a docket action, or a workflow step — with the entity context attached.
- 2Merge + renderAI
AI fills the template with the right entity data.
- 3Return documentEnd
Produces a finished document ready to send.
Powered by EON nodes
Drawn from the platform’s 196 workflow node types and 72 AI skills — fully editable in the automation builder.
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Questions about this template
Generates a document from a template, merging in entity data from the docket.
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