FormSense
Any PDF, completed from your records
Lender decisions, settlement forms and agreements arrive as PDFs that were never built to be filled in by anyone else. FormSense reads each one, finds what needs completing and fills it from your data, so your team checks the result instead of typing it
What you can do
Other people’s forms, filled in from your data
Documents you don’t control are read, completed from the record and filed back, with a person checking the result rather than retyping it
Read and filled in for you
A workflow drops the document into the FormSense queue the moment it arrives. AI reads it, finds every place that needs completing and fills each one with the right value from the record and its related records, even on a PDF that can’t be edited.
Check it, don’t rebuild it
Review on one screen: the document on the left, the fields on the right, each colour-matched to its box. Move or resize a box, change which field it pulls from, set the font, layout or date format, and add a field the AI missed.
Signatures on documents that weren’t built for them
Place a client’s signature and the date they signed straight onto a third party’s document. Choose whether it needs a signature certificate, and whether the client gets a copy.
Generated and filed in one click
Generate the finished PDF and it’s saved as evidence against the record, with the document details already filled in, ready for the next step in the workflow.
How it works
Three steps from PDF to filed evidence
1
Drop it in the queue
A workflow sends each document to FormSense the moment it arrives, matched to the record it belongs to.
2
Check the filled-in fields
AI places every value from the record and its related records. You review them side by side and adjust any box.
3
Generate and file
One click produces the finished PDF, with signatures and dates in place, saved as evidence against the record.
What makes it different
FormSense works on documents you don’t control. Other people’s PDFs are completed from your own records, so nobody rebuilds a form or retypes a value, and every finished copy is filed as evidence.
Stronger together
Works With
e-Signature
Send, sign and file back to the case. Without leaving the platform.
Explore further
See FormSense on your kind of work
Bring a process you wish worked better. We will show you how it would be modelled, automated and reported on in Volume, with your objects and your language
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