Document automation

Never handle a client questionnaire again.

Your client answers one questionnaire at home, guided question by question. Every document comes back filled and checked, ready for your sign off. The hours you spent re-typing are yours again.

See how it works ▾

You review every document · the lawyer signs off · no per-user subscription

Built for your convenience. On-charged to your clients.

Your firm pays nothing out of pocket. The per-document fee sits on your client's invoice, where the work was done.

How it works.

1

Send one link

Add your client, pick the documents. They get a link and answer at home, guided question by question, saving as they go.

2

The answers come back

Their answers return to you encrypted, so Clearhour can never read them. You review, correct anything, and complete what they left for you.

3

Documents, done

Every document generates filled exactly as issued, checked entry by entry, ready for your review and signature.

Try the demo

We also build custom automations for the admin behind any business. Invoicing is the build that is live and proven, so it is the sample. Each of the others is its own fixed-price build:

Governance, built in

Built to be checked.

Anyone can promise accuracy. We structure for it, so you verify instead of taking our word.

Most automation is sold on speed and stops there. AI can be confidently wrong, and where documents and money are concerned, probably right is not good enough. So you get a way to check the work yourself, not a promise.

You stay in control, by design.

The human steps are deliberate control points, not gaps still waiting to be automated.

1

It does the work, you approve it

It calculates, drafts and assembles. You review and approve every output.

2

You choose how much to review

Once a build has proved itself over real cycles, you can choose to see only what it flags. Your call, reversible any time.

3

Sending and money stay yours

Anything that goes to a client or moves money goes out on your click. That never changes.

Every build ships with its proof.

One page, plain language, yours to keep: the Verification Record.

Verification Recordships with every build
  • Checkable to the cent: a plain-language record you can confirm against your own source.
  • Proven where your data lives: acceptance is demonstrated in your own environment, against your own records.
  • Your controls: what you approve, how to pause it, where every run is logged.
  • What it will never do: send anything or move money without your approval.
  • Re-checked as your firm changes, on request or on a care plan.

“It used to take me two to three hours to turn our timesheets into invoices for all six clients. Now it takes about ten minutes, with no manual calculations and nothing to double-check. A simple, effective tool that just works.”

Director · NZ medical-writing firm

Three steps. No surprises.

1

Free ops audit

A 30-minute call, then a two-page report within three working days: where your hours go, the build with the fastest payback, and a fixed quote. Yours to keep either way.

2

Fixed-price build

One scoped build, one fixed price agreed up front, never hourly. Half to start, half when you have tested it and accepted it.

3

You own it

Built inside your own systems, documented, handed over. An optional monthly retainer covers monitoring and small changes. Yours either way.

This started with my parents' firm.

I'm Dan. Every month I watched my parents turn a stack of timesheets into invoices by hand. Careful work, identical every time, and it swallowed an evening. So I built them a system that does the whole job in one click, and tested it against months of their real invoices until it matched every cent. That is the medical-writing firm quoted above, and they have not typed an invoice since.

Not more software. The software is fine. It is the work between the tools: the re-typing, the formatting, the chasing. That is the work I do now, and every build comes with a measured before and after.

The working rules

  • Fixed price agreed before any work starts. Never hourly.
  • Money-math is plain, checkable code. AI helps build it, it never does the arithmetic.
  • During the build we work from blank templates and sample data. Your real files never reach us.
  • We never hold passwords. Access is yours to grant and revoke.
  • You approve every output. Sending and money-out stay yours, always.

Ready to never handle a client questionnaire again?

Bring the task your team dreads most. We dig into how it works, then send a short report and a fixed quote within three working days. No charge, no obligation.

Book the audit, free

A small number at a time, so every report gets real attention.