Generate business-ready documents in minutes with document automation software
Tired of losing valuable hours to manual document work? Templafy’s AI-powered document automation tools help your teams create perfectly on-brand and compliant documents in just a few clicks. The best part? It all happens inside your favorite apps, like Word, PowerPoint, SharePoint, and Teams.
“With Templafy, we’ve found the key to unlock the productivity promise of AI without the risk. It’s simple to manage, easy to use, and helps everyone deliver reliable business content much faster.”
Kaisa Nummela
Portfolio Owner, Digital channels, Tietoevry
There’s a reason Fortune 500 companies and leading law firms build their most critical documents with Templafy
Results that speak for themselves
- BDO Canada saved $1.65 million in one year using Templafy’s document automation.
Read more - IComm cut proposal creation from 4 hours to 20 minutes and boosted win rates by 14%.
Read more - Adobe simplified their deck creation process and saved 72% of the time spent on presentations with Templafy.
Read more
The cost of manual document workflows
Your team’s time is too valuable to waste hours searching for the latest files and brand assets, or messing around with templates, fonts, and formatting. Yet knowledge workers spend 50% of their time on manual document work. Here’s what else suffers when professionals create documents manually.
The hidden costs add up fast:
- Human error: Typos, misinformation, and costly errors slip through
- Security risks: Documents get lost, shared incorrectly, or accessed by unauthorized users
- Wasted time: Hours spent formatting instead of on strategic or billable work
- Version chaos: Using outdated documents creates compliance issues
- Missed deadlines: Approval bottlenecks and slow processes lead to missed deadlines
- Rising costs: Inefficient processes and fixing mistakes significantly increase operational expenses
Why choose Templafy as your document automation solution?
Templafy doesn’t just make document work faster, it makes sure every document carries your brand, drives better outcomes, and stays compliant by design. Here’s how we deliver on what matters most.
Enterprise-grade security and compliance
Meet the highest security standards: ISO27001, SOC 2, SOC3, GDPR, and Microsoft 365 certified. Your data stays encrypted and protected with role-based access and complete audit trails.
Dynamic templates for every workflow
Smart templates that know your brand and compliance rules. They auto-fill content with data from third-party applications, information based on user profiles, so every document is on-brand, compliant, and current.
AI-powered content generation
Enterprise-grade AI creates content that follows your brand guidelines automatically. Built on secure Microsoft Azure OpenAI, so you stay in control while working faster.
Seamless Microsoft 365 integration
Automate documents from inside the apps your team already knows: Word, PowerPoint, SharePoint, Outlook, and more. No more training or onboarding.
Core features of Templafy’s document automation software
Documents carry your reputation and drive revenue. Templafy’s core features cut out time-wasting document work by centralizing control, automating compliance, and accelerating creation.
Automated document creation with rules-based automation and AI
Create documents quickly using guided questions and custom templates. Our rules-based automation pulls the latest data from your systems while AI helps with content generation, ensuring accuracy, compliance, and speed without compromising control.
“Our colleagues are engineers, not Word experts. Templafy removes all the complexity of formatting documents which has resulted in huge gains in productivity.”
Graeme Bland
Head of IT for productivity & project applications, Mott MacDonald
Centralized brand and asset management
Update templates and roll out new assets, including AI prompts, instantly across your entire organization. Real-time updates ensure everyone always uses the latest, approved content. Scalable and secure content management that takes the load off your IT teams.
“If we didn’t have Templafy, there’s no way we could’ve gotten all 8,000 employees to adopt our new templates and showcase our new identity to our clients.”
Sarah Middleton
Marketing Director, ERM
Brand and legal compliance guardrails
Automatically include your visual identity, brand guidelines, legal disclaimers, and metadata in every document. Compliance happens automatically through centralized control, so every document meets your standards regardless of who creates it.
“The biggest change overall since implementing Templafy is an increased feeling of control over the documents and presentations used throughout Ramboll.”
Roos Nederveen
Senior Consultant Corporate Branding, Ramboll
Role-based access control (RBAC) and audit trails
Control user profiles and access levels through a centralized and intuitive admin panel. Decide who sees what content based on department, role, or location. Full audit trails track document history and changes for complete visibility and compliance.
“Templafy ensures our professionals have access to the right content at the right time, so they can spend more time on true business work.”
Petra Cisneros
Mergers & Acquisitions Associate, Aquin
Document automation
Examples of legal documents you can automate with Templafy
- Contracts and agreements
When client details or fee structures change, every contract template across your firm updates automatically. No more hunting down old versions. Templafy pulls current data from your systems and ensures the latest legal clauses are always included. - Engagement letters
Generate personalized letters in minutes, not hours. Whether you’re a solo practitioner or managing 500 lawyers across six offices, everyone gets access to the same up-to-date pricing and regulatory requirements the moment they’re approved. - Proposals and pitch decks
Build compelling presentations that automatically populate with your best case studies and team credentials. When you win a major case or hire a new partner, that success story appears in every relevant proposal template instantly. - Audit reports
Pull live financial data while maintaining strict formatting standards. Your audit templates stay compliant with the latest regulatory requirements, and when standards change in one jurisdiction, the updates roll out to every office simultaneously.
Best document automation software for legal teams and enterprises
For businesses that deal in reputation, speed means nothing if it compromises quality. That’s why brand consistency matters so much: brands that present themselves consistently across platforms are 3 to 4 times more likely to achieve strong visibility. When your documents look different every time they leave your office, you’re losing credibility.
How Templafy addresses the challenges generic tools ignore
| The challenge | How Templafy solves it |
|---|---|
| Legal compliance requirements | Automated compliance guardrails ensure required disclaimers and legal terms are included Audit trails track every document change for regulatory requirements Enterprise-grade security with SOC 2, SOC 3 and ISO 27001 certifications |
| Global scale and consistency | Cloud-based platform provides access to documents and templates anywhere, anytime Centralized content library for instant access to on-brand content Role-based access control distributes content to specific teams or individuals |
| Business impact beyond speed | Dynamic document creation using gated questions and user profile information AI Assistant generates text, corrects errors, and ensures brand consistency Rules-based automation blended with enterprise-grade GenAI for speed and accuracy |
Introducing document agents by Templafy
You already know Templafy streamlines document creation with smart templates and brand control. Now, document agents will simplify document automation directly inside Microsoft 365.
Instead of selecting templates and filling in fields, you simply share your intent with the conversational UI. Ask for what you need, like “Create a client proposal for our Q3 services”—and watch a fully branded, compliant draft appear in seconds.
It’s the same enterprise-grade security and compliance you trust—now through a natural language experience that feels as easy as messaging a colleague. And for organizations, it means faster adoption and less effort to implement document automation at scale.
Never start from scratch again with document automation software
Ready to move faster, stay compliant, and deliver better documents?
When your document automation software knows your brand, compliance requirements, and business context, every document reinforces your professional reputation. Book a demo to see how Templafy transforms document creation for law firms and professional services teams who can’t afford to compromise on quality.