Pre-Fill.ai turns a one-line instruction into a ready-to-send signing envelope, locating the right form, checking it can be signed electronically, and filling it from your client data, with you approving every send.
The problem
What it does
Natural-language start
'Send David a Macquarie BDBN': the assistant interprets it and takes the work from there.
Verified sourcing
Finds the current form from trusted sources and confirms against the provider's own policy that e-signature is accepted for it.
Human-in-the-loop send
Pre-fills from the CRM and prepares the signing envelope for your final review. Nothing sends without an approval.
Recently shipped
- Plain-English request through to a prepared signing envelope, end to end.
- Pre-fills text, tick-box, dropdown and beneficiary fields.
- No client data ever goes into a web search, enforced on the server.
- Final step before production: live e-signature provider keys.