Solution introduction
Planbot is your firm’s templates — rebuilt with AI
We convert your existing forms and templates into AI-powered versions that can be completed in minutes, edited with full control, and exported in your preferred format
What planbot does
AI versions of your templates and forms. Planbot isn’t a generic document generator. It’s a platform that makes your firm’s templates faster to
complete—while keeping the structure and standards you already rely on.
Built for paraplanners
Designed for speed, accuracy, and consistency. Paraplanners shouldn’t spend hours rebuilding documents that follow the same structure every time. Planbot reduces repetitive drafting and formatting so your team can focus on review, quality, and delivery.
Inputs
Populate templates however you work
- Upload: CSV / Excel / Word / PDF
- Dictate: transcribe meeting notes quickly
- Type: give Planbot commands via the bot
Control
Template editing that keeps you in charge. With Super User access, your firm can:
- Edit wording and structure
- Adjust styling and formatting
- Add, remove, and reorder sections
- Adjust tone of voice
- Create tables with calculations within
- Create new templates in your library
Exporting
Export-ready outputs. Export documents to:
- DOCX
With formatting that can match your firm’s template style closely.
