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Use Cases

Real Teams. Real Workflows. See How CloudDoc.ai Powers Document Automation Across Industries.

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Use Case 1

Streamlining Immigration Firm Document Prep

Automated templates and e-signatures reduce legal document prep by over 60%.

  • Auto-generates USCIS filings, client agreements, and intake forms
  • Dynamic templates adjust by case type
  • Built-in e-signature flows reduce turnaround time
  • Ensures audit-ready compliance for legal records
  • Organized client folders linked to each matter
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Use Case 2

Auto-Generating Proposals in One Click

Sales teams save hours by generating branded proposals directly from CRM.

  • Templates pull real-time opportunity data
  • Adjusts sections based on deal size or service
  • Proposals sent via secure links or attached to emails
  • Branded templates keep messaging consistent
  • Seamless e-signature for rapid client approval
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Use Case 3

Automating Employee Document Signing

HR teams streamline onboarding with smart templates and tracked signatures.

  • Automatically generates offer letters and NDAs
  • Templates adjust based on department/role
  • Mobile-friendly signature experience
  • Signed documents auto-stored in employee record
  • Tracks signature status and timelines
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Use Case 4

Secure Document Exchange with Policyholders

Insurance teams replace attachments with trackable, secure document links.

  • Share policies and forms with one-click secure links
  • No login needed for clients
  • Access controls and expiration settings
  • View/download tracking for compliance
  • Documents automatically linked to client records
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Use Case 5

Reducing Approval Time for Vendor Contracts

Consulting firm cuts contract turnaround from days to minutes.

  • Auto-generates vendor contracts from templates
  • Multi-step approval routing within Salesforce
  • Built-in signature workflow
  • Tracks contract versions and changes
  • Stores final contract securely, tied to vendor record
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Use Case 6

Organizing Large File Sets by Project

Project teams upload and tag large files effortlessly using OCR and smart folders.

  • Bulk uploads with automatic OCR tagging
  • Auto-foldering by project, phase, or client
  • Version control to track changes in large files
  • Ideal for architecture, design, or construction firms
  • Works with large drawings, PDFs, and plans
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