Frequently Asked Questions

What is an anchor document?

Your anchor document is the single most critical, repeatable document that drives your most important business process. Examples include client onboarding applications, treatment authorization forms, SOW templates, or loan origination documents.

How does the Blueprint Process work?

You submit your anchor document (PDF, Word, or filled example). Within 30 minutes, our AI analyzes it and delivers a comprehensive technical blueprint showing exactly how it can become an expert system—including data model, business logic, validation rules, and integration requirements.

What happens after I receive the blueprint?

Review the blueprint with your team. If you approve it, we build a working prototype based on those specifications. You then test the prototype for 30 days with real users and data before making any commitment.

Is there any cost for the blueprint?

No. The blueprint is completely free with zero commitment. We want you to see the full potential before making any decisions.

What's the difference between Phase 1 and Phase 2?

Phase 1 (Blueprint): You receive a technical specification showing what's possible. This takes 30 minutes.

Phase 2 (Prototype): We build a working expert system based on your approved blueprint. You test it for 30 days before deciding to proceed.

Who is Docrates designed for?

Mid-market companies ($75M-$350M revenue) with document-intensive processes in industries like financial services, healthcare, professional services, and technology. Organizations that need enterprise capabilities without enterprise complexity.

What's an expert system?

An expert system is an intelligent application that captures expertise and guides users through complex processes. Unlike simple form automation, expert systems understand context, apply business logic, validate data in real-time, and adapt to different scenarios.

When will the self-service platform be available?

The Docrates self-service platform launches in Q3 2025 with tiered pricing starting at $199/month. Until then, we're offering concierge service where we handle the blueprint and prototype creation for you.

How is Docrates different from document automation tools?

Most document automation tools focus on template filling and workflow. Docrates builds expert systems that embody your business logic, not just your documents. We start with your anchor document and create an intelligent system that guides users, validates data, and automates decisions.

What format should my anchor document be?

PDF, Word (.docx), or a filled example of the document. We can work with any format as long as we can see the structure, fields, and the process it supports.

What if I have multiple important documents?

Start with your most critical one—your true anchor document. Once that expert system is built and proven, we can expand to other documents that connect to it.