START HERE: Make It Yours (AI Guide)
Download-first, dead simple. Six steps, about twenty minutes, and every file in the system is branded to your firm and adapted to your deal.
- ✦Three download options up front, plus the deal folder structure to drop everything into.
- ✦Copy-paste prompts that rebrand every document to your firm name, entity, and signature blocks.
- ✦Prompts that adapt the templates to your state and your industry.
- ✦The one that matters: point AI at your actual purchase agreement and it generates that deal's closing checklist plus a list of what the agreement is missing.
- ✦The post-deal prompt that upgrades your templates after every close, so the system gets sharper each time.
- ✦Five hard rules: AI never drafts legal language, no live deal data into public models, verify every legal or tax claim, read before sending, and the checklist isn't the work.
