Casus, September 2024
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We are all used to sharing and signing contracts and other documents digitally. However, the potential for improvement in preparing documents such as contracts, orders, proposals, policies, NDAs, reports, or job references is vast. We waste too much time finding, duplicating, editing, updating, and reviewing a document we have used before to fit the current case. We copy/paste information about employees from the HRIS, customers from the CRM, internal processes from ERP, and other data sources, making this process inefficient and prone to errors.
Sharing and signing a document is a solved problem. In Switzerland alone, we have Skribble, DeepSign, and many more reliably offering e-signatures. Efficiently creating a document and ensuring its correctness was not until Fabian and Céleste from CASUS were bold enough to tackle this problem.

You should have an automated template whenever you use the same type of document twice.
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Upload the document you'd like to automate and formulate questions to enable everyone in your organization to use it without your help.
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Automating document creation is a familiar idea. We know it from specific use cases, such as generating an employment contract or receiving a policy offer from an insurance company. However, these types of automation solve primarily one workflow. Changes often require a developer to tweak the configuration.
Allowing anyone without coding skills to automate documents, integrate them with various data sources, and pass them on to third-party tools for signature enables a giant leap for CASUS customers.
CASUS achieves this by focussing on three core product pillars:
1 - Intuitive UI