Fill every form. Check every one. Automatically.
Connect any database, CRM or platform with an API. We auto‑fill your forms from your records, and check completed forms, scanned or digital, against your rules to catch what's wrong before it's sent.
Read once. Fill everything, checked before it's sent.
OCR reads the document, every field is auto‑filled from one entry, and the whole form is validated before it goes out. No re‑keying, no transcription slips.
Filling the same forms by hand, then checking them by hand too?
The same details get re‑keyed across a dozen forms, and every completed one has to be checked for blanks and mistakes. We do both: pull from your systems to fill them, then validate every one against your rules.
- The same details re‑keyed onto every form and pack
- Each completed form checked for blanks and errors by eye
- Mistakes caught late, after it's already gone out
- Pulled straight from any system you connect
- One entry auto‑fills every downstream form
- Every completed form checked against your rules
What you actually get.
We turn your stacks of forms and PDFs into structured data, read with OCR, used to auto‑fill every downstream form, and checked for errors before anything is submitted.
Connects to any system
Any database, CRM or platform with an API. We read from your records to fill forms, then write the results back.
Reads any document
Scanned forms, PDFs, IDs and applications. OCR pulls the fields out cleanly, with no manual data entry.
Auto‑fills every form
Enter a person's details once; every downstream form, pack and application is populated for you.
Checks completed forms
Filled in by you or someone else? We validate it against your criteria (blanks, mismatches, compliance) and flag what's wrong before it's sent.
From your pipeline to live, fast.
A straight line, with clear pricing and working software early. You always know what's happening and what it costs.
We map your forms & systems
We take the forms you fill and the databases or platforms they pull from, and map every field and rule that repeats.
We build the pipeline
Integrations, OCR, auto‑fill and rule‑based checking, wired into the tools you already use.
Go live & tune
We roll it out, then tune the extraction, the fills and the checks against your real documents.
Apex Lending Specialists were re‑typing a separate lender pack for every lender on every mortgage application, hours a day, then manually checking each one was filled out correctly before it went out. Fulcrum now fills the packs from a single entry and checks them against each lender's requirements automatically, so the team spends its days on clients instead of contracts.
"Fulcrum helped us focus more on leads and less on repetitive contracts and paperwork."
Questions, answered.
Yes, if it has an API or an export, we can read from and write to it: your CRM, database, spreadsheets or line‑of‑business platform. Data flows in to fill forms and back out automatically.
Absolutely. Point it at completed forms, scanned or digital, and it validates each one against your criteria: missing fields, mismatches, signatures, totals and compliance rules. It flags anything that needs a human.
Scanned forms, PDFs, photos of IDs, applications, agreements, most structured and semi‑structured documents. We tune the extraction and the checks to your specific paperwork.
Yes. It runs on your data under your rules, with sensitive fields handled securely, and nothing is used to train public models.
Serious software, built for a
small‑business budget.
Clear pricing, upfront
You'll know the number before we write a line of code.
Start small
Fix one thing first. Watch it pay for itself. Then do the next.
You own it
The software and the code are yours, no per‑seat fees forever.
If it saves you ten hours a week, it pays for itself in a month, without breaking the bank.
Want to see forms & document ai working in your business?
A free, no‑pressure 30 minutes. We'll show you exactly what we'd build and what it'd cost.