Internal proving mode ON — documents can be created, reviewed and prepared, but external sending/signature actions stay approval-controlled.

Document Creation

Create, review, approve and manage business documents from one intelligent workspace.

What this service does

Tell Caelomere what you need. It helps structure the document, drafts it, checks it, explains risks and prepares it for approval — without losing human control.

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Documents created
Total documents created through this workspace during the selected period.
Documents created
128
+18 this week
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Awaiting approval
Documents that AI has prepared but a person still needs to review or approve.
Awaiting approval
7
Human review required
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AI review flags
Potential wording, missing information, commercial or compliance issues detected during review.
AI review flags
11
3 priority
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Ready to send
Documents that have completed drafting and approval and are ready for controlled external delivery.
Ready to send
14
Approved

What would you like to create?

Proposal, contract, client letter, onboarding pack, meeting summary, policy, report, invoice support document, business plan, compliance pack or something completely custom.

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Recent activity
Shows what has been created, reviewed or approved so the user can quickly resume work.

Recent activity

Motaryn Dealer Proposal
Proposal · updated today
Approved
Education Pilot Pack
Client pack · yesterday
Review
NHS Assurance Summary
Report · 2 days ago
Draft
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AI quality checks
Before approval, the system checks clarity, missing sections, internal consistency and any configured business rules.

AI quality checks

Missing commercial term
1 proposal has no stated validity period
Fix
Inconsistent company name
2 occurrences detected
Check
Approval language
All current templates contain approval controls
Passed

Create Document

Describe what you need in plain English, then shape it before approval.

How to use this page

Give the system the purpose, audience and key facts. You do not need legal or technical language. Caelomere will structure the first draft and tell you what information is missing.

Before you generate

Purpose
What outcome should this document achieve?
Required
Facts
Give exact facts where accuracy matters.
Important
Audience
Who will read it changes the language and structure.
Guides tone
Human approval
AI drafts; the user owns the final decision.
Always
Document sections
CAELOMERE

Business Proposal

Executive Summary

Your generated document will appear here. Start by telling Caelomere what you need, then select Generate Draft.

Visual Document Builder

Build proposals, contracts and client packs with reusable blocks instead of starting from a blank page.

How this works

Choose a block on the left, add it to the document, then move or remove it. In the live version, these blocks will support real content editing, pricing data, signatures and CRM fields.

Content blocks
CAELOMERE

Business Proposal

Prepared for: Example Client

Executive Summary

This proposal explains the business need, solution, delivery scope and next steps.

Document settings

Smart Interview

For complex documents, Caelomere asks the right questions before drafting.

Why use Smart Interview?

For contracts, policies and transactional documents, a guided questionnaire reduces omissions. The questions can change based on earlier answers so the user only sees what is relevant.

What are you creating?
Who are the parties?
Is there a fixed commercial value?
If “Yes”, the next question becomes mandatory.
What is the value?
Does the document need signatures?
Any special clauses or requirements?

Interview intelligence

Conditional questions
Only show questions relevant to previous answers.
Active
Mandatory facts
Prevent generation when critical facts are missing.
Protected
Conflict checking
Flag inconsistent dates, values or party names.
Review
Human review
Complex legal or financial documents remain approval-controlled.
Required

Templates

Start quickly without losing control of the final wording.

Templates are starting points, not fixed documents

Each template can be adapted to the client, industry and purpose. Caelomere should never silently insert facts that have not been supplied.

Business Proposal

Executive summary, client need, solution, deliverables, commercials and next steps.

Client Onboarding Pack

Welcome, scope, contacts, implementation stages, responsibilities and support.

Meeting Summary

Decisions, actions, responsibilities, deadlines and unresolved points.

Policy / Procedure

Purpose, scope, responsibilities, process, controls and review dates.

Executive Report

Headline findings, evidence, risks, recommendations and decisions required.

Contract Draft

Structured drafting workspace with mandatory human/legal review before use.

AI Review

Understand what is missing, unclear or risky before a document reaches a client.

What AI Review means

This is a second-pass check. It does not certify legality or replace professional advice; it helps the user catch omissions, contradictions and unclear wording.

Review findings

Validity period missing
Commercial proposal does not state how long pricing remains valid.
High
Responsibility unclear
Implementation owner is not named.
Medium
Duplicate wording
Similar paragraph appears in two sections.
Low

Plain-English explanation

The document is structurally strong. Before approval, clarify who owns implementation, add a proposal validity date and remove duplicated language. No unsupported client facts were detected in this demonstration.

Approvals

Human control before documents are shared externally.

Why this screen exists

A document can be generated very quickly, but it should not leave the business until the right person has reviewed and approved it.

DocumentTypePrepared byReviewStatus
Motaryn Dealer ProposalProposalDocument AIPassed with 1 noteAwaiting approval
Education Pilot PackOnboardingDocument AI2 points openNeeds changes
NHS Assurance SummaryReportDocument AIPassedAwaiting approval

Document Library

Find the latest approved version and understand its status.

Version control matters

The library should make it obvious which version is draft, approved, superseded or sent. Users should never need to guess which copy is current.

DocumentClientVersionUpdatedStatus
Motaryn Dealer ProposalNorthside Motorsv1.4TodayApproved
Education Pilot PackYour Total Tutorv2.1YesterdayDraft
NHS Assurance SummaryInternalv0.92 days agoReview

Data & Workflow Automation

Populate documents from business systems instead of retyping information.

What this means

CRM, forms, spreadsheets and Core services can supply approved data fields. Caelomere maps those fields into the right place in the document and records where each value came from.

CRMClient name, contacts, opportunity value, products and commercial data.
FormsTurn questionnaire or onboarding responses into document fields.
Spreadsheet / CSVBulk-generate documents from approved rows of structured data.
Caelomere CorePull approved customer, sales, bookkeeping or workflow data directly.

Field mapping example

CRM.account_name
→ Document: Client Name
CRM.opportunity_value
→ Document: Commercial Value
CRM.primary_contact
→ Document: Client Contact
Sales.next_step
→ Document: Next Steps

Conditional document logic

If contract value exceeds £50,000
Add enhanced approval clause and require Director review.
Rule
If implementation is phased
Show rollout milestones section.
Rule
If no signature required
Hide signature block automatically.
Rule

Reusable Content Library

Keep approved wording, clauses, case studies and commercial blocks ready for reuse.

Why this matters

Instead of rewriting the same wording every time, teams reuse approved content. Changes can be controlled centrally so outdated clauses do not keep appearing in new documents.

About Caelomere

Approved corporate introduction for proposals and client packs.

Approved

Implementation Approach

Standard phased delivery wording with discovery, setup, proving and rollout.

Approved

Human Approval Clause

Explains approval boundaries where AI prepares but people retain authority.

Approved

Confidentiality

Standard confidentiality wording pending legal owner review.

Review

Payment Terms

Standard commercial payment wording with configurable days.

Approved

Case Study Block

Reusable proof section with outcome, evidence and client-approved references.

Template

Signatures

Prepare signature workflows without bypassing approval.

What happens here

After a document is approved, this area prepares who needs to sign, in what order, and what happens after completion. Live e-signature requires a provider connection.

Signature routing

Caelomere signatory
Director approval first
1
Client signatory
Client authorised signatory second
2
Completed copy
Store approved signed version in library
3
Signer authentication
Configure identity verification requirements by document type.
Control

Provider status

No live e-signature provider connected in this demonstration build.

Document Reporting

See output, bottlenecks and quality issues across the service.

Average draft time
3m 42s
Fast
Approval turnaround
6.1h
Main delay
Documents revised
34%
Before approval
Quality flags caught
47
Before external use

7-Day Internal Proving Cycle

Caelomere tests the service on itself before client release.

Purpose of the test week

We deliberately test bad instructions, missing facts, duplicate wording, wrong client names, failed approvals, version confusion and unsafe assumptions.

Day 1 · Creation
Plain-English requests, vague requests, missing facts, long documents
Ready
Day 2 · Templates
Correct structure, wrong template, custom sections, brand consistency
Planned
Day 3 · AI Review
Contradictions, omissions, duplicates, unsupported facts
Planned
Day 4 · Approval control
No-send-before-approval, rejected drafts, reapproval after edits
Planned
Day 5 · Library & versioning
Draft vs approved, superseded versions, search and retrieval
Planned
Day 6 · Failure modes
Bad data, provider failure, missing permissions, incomplete signing flow
Planned
Day 7 · Go / No-Go
Fix issues and record evidence before client release
Gate