Tested processes for protecting your contract and client data.
Document Automation
Contract drafts without copy and paste.
Fill and check approved templates with existing data more quickly.
Treasure combines templating with flexible filling and a shared clause library. Data can come from reference documents, matter workflows, an AI chat or manual entry via questionnaire; import from CRM or ERP systems is coming soon. Sources, variables and clause selection remain comprehensible.
In brief
What is document automation for contracts?
document automation connects shared templates with existing data and a clause library. Treasure can use reference documents, matter data, AI chat or manual entries and makes sources and clause selection traceable.
- ResultA verifiable contract draft based on confirmed data and templates.
- DataReference documents, matter data or manual entries can serve as a source; CRM/ERP: coming soon.
- ControlRules, versions and changes remain traceable.
Security & Sovereignty
Your contracts remain your data.
Treasure combines ISO 27001-certified information security with processing in EU data centres. A sovereign German operating option is coming soon.
Platform and data storage run on AWS in Frankfurt; AI services are processed in EU regions.
Fully sovereign operation in a German offering (sovereign cloud) is in preparation: coming soon.
Your contract and client data will not be used to train AI models.
Building blocks of document automation
Sources
Existing data
use specifically
use specifically
Template
Approved version
use
use
Review
Missing information
make visible
make visible
Audit
Sources and versions
document
document
Three components
What defines document automation
Treasure combines filling, templates and clause logic into a comprehensible document process.
Flexible filling
Data can come from reference documents, verified matter data, an AI chat or manual entry via questionnaire; CRM or ERP records: coming soon. The workflow determines which source applies.
Templates & clause library
Templates control structure and variables. The template engine selects the appropriate modules from the approved clause library and transparently shows which clause is used and why.
Testable generation
Before output, your team sees data sources, variables, and clause selection. The draft is provided as a DOCX or PDF and can be submitted to storage, approval or signature processes.
Workflow
From the data source to the finished document
Seven stations for templating, filling and a comprehensible clause selection.
Start
manually or in the workflow
Accept data
from existing sources
Add context
optional if useful
Determine template
from the library
Select clauses
through the template engine
Fill & check
Dates and clauses
Provide draft
Filing and follow-up process
Step 1 of 7
Start
Document generation starts manually or in a matter workflow. Starting from a CRM deal is coming soon and is not a requirement.
Start
Step 2 of 7
Accept data
Treasure uses the data available for the matter: reference documents, verified matter data, AI chat or manual entry via questionnaire (CRM or ERP records: coming soon). Which source applies is determined in the workflow.
Input
Step 3 of 7
Add context
Additional sources can be queried if necessary - such as previous contracts or special conditions. This enrichment is optional and is only used if it fits the process.
Enrich
Step 4 of 7
Determine template
Treasure selects the template based on the configured features from your library; Your team will see which Legal-approved version is being used.
Select
Step 5 of 7
Select clauses
The template engine decides which approved clauses should be used based on the existing data and stored conditions. The selection and its basis remain visible to the user.
Clauses
Step 6 of 7
Fill & check
Treasure fills variables and clauses. Before output, your team can easily understand values, sources and the selected building blocks and correct them if necessary.
Generate
Step 7 of 7
Provide draft
The finished draft is provided as a DOCX or PDF and is filed in the matter and can, if desired, be passed to approval or signature processes. Every step remains documented.
Deliver
This is how your data flows into the document
Start process
Manually or from a matter; starting from the CRM: coming soon.
Accept data
From reference documents, matter data, AI chat or a questionnaire; CRM/SAP: coming soon.
Add context
Additional sources can optionally be queried if the process requires them.
Determine template
The shared template is selected based on the configured characteristics.
Select clauses
The template engine uses the clause library and displays its selection in a comprehensible manner.
Fill and provide
Values and clauses are checked; the draft goes into storage or a subsequent process.
In the product
From the data point to the finished document
Three product views show the process; the ERP connection is coming soon.
Overview
All generations in one place
Your team can see at a glance which draft is ready, what is still being processed and which template was used.
Quality before output
Check variables, see preview immediately
Missing information becomes visible before a document is created. The preview immediately shows where the data ends up in the contract.
ERP + AI · coming soon
Order data becomes contract draft
Planned: master data from the ERP and AI-extracted information come together in a structured view. Today you add information via questionnaire or from reference documents.
Before / After
What changes for your team
Three perspectives on the creation process.
Sales
Without treasure
The team transfers information from offers, emails or systems to Word, looks for suitable clauses and sends the draft for review.
With treasure
The team starts the draft with the existing sources. Treasure fills the approved template, applies the clause logic and makes the selection and sources verifiable.
Contract management
Without treasure
Templates live in 47 Word versions in 12 folders; everyone builds their own variants. Nobody knows for sure which one is current.
With treasure
Templates live centrally in Treasure. Each generation accesses the current, approved version. No uncontrolled growth, no version chaos.
Operations
Without treasure
Completed contracts are scattered in email inboxes, drives and local folders - without consistent storage.
With treasure
Every generated contract is filed in its matter with consistent metadata. Link to the CRM deal: coming soon.
Treasure Contracts
See document automation on your own data.
30 minutes with the founding team. Using one of your templates and existing sample data, we will show you how a comprehensible contract draft is created and checked.
4 weeks unrestricted right of withdrawal · full refund.
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