Your signature documents, drafted in seconds.
Marling arrives with the core documents of your profession ready on day one. Type a slash, drop in a few rough notes or dictate them, and get a clean first draft in your format.
How a document gets written.
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Pick the document
Type a slash and choose from the menu, browse the template gallery, or ask in plain words: “write a DAP note” or “draft an engagement letter” finds it.
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Add a few words, or say them
Shorthand is enough: “flat fee 1,500, retainer due at signing” or “reduced schedule, 20 hrs/wk through March”. Dictate it if you would rather talk.
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Review a first draft in the right format
Each template knows the document’s sections, what it must contain to be complete, the tone your profession expects, and what must not be in it.
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It comes back with the right names on it
Everything a template produces goes through the same identifier removal as any other message, and is restored on the device.
What ships on the device for each profession.
Two professions today, and the list grows as our customers ask for more.
For mental health practices
- SOAP note
- DAP note
- BIRP note
- Intake summary
- Treatment plan
- Risk assessment
- Appeal letter
- Referral letter
- Appointment reminder
For law firms
- Engagement letter
- Demand letter
- Discovery responses
- Settlement demand
- Cease-and-desist letter
- Motion skeleton
- Fee agreement amendment
- Retainer replenishment request
- Case closing letter
- Client status update
- Conflict check letter
Questions people ask before they start.
Who writes the templates?
We do, in the formats your profession already uses. Tell us how you do it and we set it up. Anyone on your team can also add one of their own on the Templates page, and everyone on your team gets it; an Admin can remove it.
Will every draft sound the same?
Every draft comes out at the same quality whoever on your team writes it, which is what a supervisor or a partner signs off against. The details are yours; the structure is the template’s.
Can the front desk use them too?
Yes. Appointment and balance reminders and the front-desk assistant are built for exactly that.
What leaves, what stays.
| Item | Where it goes |
|---|---|
| The templates themselves | Configuration on the device. No customer data in them |
| The few words you add | Leaves, identifiers removed |
| The finished draft | Restored on the device, reviewed by you |
Templates, assistants, and your files working together
Assistants are the ready-made helpers for each kind of work: clinical and front-desk assistants for mental health practices; research, drafting and document-review assistants for law firms. Templates give you one-click structure for the documents themselves, while your assistants draw on your Knowledge Base and Shared Memory so the draft sounds like your office.
Shared Memory learns how your team does things
Over time Marling can pick up how your letters open and which formats you use, so nobody re-explains the basics. Nothing is remembered until an Admin approves it, and it’s told to leave individual customers out.