Finance & accounting
| Name | Template ID | Fields |
|---|
| Invoice | invoice | Vendor, invoice number, date, due date, line items, totals, tax, payment terms. |
| K-1 / K-3 | k1 | Partner allocations, ordinary income, self-employment, footnotes, state allocations. |
| Bank statement | bank-statement | Transactions, running balance, beginning/ending balance, date normalization. |
| 1099 (NEC, MISC, INT, DIV, B, R) | 1099 | Recipient TIN, payer info, amounts by box, tax year. |
| W-2 | w2 | Employer, employee, federal/state wages, withholdings, Box codes. |
Legal
| Name | Template ID | Fields |
|---|
| Master Services Agreement (MSA) | msa | Parties, term, governing law, indemnity, liability cap, exhibits, assignment. |
| Non-Disclosure Agreement (NDA) | nda | Parties, scope, term, return-or-destroy, carve-outs, governing law. |
| Engagement letter | engagement-letter | Scope, fee structure, conflict waiver, termination, signatory. |
Healthcare
| Name | Template ID | Fields |
|---|
| Superbill | superbill | Provider, NPI, place of service, CPT codes with modifiers, ICD-10, payer. |
| EOB / Remittance | eob | Payer, claim, allowed/paid amounts, adjustment codes, patient responsibility. |
| Intake form | intake | Patient demographics, insurance, allergies, medications, history. |
Real estate
| Name | Template ID | Fields |
|---|
| Commercial lease | commercial-lease | 60+ fields including parties, rent schedule, escalations, CAM, options, security deposit. |
| Closing package | closing-package | Auto-splits multi-doc PDFs into deed, note, settlement statement, exhibits. |
| Title commitment | title-commitment | Schedule A, B-I exceptions, B-II requirements, parties, legal description. |
Custom templates
Need a different shape? Submit a JSON Schema in the schema request field, or define a workspace template once and re-use it via template=<your-id>. Workspace templates support per-field confidence thresholds and route low-confidence extractions to your review queue automatically.
