Generate from a template
Pick a template, let Hanna fill it from the client and firm data it already holds, and produce a clean PDF. Agreements, letters, plan cover pages, KYC packages - from a form, not a blank document.
Hanna Docs
The paperwork, from blank page to signed and filed - without leaving Hanna
Generate the document from a template, ground the report in real firm data, send it for signature from your own mailbox, and file it with a timestamped audit trail. Office work, automated.
Template -> PDF
Guided document generation
Sent / opened / signed
E-signature audit trail
Grounded
Reports built from your real data
Encrypted
Versioned files, Canadian residency
The document lifecycle
Generate, review, sign, and file - in one place, on your firm's data
Grounded Report Designer
Build a client- or leadership-ready report from a library of templates and design themes. The numbers come from the firm's real operating data, not copied in by hand, so the report is right and repeatable.
Client intake, by magic link
Send a secure link; the client fills the intake or KYC/onboarding form with no new account; the submission comes back for review and, on approval, becomes a filled PDF dropped straight into their file.
E-signature in your name
Send an agreement from your connected mailbox. The client signs with no new login. The signed PDF plus a timestamped trail - sent, opened, signed - returns to the file. Original and signed copies are preserved immutably.
Files that behave
Every document is versioned, categorized, encrypted at rest, and searchable. Ask for "the signed agreement from March" in plain English and get it.
Trust
The same guardrails as client data
Documents inherit the platform's data-layer controls: access scoped per user, encryption at rest, Canadian data residency, and an audit trail on every action. Nothing is used to train generalized AI models.