AI Platform for Document Workflows

Review, Draft, and Search Documents Documents In Minutes With No Errors

Stepscale handles high-value, high-frequency custom document workflows for busy teams that demand speed and accuracy.

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Trusted by Professionals Teams

How It Works

Review, Draft, Search Documents With Confidence

Review

Check documents thoroughly to surface errors, inconsistencies, and hidden risks.

Draft

Write accurate documents using your prior work, custom instructions, and project context.

Search

Retrieve the exact information needed from your project documents to complete your task.

"I use Stepscale daily, and it's a first-of-its-kind document workflow platform that actually delivers. Their review and drafting tools are best in class. They've cut through complexity, sped up my project timelines, and elevated document work that was previously only possible with a large team. I can't think of a better platform that lets you accomplish more with less."

Chris Spagnolo

Garnet Group

"Stepscale has completely transformed the way we work. We no longer waste time searching through countless files or digging for the right information. Stepscale finds exactly what we need in seconds. It's like having an extra team of analysts working around the clock, letting us focus on strategy instead of documents."

Mark MacGregor

Arm Capital Advisory

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Custom Document Workflows

Built to Give Your Team a Competitive Edge

Review Due Diligence Packages with Confidence

Consultant reports, appraisals, environmental studies, engineering reports, feasibility analyses

What is the environmental status?

Found in Phase 1 ESA Report, p. 12: "No recognized environmental conditions were identified on the subject property."

ESA_Report_415Oak.pdf

Found in Lease Agreement, p. 4: "Tenant responsible for hazardous material remediation per Section 8.3."

Lease_TenantA_2024.pdf

2 results across 47 documents

Draft Underwriting Documents with Accuracy

Term sheets, LOIs, credit memos, commitment letters, investment memos

Review Complete

2 alerts

Rate mismatch

Term sheet says 5.25% but model uses 5.50%

Missing guarantor

Commitment letter references guarantor not in term sheet

4 other sections clear

Search for RFPs and Prepare Winning Responses

RFPs, RFQs, proposals, pitch decks, client submissions

RFP Match

City Infrastructure RFP

12 requirements matched

85%

Technical approach drafted from past win

Team qualifications pre-filled

Pricing section needs input

10,000+ Issues Caught

Issues flagged during document reviews and drafting

99% Fewer Errors

Reduction in mistakes in Stepscale finalized documents

Days → Minutes

Speed with which teams using Stepscale review, draft, and search

Enterprise grade security built in

Your project data stays yours

Stepscale is built to handle the most confidential documents.

Shared AI

3rd Parties

Confidential

Private by design

Stepscale never uses your documents or prompts to train underlying AI models. Your information stays yours, always.

AES-256

At rest

TLS 1.3

In transit

Secure

Bank-grade encryption

Data is encrypted using AES-256 and TLS 1.3, the same standards used by leading financial institutions.

Deal Access

Active

Madison Smith

Owner

James Kim

Editor

External Party

No access

Private

You control access

Work together or keep projects private. Control who can view documents, drafts, and findings across each project.

Pricing

Simple, flexible plans

Choose the right plan for your team and scale as you grow.

Save 20%

Professional

For smaller teams

$79 /user/month USD

Billed annually