LOAs from copy-paste templates. Supplier packets manually rebuilt every RFP. Contract drafts assembled in Word at midnight. Linework generates them all from your customer book — branded as your firm, compliant by default, ready in seconds.
Every renewal, every new customer, every RFP — the same document grind. Open the Word template. Find-and-replace the customer name, the accounts, the addresses. Hope you didn't miss a placeholder. Send. Get back signature requests. Refile.
Linework reads the customer record once and produces the documents in seconds. Your firm's brand. Your firm's terms. Your firm's reputation, intact.
The 2023 LOA template is on the shared drive. The 2024 one is in someone's email. Three slightly different versions are in active use. Nobody knows which one is current.
The customer name from the last LOA appears in the Acme account's draft because someone forgot to change it. The customer notices. The trust crater is real and not recoverable.
Every RFP packet rebuilt by hand: account list, current rates, load shapes, billing cycles, utility numbers. Two hours of senior-employee time, before anyone has even sent the RFP.
The Word document with mismatched fonts, the misaligned table, the missing page number. You sent it because it was 10 PM and the customer wanted it. They could tell.
Linework isn't a template editor — it's a generator. The customer record is the source. The output is what your customer should have been getting all along.
The two-hour LOA assembly job becomes a two-second generate-and-send. The supplier packet that takes a senior employee a half-day takes Linework eight seconds.
Documents that look professional — typography, branding, layout — without your team spending design time. Output your customer's procurement team or CFO will read without flinching.
State-specific LOA requirements, regulatory disclosures, signature blocks — built in. The template knows about MA, TX, NJ, CA. You don't have to remember.
Each surface in Linework solves one document problem. Together they cover every customer-facing PDF a broker needs to ship.
Letters of authorization for any customer × utility × portfolio combination. Pulls account list directly from the customer record. State-specific compliance handled.
The complete RFP packet — account list, current rates, load shapes, billing data, utility account numbers — generated from your Switchboard book in seconds. Suppliers receive a packet they can actually bid on.
Customer service agreements, brokerage engagement letters, supplier introduction agreements — drafted from templates with customer data merged in. Review-ready, not "make-it-look-okay" ready.
The customer-facing rate sheet that goes with the proposal. Lined up with the proposal output from Switchboard. Same data, presentation-ready format, your branding.
Renewal notifications, market updates, contract reminders — branded, scheduled, on-message. The "we should send them something" instinct, made operational.
Your firm's master templates, versioned, governed, and source-controlled. When you update the LOA template, every future generation uses the new one. Drift solved.
Document generation is the silent broker tax. Linework converts time spent on Word formatting into time spent on selling, advising, or recovering an evening.
Tell us which document is bleeding the most time out of your week. We'll build that one first. Early access goes to the brokers who give us the messiest templates.
Request Early Access →