Help Center

How LetterScript works, one task at a time. Search, or browse by topic.

Getting started

Sign in, look around, and run your first transaction.

Transactions & documents

Uploads, extraction, the disclosure checklist, and the transaction assistant.

Upload documents to a transaction

Add contracts and disclosures — one file or a whole set — organize them into subfolders, and let LetterScript read and extract them.

The POS disclosure checklist

The forms LetterScript finds for this address, matched automatically to the documents on the transaction.

The transaction record and extracted data

How the Overview tab fills itself in from your documents — and how to spot auto-derived dates worth a second look.

Ask the transaction assistant

Chat with the whole transaction, one folder, or a single document: ask what's outstanding, what's required to close, or where a term is buried — with citations.

Email from inside a transaction

Every transaction has its own email address and inbox: write or AI-draft messages, Cc or Bcc anyone, attach documents and reviewed sheets from the transaction, and replies — attachments included — file back into the transaction automatically.

Send and share from a transaction

The Send menu gathers everything you hand to someone else: a new email, the dates sheet, the letters, the forms list, every document as one ZIP, and the read-only link. Each sheet and letter is reviewed, and can be corrected, before it's downloaded, emailed or attached.

Share a transaction

Two ways to let someone in: invite up to 25 collaborators to work the transaction with you, at no extra cost, or send a read-only link — no account, no sign-in — with a subscribable feed of the deadlines.

The Workflow tab: forms, timeline, and dates

Which forms the transaction needs, where it sits on a typical California purchase timeline, and its dates and document history, one section at a time.

The form set: which forms this deal needs

Answer a short questionnaire about the deal and get the forms it likely needs — the C.A.R. forms, the government forms that ride along, the escrow and title papers to keep a copy of, and the county, city and district forms the property's address calls for — each with the reason it's on the list.

Connect an AI assistant (Claude, ChatGPT, Gemini)

Let an assistant you already use read your transactions, deadlines, and point-of-sale disclosures — read-only, only the transactions you pick, and disconnectable in one click.

Deadlines & dates

The dates derived from your contract, where they land, the phone alerts before them, and how to share them.

Requirements & lookup

Point-of-sale requirements by address — with or without a transaction.

Plans & billing

What each plan includes and how usage is metered.

Troubleshooting

When something didn't fill in, upload, or show up where you expected.

Still stuck?

In the app, click the ? icon in the top bar and choose Contact support — or reach us here. We respond to your account email.