Rich docs tied to every client.
Helm Documents is the rich-text document app inside the Helm platform. Proposals, SOWs, briefs, and meeting notes live on the project they belong to, with folder organization, version history, granular sharing, and templates. Built on TipTap. AI agents draft and edit documents using full project context.
Built into the platform. No add-ons, no integrations, no per-feature pricing.
Full rich-text with headings, lists, code, quotes, tables, embeds, callouts, buttons, and columns. Keyboard-driven for fast writers.
Organize docs in nested folders. Bulk-move documents. Keep your client workspace, your ops playbook, and your internal SOPs cleanly separated.
Turn any doc into a reusable template. Categorize them. Share inside the workspace or keep private. Spin up briefs, SOWs, and reports in seconds.
Private, workspace, shared (with specific people), or public link with expiry. Per-collaborator permissions: view, comment, or edit.
Every document tracks versions with author and timestamp. Auto-saved as you write. Restore any prior version with a click.
Attach docs to a project so they surface on the project record. Agents working in that project read them as context when drafting.
Set Documents up once. The rest of the platform uses it forever. One data layer, no sync, no glue scripts.
Attach documents to a project. They show up on the project page and feed agents working there.
Share a document externally by link with a client. Client opens it without needing a Helm account.
Write SOWs and proposals in Documents, then build the matching line-item estimate for the client.
Every document can be attached to a project so it surfaces alongside the tasks, time, and deliverables it belongs to. Organize in nested folders. Turn any doc into a reusable template. Share privately, with your workspace, with specific people, or as a public link with expiry. TipTap-powered editor with slash commands, embeds, tables, callouts, and comments.
Every change is versioned automatically as you write. Manual versions can be pinned when a doc hits a milestone (SOW signed, brief approved). Restore any prior version in one click. Audit who changed what and when.
Content Strategist agents can draft proposals from deal context, refresh stale briefs, or roll up meeting notes into client-ready summaries. Account Manager agents can keep project documentation current. Because docs live with their project, agents read the surrounding context before they write a word.
Your proposals sit in Google Docs, your SOPs in Notion, your meeting notes in Slack, and the SOW you sent lives in a PDF email attachment from six months ago. Every search is across four tools. New hires get an onboarding doc that's out of date.
Docs attached to the project they belong to. Folders keep internal and client-facing separate. Version history shows what changed and when. Agents draft new content from the same context your team has, not a blank page.
You need to draft a project brief.
Start from a template. Content Strategist agent fills in the client, project, and scope context from the linked records.
A client asks to see the current SOW.
Share the document by public link with a view-only permission and expiry. They open it without a Helm login.
A scope change is agreed mid-project.
Edit the SOW. Pin the prior version. History shows exactly what was agreed, when, and by whom.
You want internal SOPs separate from client docs.
Use folders. Set the internal folder to workspace-only. Client-facing folder stays scoped per-project with explicit share links.
AI staff with scoped access, configurable autonomy, and the same data your team uses.
General-purpose doc tools don't know what a project, deal, or invoice is. Helm Documents attach to projects so they surface alongside the work they belong to. Agents inside Helm can read and write them with full context. No tagging, no duplicate databases, no glue.
Helm Documents is built on TipTap (via Novel), with slash commands, embeds, tables, callouts, buttons, columns, and comments. Version history is automatic.
Not today. Documents support comments, version history, and granular per-user permissions. Simultaneous multi-cursor editing is on the roadmap.
Yes. Share a document by public link with view, comment, or edit permission, and an optional expiry. Or share with specific people by email. On Business plans, documents you've attached to a project can also be surfaced through the Client Portal.
Yes. Agents with Documents access can draft, edit, and comment. Pair with a Content Strategist agent for recurring asset production (briefs, case studies, client reports).
Yes. Every document auto-saves versions with author and timestamp. Pin manual versions at milestones. Restore any prior version in one click.
Every app included. Agents come standard. Per-workspace pricing, no per-seat tax.
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