Patent US 11,615,234

A method including receiving information pertaining to a client entity; storing the information in a database; receiving, from a user interface of an application communicatively coupled to the database, a first selection to perform a first task; determining, based on the first task, a first subset of document templates to populate from a plurality of document templates; retrieving the first subset of document templates from the database; populating the first subset of document templates using the information pertaining to the client entity to generate a first populated subset of documents; and performing the first task using the first populated subset of documents.