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Watch It Work

From Implementation Video to Client Deliverable

See how project walkthroughs become professional client documentation packages

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Join forward-thinking teams using Docsie to transform video content into searchable documentation

Fellowmind
Becklar
PowerFlex
North Highland
AddSecure
Canada

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Project Complete—Client Wants Documentation, You Have 37 Training Videos

Implementation videos become professional client deliverables

The Client Deliverable Problem

  • Delivered Salesforce implementation, recorded 37 training videos—client wants written documentation
  • Client asks 'Where's the process documentation?'—you have Loom links scattered across emails
  • Contract requires documentation deliverable—scrambling to write 200 pages before project close
  • Can't bill client for documentation time—already over budget and behind schedule
  • Client satisfaction score drops because they expected professional documentation package
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The Docsie Solution for Client Deliverables

  • Turn every training video into professional client documentation automatically
  • Deliver polished documentation package alongside implementation—no extra time required
  • Client gets searchable process guides, training manuals, and system documentation
  • Bill documentation as part of project scope—AI does the writing in minutes
  • Exceed client expectations with comprehensive documentation deliverables

Built for Consultants

Professional Client Deliverables, Not Just Transcripts

Docsie creates polished documentation packages that impress clients—with professional formatting, role-based guides, and technical specifications extracted from your implementation videos.

Client-Ready Professional Formatting

Generates polished documentation with consistent formatting, headers, and structure that's ready to hand to enterprise clients without additional cleanup

Role-Based Documentation Splitting

Automatically separates content into admin guides, end-user manuals, and technical specs—creating complete documentation packages from training videos

Technical Configuration Extraction

Identifies custom fields, integration points, business logic, and configuration settings shown in implementation videos—documents what you actually built

Simple Process

From Project Video to Client Deliverable in 3 Steps

Powered by Docsie Copilot's agentic AI system

1
Upload Implementation Walkthroughs

Upload Implementation Walkthroughs

Upload your Salesforce/Workday/SAP implementation recordings, training sessions, or project handoff videos. Supports MP4, MOV, WebM

2
AI Creates Documentation Package

AI Creates Documentation Package

Multimodal AI extracts configuration details, creates role-based guides, and formats professional documentation ready for client delivery

3
Brand & Deliver to Client

Brand & Deliver to Client

Add client branding, customize formatting, and deliver a complete documentation package—system guides, training manuals, and technical specs

Client Deliverable Documentation in Action

See how consultants and agencies transform project videos into professional client documentation

Convert Implementation Videos into System Documentation
Implementation Projects

Convert Implementation Videos into System Documentation

Transform Salesforce/Workday/SAP implementation walkthroughs and configuration videos into comprehensive system documentation for client handoff. Perfect for consultants delivering professional documentation packages.

  • 8 implementation videos → complete system documentation with configuration guides
  • Automatic extraction of configuration steps, custom fields, and business logic
  • Professional formatting ready for client delivery
Transform Training Sessions into Client Training Manuals
Training Deliverables

Transform Training Sessions into Client Training Manuals

Turn end-user training sessions and admin training videos into polished training manuals with step-by-step instructions, role-based guides, and quick reference cards for client teams.

  • Training session videos → role-based training manual in minutes
  • Automatic identification of admin vs. end-user procedures
  • Screenshot extraction for visual step-by-step guides
Turn Project Walkthroughs into Transition Documentation
Knowledge Transfer

Turn Project Walkthroughs into Transition Documentation

Convert project handoff sessions and knowledge transfer videos into structured documentation packages covering custom development, integrations, and ongoing maintenance procedures.

  • Handoff video → transition documentation with technical specs and maintenance guides
  • Automatic extraction of integration points and custom code explanations
  • Organized by system area for easy client navigation

Key Features for Client Deliverables

Everything you need to convert project videos into professional client documentation

Professional Formatting

Generate polished, client-ready documentation with consistent formatting, branding, and professional structure

Role-Based Documentation

Automatically organize content by user role—admin guides, end-user manuals, technical specifications

Comprehensive Documentation Packages

Create complete documentation sets including training manuals, system guides, and quick reference materials

Searchable Client Portals

Generate fully searchable documentation that clients can host on their own portals or intranets

Professional Screenshots

Automatically capture and format system screenshots, configuration screens, and workflow diagrams

Technical Specification Extraction

Identify and document configuration settings, custom fields, integrations, and technical implementation details

Product Demo

See Docsie Copilot in Action

Watch how Docsie Copilot analyzes both audio and video—seeing UI elements, reading on-screen text, and capturing code—to create structured documentation

No credit card required • 14-day free trial

Common Questions

Frequently Asked Questions

Everything you need to know about converting project videos to client deliverables

Client Deliverables & Billing

Most Popular

Q: Can I brand the documentation with client logos and formatting?

A: Yes. The AI-generated documentation can be customized with your client's branding, logo, color scheme, and formatting preferences. You maintain full control over the final deliverable appearance while saving hours on content creation.

Q: Can I bill clients for documentation if AI generated it?

A: Absolutely. You're delivering professional documentation that meets client contractual requirements—how you create it efficiently is your competitive advantage. Most consultants include documentation deliverables in project scope and use Docsie to ensure profitability instead of scrambling to write docs after the project budget is spent.

Q: How does this handle implementation-specific details like custom fields and integrations?

A: Docsie's visual AI watches your implementation walkthroughs and identifies custom fields, configuration settings, integration points, and business logic. It documents what you built specifically for this client—not generic product documentation.

Professional Quality

Q: Is the documentation professional enough to hand to enterprise clients?

A: Yes. The AI generates structured, professionally formatted documentation that you can customize and polish. Many implementation consultants use Docsie to create the initial comprehensive draft, then refine specific sections—delivering better documentation in 90% less time.

Q: Can I create role-based documentation for different client user groups?

A: Yes. The AI can organize content by role—creating separate admin guides, end-user manuals, and technical specifications from the same training videos. This gives clients comprehensive documentation packages tailored to different user audiences.

Still have questions?

Book a Demo

Supported Implementation Recording Sources

Compatible with consulting and implementation video sources

Zoom logo

Zoom

Zoom client call and training session recordings

Teams logo

Teams

Microsoft Teams implementation meeting recordings

Screen Recordings

System walkthroughs from any screen recording tool

Standard Formats

MP4, MOV, WebM from any project recording

Ready to Transform Your Documentation?

Start creating professional documentation that your users will love