Overview
Pleerity Enterprise Ltd. is a UK-based compliance solutions provider that helps landlords and regulated businesses manage statutory obligations. They wanted to build a secure, automated platform that generates complex compliance documents using AI, controlled by Stripe payments and internal verification steps.
The Challenge
Deploying AI generation for compliance required strong control frameworks:
- AI Output Risks: Document outputs needed to be deterministic, matching template structures and undergoes review before client access.
- Payment Integration: Orders had to be gated by successful payments, without exposing pricing structures in frontend forms.
- Version Controls: Regenerated documents lacked structured history and locking rules, posing compliance risk.
- SLA & Visibility: Missing alerts or clear workflow stages caused communication lags when client information was missing.
The Solution
Synexc engineered a state-driven, payment-controlled document generation pipeline:
1. Payment-Gated Intake
Structured Zoho Forms as a gated intake layer with read-only pricing. Payments are executed on Stripe, and Zoho CRM creates order records only upon receiving a successful payment webhook confirmation.
2. Stripe Audit & CRM Sync
Mapped Stripe Payment Intent IDs, currency, metadata, and transaction states back to Zoho CRM for 100% financial auditability.
3. CRM-Centric Order Orchestration
Customized the CRM Orders module into a state-machine that tracks stages: Draft, Review, Regeneration, Final Approval, and Delivery. Records become immutable once paid.
4. Server-Side AI Document Generator
Built secure Deluge custom functions to process inputs and prompt generative models server-side, protecting prompt libraries. Structured CRM fields combine values to ensure output consistency.
5. Version Control and File Management
Integrated Zoho Writer using template IDs to merge fields. Generated files are automatically stored in dedicated, version-controlled Zoho WorkDrive folder structures with auto-locking logic upon final approval.
6. SLA Tracking & Governance
Implemented active SLA timers that track processing time, pause during "Awaiting Client Input" states, and trigger pre-breach alerts. Explicit error logs prevent silent pipeline failures.
Results & Impact
- 46% reduction in manual document drafting effort.
- 100% payment-gated order execution, eliminating unpaid work.
- 41% faster internal review and version regeneration times.
- Complete version history and audit logs for statutory compliance.