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Paperwork typed in before you see it
Scans, photos, PDFs and forms become structured records in your system, with expiry dates and missing fields flagged.
- 09:02Intake form scanned. 14 fields entered, insurance card flagged as expired.
- 11:15Job application received. License, certificate and W-9 filed, one signature missing, applicant texted.
- 16:40Twelve vendor invoices from the scanner folder entered, two duplicates caught.
What it does
- Reads intake forms, applications, licenses, insurance cards and invoices
- Types the fields into your record, spreadsheet or database
- Flags expired documents and missing signatures
- Files the original in the right folder with a clean name
- Warns you 30, 15 and 7 days before something expires
What it plugs into
- Email attachments, upload forms, a scanner folder
- Google Drive, OneDrive, Dropbox, your own server
- Your CRM, practice software or a spreadsheet
Something else? Most systems with an official connection or an email notification can be wired in. Ask before you assume it cannot.
Guardrails
Set on day one, in writing, before anything goes live.
Rule
Low confidence fields are marked for a human, never guessed
Rule
Originals are kept, nothing is overwritten
Rule
Documents never leave your storage
Rule
Processing pauses on its own if the daily volume looks wrong
Documents by industry
The same integration, in the words of your trade.
Transportation and logistics
Types bills of lading, proofs of delivery, rate confirmations and driver documents into your system, flags expiring licenses and insurance.
Clinics and hospitals
Types intake forms, insurance cards and referrals into the record, flags expired coverage before the visit.
Law firms
Reads intake forms, IDs and contracts into the matter, flags missing signatures and deadlines.
Real estate
Reads offers, disclosures and IDs into the transaction, flags missing pages and deadlines.
Auto repair shops
Enters parts invoices, reads inspection sheets, files photos under the vehicle.
Accounting and bookkeeping
Reads W-2s, 1099s, statements and receipts into the file, flags missing forms.
Questions
How accurate is it?
Printed documents are read almost perfectly. Handwriting is read where it is legible and marked for review where it is not.
Where do the files go?
Into the storage you already use, under the folder and name rules you give us.
Can it handle my own forms?
Yes. We map each of your forms once, after that every copy is read the same way.
Your systems stay yours
Nothing to migrate and nothing new to learn. AI plugs into the phone number, inbox, calendar and books you already use, and a person is always one step away.
- Week 1: we map your calls, emails and paperwork
- Weeks 2 and 3: we build and test on your real cases
- Week 4: live, with a person watching every hand-off
- Every month: we tune what it says and what it may do