How it runs
Forms arrive by email, upload or scanner folder
AI reads every field, including the ones people leave half filled
Types them into your record and flags what is missing or expired
Asks the client by text for the missing piece
What you get
Records complete before the person walks in.
Where it is used
Questions
Which integration does this?
The documents integration, sometimes with a second one for the follow-up. It is priced as one integration.
How long until it runs?
Four weeks from the first call, like every integration: audit, build and test, go live watched, tune monthly.
What stays with a person?
Anything with money in it until you say otherwise, any caller who asks for a person, and anything the AI is not sure about.
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