The problem
Contracts, invoices, intake forms, referrals, ID documents — they arrive constantly, in every format, and someone has to open each one, work out what it is, pull out the relevant details, and file or re-key them somewhere else. It's slow, it's repetitive, and it's exactly the kind of work where a tired human makes a costly typo.
How it works
The agent reads incoming documents as they arrive — by email, upload, or scan — identifies the document type, extracts the fields that matter, and files or enters them into your existing systems. Anything it isn't confident about gets flagged for a human instead of guessed at.
What's included
- Classification across your common document types
- Field extraction into your CRM, practice management, or accounting system
- Confidence-based escalation — no silent guessing on ambiguous documents
- Consistent, auditable filing and naming
- Handling of PDFs, scanned images, and emailed attachments
Typical outcome
Clients typically cut document processing time from hours to minutes and remove re-keying as a source of errors entirely. See how this played out for a conveyancing firm in our case studies.