Turn Documents Into Clear, Actionable Workflows
Collect, analyze, review, and manage business documents with AI-assisted workflows and complete human control.
What the platform does
Built for accounting firms, corporate service providers and compliance administration teams who handle client documents every day.
Organized documents
Collect documents per client and case, with private storage and clear status.
AI-assisted extraction
Classify documents and extract key fields, with the source page for every value.
Search with citations
Ask questions across the documents you are allowed to see, and get answers that cite them.
Checklists
Define what each case needs and see at a glance what is missing or expiring.
Human review
People approve, correct or reject AI suggestions. Nothing is final without a reviewer.
Activity history
Uploads, corrections and decisions are recorded so the team can see who did what.
How the workflow operates
- 1
Collect
Upload documents or send clients a secure request link.
- 2
Analyze
The platform reads each document and suggests its type and key details.
- 3
Review
Your team checks the suggestions against the original and decides.
- 4
Track
Checklists show what is complete, missing or due to expire.
How documents are protected
- Each organization's data is kept separate, with roles for every team member.
- Files are stored privately and only served to signed-in, authorized users.
- Content inside documents is treated as data, never as instructions to the AI.
The platform supports document-readiness work. It does not give legal advice or decide on its own whether a client is compliant.
Set up your workspace
Create your organization, invite your team and add your first client.
Get Started