Product

Platform Capabilities

One secure workspace for storing, extracting, searching, and automating business documents.

Document Workspace

Centralized storage for PDFs, scans, office documents, and images. Organize by project, folder, or tag. Drag-and-drop uploads, email import, and API intake. Documents stay accessible and versioned.

AI Document Processing

AI summarizes, classifies, and indexes documents automatically. OCR for scanned pages. Chat with documents to answer questions. Classification and routing for workflows.

Data Extraction

Extract structured data from invoices, contracts, and forms. Define schemas for fields you need. Output to JSON, CSV, or your systems. Eliminate manual data entry.

Workflow Automation

Templates for intake, review, and approval. API and webhooks for integration. Automate from upload to routing, extraction, and notifications.

Secure Sharing

Share documents with time-limited links and permissions. Collaborate with colleagues. Share with clients. Access controls and audit trail included.

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Bring Order to Your Client Documents