Our primary use cases
1
Customer Onboarding
2
Document Collection
3
Client Portal
4
Intake Forms
5
E-Signatures
Serving these great industries. And more...
Logic-Based Data
& Document
Collection Workflow
Drag & Drop: Users can add custom data questionnaires and logic-based workflows to govern which documents or data fields are collected based on user responses.
Encryption: Protect sensitive information with advanced bank-level security and encryption protocols.
Access Control: Define user roles and permissions to ensure only authorized individuals can view or edit specific documents (both external users and your own back office).
Approval
& Commentary Tools
Acceptance & Approval Workflows: Allow acceptance and approval processing, as well as instant AI feedback to flag likely issues with uploaded documents.
Commenting & Feedback: Facilitate discussions directly within a document for streamlined communication.
Business Intelligence & Search Functionality
Request Follow-Ups: Automatically remind users of requested documents via text or email.
Activity Notifications: Automatically notify users of activity when a client uploads a requested document.
Advanced AI
to Automate Document Processing
Document Checklists: Automatically check documents to determine if they satisfy your requirements, including the existence of signatures, dates, and data.
Data Extraction: Use AI to extract exactly what you need from submitted documents.
Query & Summarization: Use AI to query documents, summarize key items, and locate essential data.
A Portal White-
Labelled to your Brand
Branded: Use your brand and color scheme for your portal.
Device Agnostic Workflow
Mobile App: Comes with a mobile app that allows users to receive app notifications.
Screen-Size Agnostic: Allow users receiving document requests to use any size screen to upload documents with ease using their camera.
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