The problem
Document intake was manual and ate billable hours. Staff opened, named, filed and checked each file. The manual sort it replaced took five or more days per case.
What we built
Intake automation that sorts, names, files and checks case documents, in a private cloud environment.
Case documents arriveInto a private cloud environment
Sorted, named and filedEach document, automatically
Checked before it confirmsNothing is confirmed unchecked
The expert interpretsAnalysis stays with the people
Every step in the recordAppend-only, anyone can review
By the numbers
18,748 documents read, named and filed in 30 days for one CPA firm, about 160,900 pages across 50 active cases.
Who uses it now
Used daily by every role at the practice, from staff to partners.
What changed
- 85% filed unprompted
Filed with no question to staff.
- About an hour
A typical delivery is fully classified within about an hour of arrival.
- 6,570 documents in 3.8 hours
The largest single delivery, processed.
- 100% in the record
Every automated document step is captured.
- Expert analysis stays with the people
The expert reads the documents and forms the opinion.
Screens
