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Integration
Paperwork typed in before you see it
Scans, PDFs and forms become records in your system, with expiries flagged.
- 09:02Intake form scanned. 14 fields entered, insurance card flagged as expired.
- 11:15Job application received. License, certificate and W-9 filed, one signature missing, applicant texted.
- 16:40Twelve vendor invoices from the scanner folder entered, two duplicates caught.
What it does
- Reads forms, applications, licenses, insurance cards, invoices
- Types the fields into your system
- Flags expired documents and missing signatures
- Files the original with a clean name
- Warns you 30, 15 and 7 days before something expires
What it plugs into
- Email attachments, upload forms, a scanner folder
- Google Drive, OneDrive, Dropbox, your own server
- Your CRM, practice software or a spreadsheet
Something else? Most systems with an official connection or an email notification can be wired in. Ask before you assume it cannot.
Guardrails
Set on day one, in writing, before anything goes live.
Rule
Unsure fields go to a person, never guessed
Rule
Originals are kept
Rule
Documents never leave your storage
Rule
Pauses itself if the volume looks wrong
Documents by industry
The same integration, in the words of your trade.
Transportation and logistics
Types bills of lading, proofs of delivery, rate confirmations and driver documents into your system, flags expiring licenses and insurance.
Clinics and hospitals
Types intake forms, insurance cards and referrals into the record, flags expired coverage before the visit.
Law firms
Reads intake forms, IDs and contracts into the matter, flags missing signatures and deadlines.
Real estate
Reads offers, disclosures and IDs into the transaction, flags missing pages and deadlines.
Auto repair shops
Enters parts invoices, reads inspection sheets, files photos under the vehicle.
Accounting and bookkeeping
Reads W-2s, 1099s, statements and receipts into the file, flags missing forms.
Questions
Short answers. Anything else, ask on the contact page and a person replies in a day.
Ask a questionHow accurate is it?
Print is read almost perfectly. Unclear handwriting is marked for review.
Where do the files go?
Into the storage you already use, by your folder rules.
Can it handle my own forms?
Yes. Each form is mapped once, then read the same way every time.
Your systems stay yours
Nothing to migrate, nothing new to learn. A person is always one step away.
- Week 1: audit
- Weeks 2 and 3: build and test on your cases
- Week 4: live, watched
- Every month: tune