SmartBlocEvery document read, filed, and acted on automatically
Contracts, invoices, and intake forms read and filed the moment they arrive. The system is set up around your documents and your rules, so nobody retypes anything and nothing gets missed.
How It Works
From paper pile to filed and done, automatically
Documents arrive
- 1Reading
- 2Extracting details
- 3Checking rules
- 4Routing
Where they end up
What’s Included
Built for how your business actually works
We tune the system to the exact paperwork your business handles: your invoice layouts, your intake forms, your contracts. It's accurate from day one.
In Practice
Common use cases
A few of the ways businesses like yours put this to work. Every build is shaped around your tools and your process.
- Invoices processed and entered into your accounting software
- New-client intake forms filed and followed up automatically
- Contracts reviewed for key dates, names, and terms
- Insurance claims sorted and routed on arrival
- Compliance paperwork checked and filed
Common Questions
Document Processing questions, answered
What kinds of documents can it handle?
Invoices, contracts, intake forms, insurance claims, compliance paperwork, and email attachments. The system is tuned to the exact paperwork your business handles, including your own layouts and formats.
What happens when a document doesn't look like the others?
Unusual documents are routed to a person on your team for review. Correct it once, and the system learns so it handles that kind of document right the next time.
Will it work with the software we already use?
Yes. The important details are pulled out of each document and entered into your billing, CRM, or practice-management software for you, so nobody has to retype them.
Do we still need to check its work?
The system is set up around your specific documents and rules, so it's accurate from day one. Anything it isn't sure about goes to a person for review, and you'll always know when that happens.