Documents and complianceDocument automation, e-signature and compliance tracking with an audit trail.
Contracts, certificates, forms and policies pile up faster than anyone can file them. Document automation reads what arrives, files it to the right record and tracks what expires. Every approval along the way is timestamped and attributed.
What we automate
Inside documents and compliance.
Document intake
- Extraction from PDFs, scans and attachments
- Classification and filing to the right record
- Checks for required fields
Generation and signing
- Contracts and letters from templates
- E-signature routing and reminders
- Signed copies filed on return
Compliance tracking
- Insurance and license expirations
- Required document checklists by role or vendor
- Renewal reminders and escalations
Audit and retention
- Timestamped, attributed approval history
- Retention rules by document type
- Search across every filed record
Where AI fits
AI reads documents and pulls fields into a schema, and low-confidence results go to a review queue. Approvals and sign-offs never pass through a model.
Across every industry
Same function. Your vocabulary.
The shape of documents and compliance work barely changes from one industry to the next. The tools and the words do. Here is how it looks in each.
Your industry
Construction and trades
- Subcontractor onboarding through a self-serve portal
- Subcontractor insurance certificates checked before work starts
- Lien waivers collected before subcontractor payments
Where AI fits: AI pulls fields from uploaded contracts and insurance documents for a person to confirm.
Running in production. Subcontractor onboarding moved from a shared spreadsheet and an email chain to one self-serve portal, with every approval timestamped and role-attributed.
ConstructionProfessional services
- Client document requests with automatic follow-up
- Contract and deliverable versions kept on the record
- Retention schedules applied by document type
Where AI fits: AI classifies incoming client documents and files them; unclear ones wait in review.
Professional servicesStaffing and recruiting
- Onboarding packets filed to the worker record
- Client-specific compliance requirements checked before a start
- Credential expirations flagged ahead of each assignment
Where AI fits: AI reads licenses and certificates into fields; expirations are tracked by rules.
StaffingHealthcare administration
- Records routing with role-based access controls
- Authorization and consent forms filed to the patient record
- Access logs kept for every record touched
Where AI fits: AI classifies incoming documents for filing; anything uncertain stays in a staff queue.
Healthcare adminFinancial services
- Bank statements and tax forms extracted to structured data
- Know-your-customer documents checked for completeness
- Disclosures and policy documents assembled for each client
Where AI fits: AI extracts figures from statements; each figure is checked against totals before it posts.
Financial servicesProperty management and associations
- Board approvals and votes recorded with timestamps
- Vendor insurance certificates tracked to renewal
- Governing documents and minutes searchable by topic
Where AI fits: AI answers owner questions from governing documents and cites the source section.
Property managementField services
- Job photos, signatures and checklists filed to the work order
- Warranty and permit paperwork attached to each job
- Safety checklists completed before work begins
Where AI fits: AI tags job photos by area and issue for supervisor review.
Field servicesWhat we build for it
The systems behind it.
Always-on agents
Hand the queue to something that keeps working after you log off.
An agent with its own login and a defined role works the documents and compliance queue around the clock, writes down everything it does, and comes back to a person when something needs a decision.
Start with the queue that hurts most.
In 45 to 60 minutes we map how documents and compliance runs today and point you at the smallest useful first build.