Upload from the couch
A phone photo or a PDF, in the middle of the conversation. Originals are kept exactly as they arrived.
Evidence, not attachments
Paperwork arrives sorted, not stapled.
Clients photograph payslips and statements once. The platform reads them into proposed facts with confidence scores, and nothing is treated as verified until a broker says so.
What you get
Documents that turn into evidence.
Read into the file
Extraction lifts names, figures and dates into proposed facts, each with a confidence score and its source.
Oddities get flagged
Mismatched names and unusual figures are marked for a human eye, not smoothed over.
One ask, three places
Request a missing document once; the checklist, the client's messages and your task queue all update together.
From envelope to evidence
Four steps, none of them re-keying.
The client uploads
During the conversation or later from their status page, on whichever device holds the document.
Extraction proposes
Machine reading produces proposals, clearly marked as proposals, with the pages they came from.
A broker verifies
You confirm or reject each fact against the document. Verified means a licensed person looked.
Corrections leave a trace
Change a fact and the record keeps before, after, who and why. A material change sends stale numbers back for reassessment.
Proposed stays proposed
Extracted values become verified only when a licensed person confirms them.
History can't be tidied up
Corrections append. They never overwrite what was believed before.
Stale evidence stops the numbers
If the facts move, any assessment built on them is marked stale and must be re-run.