Document Tracking

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Streamline document management and form filling

• Robust Storage:
  Manage all file types at the case, person, or family level, with easy categorization.

• Compliant Governance:
  Enjoy role-based access, versioning, and audit trails that meet top security standards.

• Integrated Forms:
  Automatically analyze templates, extract fields, and link data points for seamless form filling.

• Templated Requests:
  Effortlessly request documents using automated workflows and pre-set message templates.

• Client Uploads:
  Allow clients to upload documents via one-time links, speeding up resource delivery.

• AI-Powered Analysis:
  Verify document accuracy and extract key data points, with manual review when needed.

Benefits

• Simplify Management:
  Reduce complexity and accelerate data collection.
• Enhance Security:
  Keep client data safe and compliant.
• Boost Efficiency:
  Streamline processes for faster, better client support.