Document Intake

What this capability handles

How it works in detail.

Document Intake handles the forms, contracts, and structured files that create sorting work before any real processing begins. In an ops-heavy company, documents arrive as email attachments, form submissions, and uploads, and each one has to be opened, identified, read for the key details, and pushed to whoever acts on it. That front-end handling can sit for hours and adds nothing but delay. This capability is for teams where documents are a steady inflow and the first touch is pure manual sorting. It classifies each incoming document, pulls the context that matters, and routes it to the right owner so processing can start immediately. Operationally it moves through five stages. It receives the file as it arrives. It classifies the document by type so the correct process applies. It extracts the key fields that downstream owners need rather than forwarding a raw file. It routes the document to the right owner and process. Finally it tracks confirmation that the item was received and picked up. It runs across email, your forms, document storage, and your workflow tools. Its inputs are the uploaded file, the document text, the request metadata, and your routing rules. What it produces per document is a typed, field-extracted item routed to a named owner with a confirmation trail. The decision logic uses document-type cues and extracted fields to pick the right next owner and process, so routing is driven by what the document actually contains. It is built to be cautious: low-confidence classification or missing critical fields route to manual review rather than moving forward on a weak read. It hands to a person whenever confidence falls below threshold, required fields are missing, or a regulated-document type is detected, which keeps sensitive paperwork under human control. Every classification, extraction, and route is logged and reviewable, so you can trace exactly how each document was handled. Typical fit is an organization with defined document categories, clear routing logic, and confidence-review rules; those guardrails are what let intake run quickly without misfiling. In ops-heavy orgs it covers 10-20% of role volume, and it compresses document-handling lag from hours to minutes on standard categories. Its primary measure is intake throughput, with impact in the 25-50% range, so the documents that used to wait in a pile are the ones it clears first.