Operations software
AI Document Intake & Review
A document-intake workflow that moves from intake through field review, exception handling, approval, and export preparation in one operational interface.
Key product capabilities
- Document-selection and extraction review flow
- Missing-field and confidence review states
- Review queue, history, and export workspace
Built around the workflow
How the workflow is designed
The intake screen guides an operator from a selected document through an extraction-style review, with fields, confidence cues, missing-data warnings, and local editing states kept visible.
Supporting screens cover the review queue, document history, export preparation, and settings in one operational document workflow.
Workflow at a glance
From request to next action
- 01A document enters the intake workspace
- 02An operator reviews extracted fields and missing information
- 03Exceptions are corrected or sent for another review
- 04Approved records move to history and export preparation