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Simplify Case Prep with Automated Document Handling

  • Simplify Document Handling: Automatically classify and parse case files, contracts, repayment histories, UCC filings, and more
  • Seamless Integration: Sync extracted data with Salesforce, Quickbase, or your custom legal database—no engineering required
  • Faster Case Turnaround: Streamline document review and data extraction to reduce time spent on prep work
  • Lower Costs, Fewer Errors: Minimize administrative overhead with consistent, accurate automation for every document
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Trusted by

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Case Studies

Driving Growth for Commercial Practices Without Increased Cost

Legal
Legal

Commercial law practice grows caseload without increased administrative burden

100s

of additional cases every month without adding headcount

80%

lower cost vs. hiring additional administrative/ paralegal FTEs

Read customer story
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How It Works

Automatically Create Case Files and Extract Key Information

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Book a demo
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Tailored Solutions

Automation Solutions Tailored to Your Financing Business

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Capabilities

Automation Solutions Tailored to Your Financing Business

Receive
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Receive

Receive

Send us your customer applications and data via email forwarding, API, or bulk upload. We accept documents in ALL formats

Classify Law
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Classify Law

Classify

Automatically organize files into relevant document types without manual effort

Parse & Validate Law
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Parse & Validate Law

Parse & Validate

Extract key fields into your underwriting format while detecting and flagging fraudulent documents

Enrich
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Enrich

Enrich

Enhance your data with machine learning or third-party sources to categorize bank transactions, identify critical business details, generate cash-based financial statements, debt summaries and more!

Evaluate
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Evaluate

Evaluate

Check applications against your policies, enabling auto-declines, automated policy checks, or requests for additional information.

Sync
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Sync

Sync

Seamlessly populate new records into your system of record without revisiting your submissions inbox

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Document types

Instantly Parse and Validate Every Case File

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Legal Contract
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Repayment History
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UCC Filing
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ISO Application
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Bank Statements
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Legal Contract
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Repayment History
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UCC Filing
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ISO Application
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Bank Statements

and many more..
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Integrations

Integrated Directly With Your Case Management System

Salesforce
Salesforce
Quickbase
Quickbase
Ask if we support your system!
Integrate now
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Integrations

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and many more..
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Secure and Trusted

Independent, Enterprise-Grade Software You Can Trust

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Independent

Not affiliated with one of your competitors

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Secure

SOC2, GDPR, CCA compliant

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Robust

Parsing over 30,000 documents every day

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Trusted

by over 130 financial and professional services firms

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