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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Use Cases

Stop Wasting Time on Repetitive Case File Data Entry

Manual data entry slowing you down?
Don't risk falling behind! Find out how we can help you do business faster

Legal

Automatically populating Case Management System from emails for boutique commercial practice

100s

of additional cases without adding headcount

50%

reduction in administrative/ support costs

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How It Works

How 130+ Customers Leverage Heron to Organize Case File Correspondence and Save Costs

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We work with

Debt Collection

Commercial Litigation

Private Lending

Personal Injury

CNFs and medical reports to reduce clients indemnity spend

Debt Collection

Commercial Litigation

Private Lending

Personal Injury

CNFs and medical reports to reduce clients indemnity spend

Debt Collection

Commercial Litigation

Private Lending

Personal Injury

CNFs and medical reports to reduce clients indemnity spend

Capabilities

Designed to Simplify Your Document Workflows

Receive

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

Classify

Automatically organize files into relevant document types without manual effort

Parse & Validate

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

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

Automatically verify binding requirements, perform field validations, request missing information, and get applications ready for underwriting