Collect
Bring documents, email, forms, and existing records into one controlled intake path.
Document intake, private knowledge, and workflow automation for legal, accounting, finance, research, and advisory teams.
Get Free Audit ↗The problem we fix
The useful answer is somewhere in a PDF, slide deck, inbox, shared drive, or old project folder, and staff spend time finding it before they can do the work.
We build source-grounded systems that extract information, search approved knowledge, show citations, route uncertain work for review, and move accepted results into the tools the team already uses.
Bring documents, email, forms, and existing records into one controlled intake path.
Search approved material with permissions, metadata, and links back to the source.
Flag missing or uncertain information before it reaches a client, report, or system of record.
Send the approved result to the CRM, ERP, report, task list, or client workflow.
We review the workflow, recommend the first build, and give you a rough price range and timeline before you commit.