Document processing
Documents read, understood and filed in seconds. Super Intelligence (SI) that reads forms, receipts, contracts and intake packets and files the data where it belongs.
What it does
- Typical time saved
- 3–12 hours a week
- Time to launch
- 2–3 weeks
- Available on
- Every plan
PDFs, photos and email attachments carry a lot of valuable small-business data. We set up SI extraction that reads the document, pulls the fields you need, checks them, and puts them into your CRM, accounting software or spreadsheet, with anything uncertain flagged for review.
What’s included
- Extraction from PDFs, photos and scans
- Field checks and confidence flags
- Filing into your CRM, books or drive
- Review queue for low-confidence items
- Naming and folder conventions applied automatically
Works with
If you already use it, we connect to it.
- Google Drive
- OneDrive
- Dropbox
- QuickBooks Online
- Your CRM
What it won’t do
Anything the model isn’t sure about goes to a review queue instead of being guessed.
Industries we work with
- Dental practices
- Law firms
- Real estate agents and teams
- HVAC companies
- Plumbing companies
- Roofing contractors
- Med spas
- Gyms and fitness studios
- Accounting and bookkeeping firms
- Insurance agencies
- Restaurants
- Auto repair shops
- Hair and beauty salons
- Property management companies
- Chiropractic clinics
- Veterinary clinics
- E-commerce brands
- Marketing agencies
- General contractors and remodelers
- Cleaning services
Related playbooks
Smart shared inbox
Every email read, routed and drafted in seconds, so customers hear back fast.
Questions
How accurate is it?
On clean, typed documents it’s very reliable; handwriting is harder. Every field carries a confidence check, and uncertain ones go to a person.
What documents can it handle?
Intake forms, receipts, invoices, applications, IDs for verification workflows, and standard contracts.
Where is the data stored?
In your own systems. We don’t keep copies.
Other services
SI chatbots
Website, text and social chat that answers questions, qualifies leads and books appointments around the clock.
SI receptionist
A voice agent that answers when your team is busy, books appointments, and follows up by text in seconds.
Lead follow-up
Instant, personal replies and well-timed follow-up for every lead from every source.
CRM automation
A pipeline that updates itself: records, tasks, stage changes and clean-up handled automatically.
Appointment booking and reminders
Online booking, smart reminders, intake forms and waitlist refills that keep your calendar full.
See where your week goes
Book a free 30-minute automation audit. We’ll map the work robots can take over and recommend one place to start.