Document Collection Made Easy

Document Collection

Custom Forms
Reminders & Alerts
Workflow Management

Powered By AI

Automated Classification
Document Summaries
Data Extraction & Integration

Document collection with the power of AI

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AI-Powered Document Collection

Spending hours chasing documents only to spend more time reviewing and extracting the data you need?

Experience the efficiency and peace of mind that come with AI-Automation.

Document Collection

Messing around with endless email trails is a waste of your time. Get the documents and forms you need, track progress through to completion, and have everything you need in one place.

AI-Classification

Using advanced machine learning models, automatically classify uploaded documents into relevant categories, summarize key information

Easy For Clients & You

Clients don't always have all the documents and information you need with them when you first ask for it. The client portal let's them know what you need, what you have, what you are waiting for.

Intelligent Summarization

One of the powerful AI capabilities is automated document summarization. Quickly grasp the key information within lengthy reports, contracts, or other complex documents without having to read through the full text.

Informed Decisions

The analytical insights and predictive capabilities of AI-infused document management empower you to make more informed, data-driven decisions

Increased Efficiency

Automating document management tasks like categorization, summaries, and data extraction saves significant time and effort. Be more productive, focus on core business activities, and avoid the costs associated with inefficient processes.

AI-Automation

Using advanced machine learning models, FolioReady automatically classifies uploaded documents into relevant categories or folders.

Identify document types (e.g. invoices, contracts, reports, etc.) based on structural and linguistic patterns
Categorize documents by topic, department, or other custom taxonomies
Use feedback to continuously improve accuracy

Work With Your Clients

The most successful businesses assist their clients by providing guidance through their document upload portal. Provide quality instructions so your clients know what you have and what you need them to upload.