Document Collection Made Easy
Document Collection
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Custom Forms
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Reminders & Alerts
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Workflow Management
Powered By AI
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Automated Classification
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Document Summaries
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Data Extraction & Integration
Document collection with the power of AI
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 Your 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 and 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.
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Identify document types (e.g. invoices, contracts, reports, etc.) based on structural and linguistic patterns
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Categorize documents by topic, department, or other custom taxonomies
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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.
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Give clear instructions to your clients
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Share changes required, get feedback faster
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Keep your client's documents safe
