Scan it once. Stop touching it.
Smart Intelligent Intake captures the work, structures the work, routes the work, and helps confirm the work keeps moving.
If you don't capture it,you carry it.
Every document someone opens, renames and forwards is work a button could do.
Stop being human middleware.
- FilingTodaySomeone opens every attachment, renames it and decides where it goes.With Smart Intelligent IntakeThe button at the copier says what it is. It is named and filed on the way in.
- ForwardingTodayScans go to whoever "handles that", then get forwarded again.With Smart Intelligent IntakeIt goes straight to the right inbox or folder.
- FindingTodayNobody can find the document, so someone digs.With Smart Intelligent IntakeSearchable PDFs, found by what is written in them.
- DeliveryTodayScan to email fails, gets blocked or quietly never arrives.With Smart Intelligent IntakeDelivery is tracked, so a failed scan shows up instead of disappearing.
Capture it. Understand it. Route it. Confirm it.
- CaptureScan at the copier or from a phone, or send it in by email, upload or form. One front door for the work.
- UnderstandIt becomes a searchable PDF, and the button pressed, or where it came from, says what it is: an invoice, an HR form.
- RouteIt goes to the right inbox, or a folder in SharePoint, OneDrive or Google Drive. No forwarding.
- ConfirmDelivery is tracked, so you know it got there instead of assuming it did.
See it with your own document.
Ask for a demo. Scan any document at our office or from your phone, and in about a minute the result arrives by email: what the document is, its key fields and where it could go next.
A demo reads documents it has never seen, so a field can come back wrong. Your own setup is tuned to your document types.
- Searchable PDF
- SharePoint
- OneDrive
- Google Drive
- Captured
- Understood
- Routed
- Confirmed
Where to start.
- InvoicesScanned to a searchable PDF, named by vendor, invoice number and date, and filed in the accounting folder. Anything odd is flagged.
- HR and onboarding formsForms land in the right secured folder. Nobody forwards personal details around by email.
- Every location, the same wayEach branch scans with the same buttons to the same place.
- Records requestsA membership organization's clubs used to ask head office, who searched microfiche and sent the record back. Now a club enters a date and time and gets the answer straight back.
- Scans that never arriveNo more "my scan didn't come through" calls, because every delivery is tracked.
Start with intake. Add more when it pays.
Intake
Capture, convert, classify and route.
- Works with the devices you have, if they are supported.
- One button per destination, named for the job. No menus, no typing at the copier.
- Searchable PDFs to email, SharePoint, OneDrive or Google Drive.
- People stay in the loop. Nothing is decided automatically.
Connect
Into your business apps.
- Accounting, CRM and other business software, scoped one at a time.
- Built, maintained and supported by us.
- We confirm a connection works before we promise it.
Automate
The whole workflow.
- Data read off the page, approvals routed, exceptions flagged for a person.
- Status you can see at every step.
- Anything that touches money is still approved by a person.
You know what each step includes before you start.And what costs extra. No surprises on the first invoice.
Before you ask.
Do I need a new copier?
No. Intake works with the devices you have, as long as they are supported. We check yours first.
Can it save to our network drive?
Not directly. It saves to email and cloud storage. If a network folder is how you work today, we will walk through the options with you.
Is AI making decisions about our work?
No. Intake captures, sorts and routes the work, and your people decide what happens to it. Devices Capture. Technology Processes. People Decide.
Does it connect to our accounting software?
Possibly. Connecting a business app is its own piece of work, scoped up front, and we confirm it works before we promise it.
What do you need from us?
One workflow, an administrator for your Microsoft 365 or Google Workspace, and a few sample documents.