Document Front
Turn documents into reviewed, usable information.
Upload a text PDF or DOCX file, have the agreed fields extracted and validated, let a person review and approve them, and apply the approved data to the right record or task.
The problem it solves
Information arrives in documents and is retyped by hand into other systems. It is slow, mistakes are hard to trace and nobody can easily see who changed what.
How it works
Secure upload
Files are checked for type and size, stored securely and linked to your company and process.
Text and fields
Text is read from PDF and DOCX files, and the agreed fields are extracted and validated against a defined schema.
Honest states
Unreadable, unsupported or damaged files are marked as such. Scanned documents are detected and explained.
Human review
A person reviews and corrects the fields. AI output is kept separate from human-approved values.
Approved use
Sensitive or external actions need approval. Approved data updates the target CRM record or task, with a full history.
What you get
- Structured fields from text PDF and DOCX files
- A review step where AI output and approved values are kept apart
- Approval before sensitive or external actions
- Updates to the right record or task
- A full processing and change history
What launch needs
- Example documents of each type you want to process
- The fields to extract and their validation rules
- Who reviews and who approves
- The record or task that approved data should update
Scope and limits
- Supported formats: text-based PDF and DOCX
- Scanned documents are detected and explained; they are not converted with text recognition
- Not legal advice and not a confirmation that a document is legally valid
- Nothing is applied without human review and approval
See it in a demonstration or start
See a test document become reviewed fields and a real record update in a demonstration, or discuss the documents your team handles.
Connected directions
Every solution runs on the same foundation and can pass information to the others.
- Communication Front
Turn enquiries into the right next step.
Calls, website forms and chat, WhatsApp and Telegram become one recorded enquiry — answered or handed over to a person.
Learn more: Communication Front - Sales Front
Keep opportunities and follow-ups moving.
Leads are qualified, meetings are booked against your calendar and follow-ups get an owner.
Learn more: Sales Front - Support Front
Answer with context. Escalate with clarity.
Answers come from your approved documents with a traceable source; when information is missing, a ticket goes to a person.
Learn more: Support Front - Meetings Front
Turn discussions into accountable action.
Uploaded or typed notes become a reviewed summary, decisions and approved tasks with owners.
Learn more: Meetings Front - Command Front
See what is happening. Control what happens next.
An overview built from real records, with an approval queue and a history of every action.
Learn more: Command Front