Process Document Intake Messy uploads → sorted, filed, and flagged

←→ to step

Acme Corp

New client onboarding

Form received Filed · 1 missing

SubmittedMar 11, 2026 · 9:41 AM

Files attached6 documents

Uploaded files

Your Company / Acme Corp

From template

⚡

AI classify & rename

Open & read

High confidence

0

Read & extracted

0

Onboarding checklist

Required to start the project

0 / 6

Signed master agreement

NDA

Project brief

Brand assets / logo pack

Point of contact details

Missing

Billing info / W-9

@

Operations notified

Email sent

Subject: Acme Corp onboarding — 1 item still needed 6 documents processed and filed to /Your Company/Acme Corp/. Outstanding: Point of contact details. Request from client

L

Logged to processed entries

Row added

Client

Files

Date

Status

Acme Corp

6

Mar 11

5 / 6

1

A client submits a packet

A new form arrives with a stack of attached documents — named however the client felt like.