Document workflow demo

Find missing documents before the next follow-up.

Enter your checklist and document metadata using fictional or redacted examples. The result points to missing or uncertain details so you can decide whether this is a useful workflow to pilot.

Try the demo ↓Discuss a document-workflow pilot →

The preloaded examples are fictional. Use fictional or redacted metadata only. The fields are checked in this browser; no document files are uploaded.

Editable metadata

Check a fictional document set

Change names, periods, versions, pages, and associations to see how the review list changes. This demo checks metadata only. It does not read files or decide whether a legal document is sufficient.

Before / after · fictional example

A small review list can make the next call specific.

Before

3 requested records: a deed, a lease, and an identity statement.

After

4 received entries: an old deed, two lease copies, and one unassigned scan.

Example result: 1 missing request (identity statement), 2 requests need review (old deed and duplicate lease), and 1 unassigned scan. The example is fictional; every result still requires staff review.

Start with a fictional set:

1. What should be present?

Add the documents your fictional checklist expects. Use redacted names and metadata only.

Requested document 1
Requested document 1 — Document name
Optional metadata
Requested document 1 — Party or ownerRequested document 1 — Period startRequested document 1 — Period endRequested document 1 — Version numberRequested document 1 — Page count
Leave fields blank when the checklist does not require them. For received documents, a blank value means unknown and can be flagged when the request expects it. Dates must use YYYY-MM-DD; version and page values must be whole numbers.
Requested document 2
Requested document 2 — Document name
Optional metadata
Requested document 2 — Party or ownerRequested document 2 — Period startRequested document 2 — Period endRequested document 2 — Version numberRequested document 2 — Page count
Leave fields blank when the checklist does not require them. For received documents, a blank value means unknown and can be flagged when the request expects it. Dates must use YYYY-MM-DD; version and page values must be whole numbers.
Requested document 3
Requested document 3 — Document name
Optional metadata
Requested document 3 — Party or ownerRequested document 3 — Period startRequested document 3 — Period endRequested document 3 — Version numberRequested document 3 — Page count
Leave fields blank when the checklist does not require them. For received documents, a blank value means unknown and can be flagged when the request expects it. Dates must use YYYY-MM-DD; version and page values must be whole numbers.

3 of 20 requested documents

2. What arrived?

Add what you received and choose the exact requested document for each item. Leave it unassigned when the relationship is unknown.

Received document 1
Received document 1 — Document name
Received document 1 — Requested document association
Optional metadata
Received document 1 — Party or ownerReceived document 1 — Period startReceived document 1 — Period endReceived document 1 — Version numberReceived document 1 — Page count
Leave fields blank when the checklist does not require them. For received documents, a blank value means unknown and can be flagged when the request expects it. Dates must use YYYY-MM-DD; version and page values must be whole numbers.
Received document 2
Received document 2 — Document name
Received document 2 — Requested document association
Optional metadata
Received document 2 — Party or ownerReceived document 2 — Period startReceived document 2 — Period endReceived document 2 — Version numberReceived document 2 — Page count
Leave fields blank when the checklist does not require them. For received documents, a blank value means unknown and can be flagged when the request expects it. Dates must use YYYY-MM-DD; version and page values must be whole numbers.
Received document 3
Received document 3 — Document name
Received document 3 — Requested document association
Optional metadata
Received document 3 — Party or ownerReceived document 3 — Period startReceived document 3 — Period endReceived document 3 — Version numberReceived document 3 — Page count
Leave fields blank when the checklist does not require them. For received documents, a blank value means unknown and can be flagged when the request expects it. Dates must use YYYY-MM-DD; version and page values must be whole numbers.
Received document 4
Received document 4 — Document name
Received document 4 — Requested document association
Optional metadata
Received document 4 — Party or ownerReceived document 4 — Period startReceived document 4 — Period endReceived document 4 — Version numberReceived document 4 — Page count
Leave fields blank when the checklist does not require them. For received documents, a blank value means unknown and can be flagged when the request expects it. Dates must use YYYY-MM-DD; version and page values must be whole numbers.

4 of 40 received documents

Optional browser agent

Enable my browser agent for this demoAn enabled browser agent receives results for the metadata it supplies. It cannot read your existing fields through this tool.

Manual checking remains available when the browser agent is disabled.

Start with one checklist

Choose one repeatable request and define what “ready for review” means to your team.

Keep the examples safe

Use redacted or fictional records while you learn where staff judgment is still needed.

Scope the next step

Bring the demo result to a free fit call. Any paid scope and fee is agreed in writing first.

Find missing documents before the next follow-up.

Check a fictional document set

A small review list can make the next call specific.

Requested document 1

Requested document 2

Requested document 3

Received document 1

Received document 2

Received document 3

Received document 4

Optional browser agent

Start with one checklist

Keep the examples safe

Scope the next step