Service businesses · Contracts & documents
Contracts and protocols filed by themselves
Every incoming file is recognised, renamed to a standard name and filed in the right protected folder with the owner notified.
- Avg. time saved
- 2–5 h/week· ≈ 15 h/month
- Rollout
- CoreDays 15–35
- Who it is for
- B2B and B2C service providers
In short
Contracts and protocols filed by themselves: Every incoming file is recognised, renamed to a standard name and filed in the right protected folder with the owner notified. It typically gives back 2–5 hours a week to whoever does this by hand today. Built for: B2B and B2C service providers.
Typical hours saved per week for the people doing this by hand today, from the 2026 report's ranges. The AI writes what that time makes possible.
Example
Comes in
Signed contract arrives as an email attachment
The AI
- Recognises, renames, files it
Comes back
2026-09-20_Contract_KissKft_Signed.pdf in Clients/Kiss Kft; owner notified
Steps
- 1Classify the document type
- 2Standard rename
- 3File and notify
Similar solutions
- Handwritten worksheet OCR digitisationA photo of the hand-filled, signed paper worksheet becomes a printable digital PDF protocol saved to the system.3–6 h/week
- Intake forms and consents signed before the visitMedical history, GDPR consent or client identification forms go out with the booking, are signed on the phone, checked for gaps and filed under the client before they walk in.2–5 h/week
- Maintenance certificates and warranty sheets written by themselvesAfter an annual boiler or AC service the certificate, refrigerant log and warranty sheet are generated from the worksheet data with serial numbers and measured values, and emailed to the customer the same day.1–3 h/week
- Missing client documents chased automaticallyAccounting and law offices spend hours asking clients for the same missing invoices, IDs and statements.2–5 h/week
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