Intelligent document intake
IN A BIT Post: Intelligent document intake
Turn scanned post, portal downloads and incoming files into structured, automated workflows.
- Post + portals + files
- One connected document intake
- Client, case or record
- Matched to the right destination
- Human review
- For uncertain matches
Designed for real operations
Every incoming document, understood and put where it belongs.
IN A BIT Post monitors designated folders and document sources, identifies what each document relates to, extracts key information and automatically files it against the correct client, case or record. It connects to Proclaim, Actionstep and any API-enabled case, practice or document management system.
Scanned incoming post
Process scanned correspondence as part of the same intake workflow as your digital documents.
Third-party portal downloads
Classify and file documents downloaded from external portals into designated document sources.
PDFs and Office documents
Monitor designated folders for incoming PDFs and Office files, ready for classification and processing.
Bulk document imports
Process batches of incoming documents rather than sorting and filing each item by hand.
Files from other business systems
Bring exported files into a structured workflow and match them to the records they belong to.
Where the time goes
The document arrives. The administration starts.
- Scanned post waits for someone to read it, identify the client and find the right record.
- Portal downloads and incoming files accumulate in folders outside the case workflow.
- Key information is copied out of documents before the next task can begin.
- An unclear reference can lead to a document being filed against the wrong client or case.
How it works
A controlled rollout, start to finish
STEP 1
Monitor the sources
We configure designated folders and document sources for scanned post, portal downloads, incoming files and bulk imports.
STEP 2
Classify and match
Documents are identified by type and matched using client names, reference numbers, claim numbers or other identifying information.
STEP 3
Extract and file
Key information is extracted and confidently matched documents are filed directly into the correct client, case or record in your connected system.
STEP 4
Trigger or review
Extracted information can trigger the next workflow stage. Anything that cannot be matched confidently goes to an exception queue for human review, not an automatic guess.
Capabilities
What it handles day to day
Document classification
Identify the document type so incoming files can follow the appropriate workflow.
Client and case matching
Use names, reference numbers, claim numbers and other identifiers to locate the correct record.
Key information extraction
Capture useful information from documents without manually retyping it into another system.
Automatic document filing
File confidently matched documents into Proclaim, Actionstep or another API-enabled case, practice or document management system.
Connected workflow triggers
Use extracted information to start the next stage of your agreed business workflow.
Human-reviewed exceptions
Send uncertain matches to an exception queue for human review rather than risking a wrong filing decision.
Works with
Every IN A BIT product integrates with your case and practice management systems — including Proclaim and Actionstep — and with any other platform that exposes an API.
Alongside IN A BIT Mail
Email, post, portal or file. If it comes into your business, we can classify it, understand it and put it where it belongs.
Explore IN A BIT MailYour document workflow
Confident filing. Human judgement where it matters.
Define your document sources, matching rules and destination systems with us before rollout.
Common questions
A useful first conversation