Use natural language to search within large PDFs, legal documents, or scanned compliance files — without ever scrolling.

• Search across long-format legal contracts, leases, or financial agreements
• Instantly locate sections like termination clauses or renewal terms
• Help legal, compliance, and customer support teams work faster
• Seamlessly integrated with Salesforce record context

Use AI to extract relevant fields from uploaded documents and sync them into Salesforce records automatically.

• Pull fields from KYC docs (name, address, SSN) into onboarding flows
• Extract intake data from HIPAA-compliant medical forms
• Read itemized invoice tables and auto-log transactions
• Extract handwritten data or detect text in scans and business cards

Let AI verify form completeness, match documents to checklists, and validate signatures before routing to approvers.

• Auto-classify uploaded files (e.g., W-2, Driver’s License, Passport)
• Match uploads to document checklists (e.g., for mortgage or insurance claims)
• Detect missing signatures, blurred scans, or incomplete forms
• Reconcile form inputs with existing Salesforce data

Use AI to derive meaning from documents: summaries, insights, emotional tone, or financial calculations.

• Summarize legal exhibits, real estate appraisals, or benefit statements
• Analyze tone in customer assessment forms or patient surveys
• Perform financial calculations from uploaded spreadsheets or forms
• Use fuzzy matching to compare contracts with Salesforce records

Split, rename, and route documents to the right record,. Whether it’s a single PDF with multiple documents or a bulk upload, AI helps segment and organize it all in Salesforce.

• Auto-split mortgage application packets into W-2s, IDs, credit reports
• Rename documents using extracted metadata (e.g., “Smith_KYC_July2024.pdf”)
• Automatically route each file to the right Opportunity, Case, or Contact
• Maintain organized folders and versioning inside external storage