Category: Legal Notice → HOA / Compliance
Action: Draft acknowledgement & escalate to Ops.
AI-ORCHESTRATED WORKFLOWS
Transform every document into actionable intelligence
i-doc-assistant.ai liberates teams from manual reading and typing. Upload any business, personal, or legal document and let our AI co-pilot classify, summarize, extract key data, draft replies, and archive it all in seconds.
- 95%
- Reduction in manual review
- 60+
- Document types supported
- 24/7
- Automated responses & routing
Metadata captured:
- Vendor: Skyline Repairs
- Amount: $2,480.00
- Due date: 12 Nov 2024
“Hello Maria, we’ve archived your updated lease agreement. Our compliance team has addressed the amendments and attached the countersigned copy.”
Unified AI platform
Every step of document work, orchestrated end-to-end
From ingestion through archiving, i-doc-assistant.ai centralizes the lifecycle of business-critical paperwork so that teams can focus on decisions—not data entry.
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Intelligent intake
Import PDFs, scans, emails, and photos. OCR, handwriting recognition, and auto-cleaning ensure nothing is missed.
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AI classification
Gemini-powered classifiers label by matter type, urgency, and compliance rules tailored to your organisation.
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Deep understanding
Extract entities, obligations, balances, and sentiment to surface what needs attention right now.
✉️
Automatic responses
Generate polished emails, response letters, and task notes aligned to your tone-of-voice and brand templates.
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Collaborative reviews
Route approvals, collect feedback, and track audit trails inside a single secure workspace.
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Smart archiving
Store structured records with retention policies, search filters, and ready-made export packs.
Solutions for every document-heavy team
Tailored workspaces for business, legal, operations, and finance
Stay ahead of service-level agreements
- Automated escalation of compliance notices and renewals.
- Instant drafting of stakeholder communications.
- Dashboards for open tasks, obligations, and risk levels.
Legal-grade precision with audit trails
- Clause comparison across precedents and contracts.
- Evidence vault with time-stamped activity logs.
- Secure collaboration with outside counsel.
Reconcile payables in a fraction of the time
- Line-item extraction for invoices, receipts, and bank letters.
- Alerts for payment anomalies and duplicate charges.
- ERP-ready exports and approval workflows.
Personal and family offices, organized
- Estate, insurance, and education paperwork in one vault.
- Automatic reminders for renewals and critical dates.
- Secure sharing with trusted advisors and loved ones.
Workflow automation
AI suggestions that keep work moving forward
Use AI to orchestrate next steps: route to the right teammate, propose decisions, populate systems of record, and track outcomes. No more copying from PDF to spreadsheet.
- Guided responses with tone, attachments, and due dates.
- Policy-aware recommendations for approvals and escalations.
- Integrations for CRM, case management, and ticketing tools.
42k+
Automated actions executed every day
Suggested Actions
- Draft reply to tenant regarding lease renewal. Generated
- File insurance certificate into Compliance / Q4. Queued
- Update CRM record with new contact address. Synced
Live Monitoring
- Response SLA
- 99.2% met
- Documents auto-routed
- 312 today
- Exceptions pending
- 4 flagged
Security & trust
Enterprise-grade controls without the enterprise overhead
Your documents are encrypted at rest and in transit. Configure data residency, retention, and least-privilege access in minutes.
Compliance
GDPR, SOC 2 Type II, HIPAA-ready architecture.
Granular permissions
Role-based access with multi-factor authentication options.
Auditability
Immutable audit trails with one-click export and reporting.
Data stewardship
Choose cloud region, configure retention, and monitor usage.
From upload to insight
See how i-doc-assistant.ai works in four simple stages
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Capture
Upload individual files, bulk batches, or connect shared inboxes.
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Understand
Our AI reads every page, extracting structured data and context.
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Decide
Receive recommendations, assign owners, and automate responses.
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Preserve
Archive, search, and audit with confidence and full traceability.
Product tour
Experience document automation without friction
Watch how teams configure workflows, collaborate in real-time, and deploy AI assistants that understand your language.
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See the i-doc-assistant.ai workspace in action.
Customer stories
Document-heavy teams reclaim hours every week
“We reduced our document triage time from three days to under an hour. The AI-generated responses are on-brand and ready to send.”
Director of Operations, Property Management Group
“Finally, a system that reads our contracts like a paralegal. The audit trail keeps our regulators happy without slowing us down.”
Chief Legal Officer, Financial Services Firm
“Our family office can now keep medical, education, and real estate paperwork organised with proactive reminders. It feels effortless.”
Personal Client Services Lead
Simple pricing
Scale from a single team to enterprise operations
Launch
$49/month
For focused teams getting started
- Up to 3 team workspaces
- 1,000 pages processed monthly
- Email draft automation
- Secure document vault
Growth
$189/month
Best for scaling operations
- Unlimited workspaces
- 10,000 pages processed monthly
- Custom routing workflows
- CRM & ticketing integrations
Enterprise
Let’s chat
Designed for regulated industries
- Unlimited processing & storage
- Dedicated AI success team
- Private cloud deployment
- SOC 2 & HIPAA onboarding
Frequently asked questions
Everything you wanted to know about i-doc-assistant.ai
We blend custom-trained language models with OCR and structured parsers. The system quickly adapts to your templates and learns from reviewer feedback to keep improving classifications and suggestions.
Yes. Configure playbooks that draft replies, assign reviewers, and wait for approvals before sending. Integrations ensure final responses ship from your existing email or CRM systems.
Multi-factor authentication, SSO/SAML, IP allow-listing, and detailed audit logs are built-in. You can also configure custom data retention windows and redaction policies.
Most teams launch within a week. Upload sample documents, choose a template workspace, and our onboarding specialists will guide your automations and integrations.
Ready to give your team an AI document co-pilot?
Start a free 14-day trial or partner with our solution architects to tailor i-doc-assistant.ai to your workflows and compliance needs.
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