Meet the Agents
Each agent is a specialized AI worker focused on a specific task in your document workflow
Document Intake Agent
Captures client uploads, automatically assigns document types, stores files securely to AWS S3, and links them to the correct client and case
Client uploads, metadata forms
Organized files in S3, document registry
Integrates with:
AWS S3, Client Portal
Document Validation Agent
Verifies correct document type, checks date ranges for relevance, assesses completeness and legibility, detects duplicates, and flags issues for review
Uploaded documents, validation rules
Validation status, issue flags, confidence scores
Integrates with:
Dashboard, Notification System
Data Extraction Agent
Extracts key fields including names, dates, amounts, invoice numbers, VAT IDs, and account numbers into structured JSON for downstream use
Validated documents
Structured data (JSON), extracted fields
Integrates with:
Database, Accounting Systems
Missing Documents Agent
Maintains checklist state, calculates completion progress (e.g., 4/11 documents), identifies missing items, and prioritizes by deadline proximity
Checklist templates, received documents
Progress metrics, missing document lists
Integrates with:
Dashboard, Reminder Agent
Reminder & Follow-up Agent
Sends smart reminders at configurable intervals (J-14, J-7, J-2), personalizes messages based on missing items, and escalates urgent cases
Missing documents, deadline dates, client contact info
Email reminders, SMS notifications, escalation alerts
Integrates with:
Email/SMS Gateway, Dashboard
Compliance & Audit Agent
Maintains complete audit trail of all actions, enforces retention policies, tracks access and modifications, and produces evidence pack exports
All system events, document metadata
Audit logs, compliance reports, evidence packs
Integrates with:
Archive System, Reporting Dashboard
Integration Orchestrator Agent
Triggers n8n workflows based on document events, syncs metadata to SharePoint/Odoo/Sage, coordinates multi-step processes, and handles API calls and exports
Document events, integration configs
Workflow triggers, API calls, data syncs
Integrates with:
n8n, Third-party APIs, Accounting Systems
See the Agents in Action
Book a personalized demo to see how these agents work together in your specific workflows
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