Solutions
59 working agent solutions — configured to your book, governed by your policy. Page 1 of 3.
Extracts and reconciles plan data from Form 5500 filings, payroll files, and plan documents — continuous compliance monitoring, every figure traced to source.
Turns signed contracts into running onboarding projects — provisioning, checklists, and milestone tracking generated from the deal documents, fully traceable.
Correlates ERP logs, approvals, and communications into one verified timeline per transaction — full-population audit coverage instead of sampling.
Digitizes batch records — scanned, printed, or handwritten — validates every entry against the master record, and routes deviations to QA for sign-off.
Reads claim packets — EDI 837s, HCFA and UB-04 forms, medical attachments — validates codes against payer policy, and flags anomalies with audit traceability.
Validates clinical study protocols against regulatory guidance, internal SOPs, and their own tables and text — before amendments get expensive.
Turns scattered clinical notes, labs, and imaging reports into source-linked discharge summaries care teams can verify at the point of care.
Extracts and normalizes operating metrics from filings, transcripts, and decks so analysts compare peers on one taxonomy — with every number cited to source.
Monitors competitor filings, pricing pages, job posts, and announcements; separates strategic signals from noise and maps changes to a cited timeline.
Runs compliance investigations as structured cases — evidence gathered across systems, timelines assembled, narratives drafted, every step traceable.
Extracts obligations from regulations, maps them to internal policies and controls, and tracks adherence with evidence — a live, audit-ready record.
Reads incoming cases across email, chat, and voice; classifies intent and urgency, routes work to the right resource, and guides agents with context.
Ingests contracts in any format, extracts terms, obligations, and risks with clause-level citations, and monitors renewals and deviations at portfolio scale.
Extracts obligations, commitments, and risk clauses from contracts, then tracks deadlines and deviations — every item mapped to its source clause.
Reviews every sales and support conversation — calls, chats, email — and turns each one into scored, evidence-linked performance and compliance data.
Normalizes corporate action announcements from messages, vendor feeds, and exchange PDFs into one validated event record, with lineage to each source.
Maps SLAs, entitlements, and penalty clauses from signed contracts to live support tickets, so teams service what was sold — with clause-level proof.
Turns calls, tickets, surveys and social posts into structured, quantified customer intelligence — with every theme traceable to real feedback.
One control plane for enterprise documents — ingest from every channel, classify, extract and route, with a live view of volume, backlog and exceptions.
A single front door for inbound documents — ingests every channel, classifies and cleans each file, then routes it to the right workflow with a receipt log.
Turns unsearchable PDFs, scans, and shared-drive files into a classified, searchable repository with automatic metadata, lineage, and audit history.
Reviews every contract, filing, and disclosure in the data room, surfaces material risks like change-of-control triggers, and cites each finding.
Culls, clusters, and ranks case data from emails, chats, and files so legal teams review what matters — privilege screened, chain of custody intact.
Monitors filings, publications, and news for evolving themes, classifies signals by materiality, and traces every insight to a verified source.