Document intake command center
- Before
- Staff manually read client emails and compare documents against a checklist.
- After
- A structured intake layer summarizes requests, identifies missing items, and prepares bilingual response drafts for review.
- Output
- Client summary, missing-document checklist, reply draft, and follow-up queue.
- Typical tools
- Email inbox, shared checklist, Google Sheet, bilingual templates.
- Best for
- Tax, immigration, education, mortgage, insurance, and consulting teams.