SOLUTION
Document automation
Document automation moves files and their information through a controlled process: receiving, classifying, extracting, naming, checking, routing and recording them. Secuenzia connects this process to the business systems where the work continues.
Typical problems
- 01Files arrive through different channels with inconsistent names and formats.
- 02People repeatedly read documents to copy the same facts into another system.
- 03Missing documents, approvals or filing steps are noticed late.
What can be automated
- 01Collect, rename, classify and route files to the correct matter, customer or project.
- 02Extract required fields, detect missing documents and create structured summaries.
- 03Update the relevant system, request omissions and run approval workflows.
Example workflow
- 01A PDF arrives by email or secure upload.
- 02The system matches it to the correct record and checks file type and completeness.
- 03AI extracts relevant information; software validates formats and required fields.
- 04Uncertain data is shown to a person with the source document.
- 05The approved file is named, stored, recorded and passed to the next step.
Where AI may be used
AI is useful for interpreting varied layouts, handwriting-quality scans, clauses or free text. Deterministic validation then checks identifiers, formats, required fields and destination rules.
Where people stay in control
A person can confirm ambiguous extraction, approve sensitive documents and decide any professional conclusion. Original documents remain available for verification.