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What to do when documents are piling up
Paperwork piles up differently depending on what it is. Here is a first step for each kind of document.
Invoices, receipts, statements
File financial paperwork into your system automatically
Invoices and statements follow predictable layouts, which makes them good candidates for automatic filing, with a person reviewing anything unclear.
Count how many come in per week and write down where each one ends up today.
If only a few dozen invoices and statements come in each month, a clean folder system and a naming rule beat new software.
Scope depends on how many arrive, how many different layouts they come in, and where each one needs to end up. If your accounting software can already capture receipts or import statements, start there. Custom work is quoted after a look.
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Contracts or legal files
Make your contracts searchable before anything else
With legal files the first win is finding things, not writing them. Organized, searchable files with a clear review step come before any AI drafting.
Write down the last three times you went looking for a clause or a file, and how long each search took.
If those searches are rare and quick, a clean folder system and a naming rule beat new software.
Scope depends on how many files there are, whether they're scanned paper or digital, and what you need to find in them. If they already live in a shared drive, its built-in search may cover the first step once the files are organized. Custom work is quoted after a look.
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Forms from customers
Collect customer forms digitally from the start
If forms arrive on paper or as scans, the cheapest fix is often collecting them digitally in the first place, so nobody has to retype them.
Check how many of your forms could be filled out online today. Most can.
If a tool you already use can put the form online, start there before paying for anything new.
Scope depends on how many forms you use, how long they are, and where the answers need to go. A form tool you already have may cover the first step. Custom work is quoted after a look.
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A mix of everything
Pick one document type and get it sorted automatically
Start with the document you handle most. Get it named, filed, and searchable, with a person checking the results, before touching the rest.
Pick your most common document and write down the three things you always look for in it. That list is the spec.
If it's a few dozen documents a month, a clean folder system and a naming rule beat new software.
Scope depends on which document type you start with, how many of them arrive, and where they need to go. The first step may be a folder system and a naming rule in the storage you already use. Custom work is quoted after a look.
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Research and document workflow for legal support
Large volumes of material organized and verified with source traceability. AI helped; it never replaced source review.
See document intelligenceGet your own first step
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