Invoice intake
RunningWhen
An invoice arrives in Inbox / Invoices
It
- Reads vendor, amount and PO number
- Files it under the vendor
- Flags mismatches for a person
FreeTry everything with 25 free AI actions
Every document, handled.
docaigent is the AI document platform. Keep everything in one smart repository, ask it anything in chat, let agents work every new file, and generate the letters, notices and packets that go out. Connect your enterprise repositories and run whole processes when you are ready.
- No card to start
- Your permissions apply
- A person approves what matters
- Classified a scanned invoice
- Placed 12 documents on legal hold
- Generated a renewal notice
- Summarized a 40-page contract
- Filed a claim form to its case
- Sent an agreement for signature
- Answered: which leases expire in Q2?
- Applied a retention schedule
- Split a 60-page packet into documents
- Drafted a reply on your letterhead
- Flagged a missing signature
- Charted spend by vendor
- Opened a case for review
- Published a policy pack
- Found every contract that mentions indemnity
- Shared a folder with an expiring link
docaigent in four minutes
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The platform
Everything documents need, in one place.
Every plan starts with the repository and chat. Add Document Studio, agents, case desks and enterprise connectors as your work grows. Every part uses the same agent, the same permissions and the same repository.
In every plan
Repository
Folders and workspaces, versions and metadata, with records management built in. Search understands what a document means, not only the words in it.
- Workspaces for every client, case or project
- Versions, audit trail and metadata
- Retention, record series and legal holds
- Secure share links that expire
Repository · in every plan
A repository that knows what is inside it.
Every organization gets its own repository, ready the moment you sign up. Upload or scan your documents and they are read, indexed and searchable, with the governance that regulated work needs already built in.
- Folders and workspaces
- A workspace for every client, case or project, built from your own templates.
- Versions and metadata
- Every version kept, every change on the audit trail, fields that fit your documents.
- Search by meaning
- Find the clause, the claim or the letter by what it says, not the file name.
- Records and legal holds
- Retention schedules and record series, and holds that stop anything being deleted.
- Permissions and sharing
- Groups and access per folder, and share links that expire on their own.
- View, annotate, redact
- Read documents in the browser, comment on them, and redact before you share.
water damage claims over 50kBy meaning
DOCCLM-20418 · Adjuster report.docxOn hold
Claims / 2026 / CLM-20418
…a burst pipe under the kitchen sink flooded the ground floor; repair estimate £62,400…
DOCCLM-20377 · First notice of loss.pdfv3
Claims / 2026 / CLM-20377
…roof leak after the storm damaged stock in the warehouse, claimed at $84,000…
Only documents you are allowed to see
Chat · in every plan
Ask your repository. Then act on it.
docaigent works with your documents through the same permissions you have. Every answer comes from the repository, and every step it takes is shown as it happens.
- Find anything
- Plain-language search across folders, workspaces and metadata.
- Read and summarise
- PDFs, Office files and scans (with OCR), with the source one click away.
- Chart it
- Turn search results and spreadsheets into charts and tables in the answer.
- Act on it
- Upload, file, share, set holds, start workflows and send for signature.
dAdocaigent
Show me all contracts expiring in Q1 2026
Search Documents
Found 3 contracts expiring in Q1 2026:
| Document | Type | Expires |
|---|---|---|
| Acme Corp SLA | Service Agreement | Jan 31, 2026 |
| Wayne Ind. NDA | Non-Disclosure | Feb 15, 2026 |
| Globex Lease | Lease Agreement | Mar 10, 2026 |
Ask docaigent about your content...
Insights · in every plan
One pane of glass over all your content.
Ask for a report and get a dashboard: stat tiles, charts and tables built from the documents themselves, across every repository you connect. Flip any chart to the table behind it in one click.
Build me a dashboard of every open claim, across all our repositoriesLive
Open claims
1,284
+6% vs last quarter
Avg. cycle time
4.2 days
−18% vs last quarter
On legal hold
212
+14 vs last quarter
Documents read
48,903
+9% vs last quarter
Claims opened by month
2027By status
- Approved46%
- Assessing27%
- New17%
- Escalated10%
Documents read by agents, per week
+34% this quarterWhere the documents live
- docaigent repository52%
- On-premises repository31%
- Cloud repository17%
Ask in plain words
No query language and no report builder.
Every repository at once
The built-in one and every one you connect.
From the documents themselves
Numbers read from contracts, claims and invoices.
Agents · Pro
Agents that work every new document.
Describe the job the way you would brief a colleague. docaigent writes the agent's instructions and picks its tools; you choose the folders it watches. From then on, every new file is handled the moment it arrives.
- ArrivesA file lands in a watched folder
- ReadsText, tables and scans
- DecidesAgainst your instructions
- ActsFiles, tags, holds, drafts
- RecordsEvery step logged
Contract watch
RunningWhen
A signed contract is uploaded to Legal
It
- Extracts parties, term and renewal date
- Fills in the contract fields
- Drafts the renewal reminder
Records clerk
RunningWhen
Anything lands in Records / Incoming
It
- Classifies it under the right series
- Applies the retention schedule
- Places a hold if a matter is open
Under control by design. Each agent gets only the tools you allow, runs as a member of your organization, and logs every action with what it cost.
Build your first agent →Document Studio · Pro
Generate everything that goes out.
Customer letters, notices, contracts, statements and full packets, written by AI from a sentence or merged from your templates. Every document comes out on your letterhead, is saved to the repository, and can go straight out for signature.
LettersNoticesContractsFormsStatementsPoliciesReportsWelcome packsRenewalsCertificates
TemplateRenewal notice
Dear {{customer.name}},
Your policy {{policy.number}} renews on {{policy.renewal_date}}. Your new premium is {{policy.premium}}.
AI paragraph: explain what changed, in plain words
Straight out of Document Studio
Real generated documents · the companies are fictitious
Describe it
A sentence is enough. AI writes the document in your tone, with your facts.
Templates
Your letters and forms with fields that fill from your data.
Packets
Several documents generated together and kept as one set.
Personalized batches
One template, every recipient, each one a document of its own.
On brand
Your letterhead, typography and layout on every page.
Publish and send
Saved to the repository, shared by link or sent for signature.
Case desks · Pro
Every case, from intake to signature.
A case desk is an inbox of work with an agent behind it. The agent does the reading, checking and drafting. Your team makes the decisions.
Documents arrive and open a case, with everything it needs attached.
dACase desk4 open
CASE-1042New
Contract renewal
CASE-1041Approved
Vendor onboarding
CASE-1039Ready for review
Expense exception
CASE-1038New
Access request
CASE-1042
Contract renewal
3 documents received
PDFRenewal noticeReceived today
PDFMaster agreementFrom the repository
XLSQ3 usage reportAttached
A person approves
The agent proposes; your team decides. Approvals are explicit, per case.
Real documents out
Letters and notices are drafted as PDFs on your letterhead and sent for e-signature.
Filed where it belongs
Outputs and signed copies land in the case workspace in your repository.
Any process
The desk is the engine. The process is yours.
A desk is configured, not coded. Describe the inputs, the rules, the outcomes and the outputs, and the same engine runs the work, whatever your business calls it.
ApprovalsClaimsRequestsInvestigationsOnboardingCompliance reviewsExceptionsDisputesRenewalsAudits
1
Inputs
Which documents open a case, and where they come from: uploads, scans, a watched folder or a workspace.
2
Rules
Your policies, in plain language: what to check, what to compare, when to escalate.
3
Outcomes
The decisions a case can end in, and who has to approve each one.
4
Outputs
What happens next: letters drafted, signatures requested, holds applied, workflows started, records filed.
Solutions
Processes every industry runs on.
Insurance01
Claims intake and triage
Every first notice of loss read, checked against the policy and routed before an adjuster opens the file.
Fast-trackAssign adjusterRefer to SIUReservation of rights
See the deskBanking02
Loan origination
Every application checked against its documents and conditioned, ready for an underwriter's decision.
ApproveApprove with conditionsSuspendDecline
See the deskReal estate & capital markets03
Acquisition due diligence
Every document in the data room checked against the deal, with the issues that move the price in front of the investment committee.
ProceedProceed with conditionsRe-priceWalk away
See the deskLife sciences04
Deviations and CAPA
Manufacturing deviations assessed against the batch record, procedures and history, ready for Quality to sign.
MinorMajorCriticalCAPA opened
See the deskEnterprise connectors · Enterprise
Already run an enterprise repository? Plug it in.
Connect the on-premises and cloud content repositories your organization depends on, and put the whole platform to work on them, without moving a single document.
- No migration
- Content stays where it lives, governed the way it already is.
- Same experience
- Chat, agents, document generation and case desks work on every repository alike.
- Your permissions
- docaigent acts through each connection, so people see what they already may.
- Mix and match
- Use the built-in repository and your enterprise repositories side by side.
Security and control
Autonomy you can account for.
docaigent never sees more than you do, asks before it does anything that cannot be undone, and shows its work at every step.
Your permissions apply
People and agents see only what they are allowed to, in the built-in repository and through every connection.
A person approves what matters
Destructive actions ask first, and every case outcome waits for a decision from your team.
Every step on the record
Each tool call is shown as it happens, and every change lands on the audit trail.
Isolated and encrypted
Each organization’s content is kept apart from every other and encrypted with its own key.
Sign in your way
Two-factor authentication, single sign-on with your identity provider, and sessions you can revoke.
Our cloud or yours
Use docaigent as a service, or run a dedicated installation inside your own infrastructure.
Your data stays yours. Request a complete export of everything your organization holds, documents, versions, metadata and audit history, as one encrypted archive, at any time.
Pricing
Try everything free. Then pick a plan.
Every organization starts with 25 free AI actions across chat, agents, Document Studio and case desks. Keep going on Base, or on Pro when the AI should do the work.
Free
$0
25 AI actions on us, no card needed
Try everything with your own documents: chat, an agent, Document Studio and a case desk.
- 1 agent and 5 generated documents
- One case desk to try
- 50 MB of storage
- Keep your documents when you upgrade
Base
$39
per user a month, billed annually · 3-user minimum
Your organization's AI document repository, with AI chat for everyone on your team.
- Workspaces, versions and metadata
- Records, retention and legal holds
- Search by meaning and AI chat
- View, annotate, redact and share
- Roles and two-factor sign-in
Most teams
Pro
$99
per user a month, billed annually · 5-user minimum
Everything in Base, plus the AI that does the work.
- Agents that handle every new document
- Document Studio
- Case desks: try any, run one on your own cases
- E-signature with your own signing account
Enterprise
For regulated organizations that need docaigent inside their own walls: everything in Pro plus your own repositories, in a dedicated installation, on terms that fit. Priced for your organization.
- Content Server and Core Content connectors
- Dedicated installation in your cloud or data center
- Single sign-on and your own encryption keys
- Premium support and custom terms
Case desks in production are priced per desk, with your case volume included. How case desks and services are priced
Prices in US dollars. Paid plans include a fair-use allowance of AI actions per user; an AI action is one chat message, one agent run on a document, or one generated document.
Questions
Good to know.
The short answers. Everything else is easier to see for yourself, with 25 free AI actions.
How does the free trial work?
Every new organization gets 25 free AI actions to try everything: chat, an agent, Document Studio and a case desk. An action is one chat message, one agent run on a document, or one generated document. After that, choose Base or Pro to keep going; your documents stay where they are.
What is in each plan?
Base ($39 per user a month) is your repository with AI chat. Pro ($99 per user a month) adds Agents, Document Studio, Case desks and e-signature. Enterprise adds connectors to the repositories you already run, single sign-on, premium support and a dedicated installation. Enterprise and case desks in production are priced for your organization; see the pricing page.
Do we have to move our documents?
No. Start fresh on your own docaigent repository, or add enterprise connectors and work on the repositories you already run, where the content already lives.
What can an agent do on its own?
Only what you allow. Each agent gets a list of tools, acts as a member of your organization with that member’s access, and logs every step. Anything that cannot be undone asks a person first.
What kinds of documents can it generate?
Letters, notices, contracts, forms, statements, policies, reports and full packets. Describe one in a sentence or start from your own template; each comes out on your letterhead and is saved to the repository.
What is a case desk?
An inbox for one process, such as claims or onboarding. Each case arrives with its documents, the agent assesses it and drafts the outputs, and a person approves the outcome before anything goes out.
Can we run docaigent in our own cloud?
Yes. Besides the hosted service, docaigent runs as a dedicated installation inside your own infrastructure, with your identity provider and your keys.
Put your documents to work today.
Create your organization in a minute, upload a few documents and ask your first question, with 25 free AI actions. Try agents, Document Studio and a case desk too, then pick the plan that fits.