AI steps in the workflow: classify, extract, cross-check, draft the follow-up, answer questions
Of extracted fields come back with the page and the exact quote
Accounts for clients to configure. No training, no lost attachments
Industries running deadline-bound document work
Every professional firm runs on documents it doesn't own yet.
The passport scan that never arrived. The insurance certificate that quietly expired last month. The signed engagement letter sitting in someone's inbox. The three versions of a bank statement, and no record of which one you actually relied on.
Email and shared drives were never built for this. Paper Vault reads, checks, and chases on its own.
You set up the work once. Your client just follows the checklist.
Your workspace
Every client, every file, every deadline, every document, in one place. Live view of what's outstanding, colour-coded urgency, and one honest answer to “what's next?”
Your client's portal
A focused checklist of what they need to do — kept current by the AI as their answers change. No accounts to configure, no training, no attachments lost in a thread.
Everything the chase needs, in one system instead of five tools.
All features →Document reading with citations
Classifies documents and pulls key fields — with the page and the exact quote it came from, so you can check it in one glance.
Adaptive follow-up requests
When a client's answers change what you need from them, an AI step generates the follow-up checklist or form — no re-asking for documents you already have.
File review that cross-checks
For immigration practices, an AI reviewer reads every document on the file, checks them against each other, and returns risk findings — clearly labelled as a simulation.
Repeatable engagements
Build a case template once — intake form, checklist, signature, acknowledgement — and run it every time. Steps unlock in sequence or in parallel.
A vault with a memory
Version history with non-destructive restore, redaction that permanently burns out sensitive text, retention rules with a certificate of destruction and legal hold.
Signatures & screening included
E-signature with a hash-chained audit trail, plus AML / KYC / KYB screening against sanctions, PEP, and adverse-media sources.
If someone outside your business owes you documents on a deadline, this is for you.
All use cases →Let the AI do the chasing.
One place for your clients to deliver documents, an assistant that reads them, and one record that proves it.