Collect client details and missing paperwork

Organise enquiries, collect documents and make routine administrative work easier, while keeping specialist judgement with your team.

START WITH THE EVERYDAY

The work slowing your team down
A workflow you can automate

Missing paperwork and fragmented intake slow down useful work. A structured process helps people see what is ready and what needs attention.

01

Document extraction with review checkpoints

02

New client intake and consultation requests

03

Missing-information reminders and workflow routing

TRY THIS INDUSTRY WORKFLOW

Explore a related business workflow

accounting.demo.keaitec.com · planned
Ledgerly BookkeepingIn build

Screenshots available after deployment

Project preview coming after deployment
Extract → review → chase
AI workflow · DocumentsDemo

Ledgerly Document Workflow

A document workflow designed to extract sample invoice details, flag missing information and prepare requests for human approval.

  • Vision AI
  • PDF extraction
  • Supabase
  • Review queue
legal.demo.keaitec.com · planned
Carter & Lowe LegalIn build

Screenshots available after deployment

Project preview coming after deployment
Enquiry → consultation
AI assistant · Client intakeDemo

Carter & Lowe Client Intake

An intake experience planned to organise sample enquiries, retrieve approved firm information and prepare a consultation handover.

  • AI SDK
  • Retrieval
  • Supabase
  • Intake

KeAitec featured builds are original portfolio projects. Concept demos use fictional businesses and sample data. Live and source links are labelled separately.

Extracted data requires review. Legal, financial and other professional advice must come from appropriately qualified people.

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