What arrives
A document, a scan or a photograph received on the process.
Document processing
Nobody retypes a company number
Dropie handles the steps between collecting details and filing the signed copy. Your client gets one link.
What moves
Values are read from the document. Each carries a confidence score and a reference to the page it came from. Uncertain values can go to a person.
What leaves
Values that can fill the next document, with their sources attached.
What it refuses to do
A confidence score is not a guarantee. A person still checks the values that need judgment.
An unreadable scan still needs a better copy.
Seen in these processes
See where this function sits in the whole process.
Every business
Collecting client data
One link instead of the spreadsheet nobody understands.
See the process
Accounting
Year end document collection
The work is the accounts. The year is the chasing.
See the process
Accounting
Receipt collection
The receipt, its source and the question about it stay together.
See the process
Legal
Opening a matter
The same checks, without a new email for each one.
See the process
Consulting
Starting a client project
Collect the brief, prepare the agreement, get approval.
See the process
Outsourcing
Client intake
The handoff starts with a complete client file.
See the process
One process is a good place to start
Choose one task you would like to stop chasing. Build it with your documents, on your terms.