Document Intelligence You Can Deploy Today
CloudDoc.ai turns your document repository into a proactive intelligence engine. It reads, extracts, and routes documents based on context — enabling document-triggered workflows across legal and financial processes.
Key Features
Smart Document Tagging
Use AI to auto-classify documents by case, policy, or matter — reducing misfiling and manual input.
Field-Level OCR Extraction
Capture key data points (dates, names, totals) and auto-fill Salesforce fields for faster workflows.
Cross-Platform Integration
Connect with Salesforce, Google Drive, Box, SharePoint, and other platforms via secure APIs.
Trigger-Based Workflows
Launch automations (task creation, status updates, reminders) based on document contents or metadata.
Audit & Compliance Logs
Every document interaction is logged with time stamps, user IDs, and data changes for full audit visibility.