Smart Document Management with AI

Problem:
Uploading, categorising, and assigning documents to the correct client or job is a repetitive task that takes up valuable admin time and can lead to misfiled documents or inefficiencies in locating the right files later.

Proposed Solution:
We’re considering an AI-driven document assistant that automatically scans and categorises uploaded documents, links them to the correct task or job, and notifies staff documents that need attention.

We’d love your input:

• How much time do you or your team currently spend on document categorisation and linking?

• What types of documents would you most like AI to recognise and classify?

• Would you want a “review before filing” option, or trust AI to automatically assign documents?