KAVO Documents
The end of document chasing
We end document-chasing: requests go out automatically, reminders follow, documents get extracted, validated, and routed to the right place — with a live status list instead of your inbox.
The problem
Staff spend hours chasing clients for documents; files arrive by email, SMS, or photo in any format; manual data entry and routing follow; nobody has a live view of what's outstanding.
What businesses commonly do today
Email requests, wait, re-email; files arrive scattered; manual filing and data entry into the system of record; spreadsheet status tracking.
What KAVO changes
Document collection runs itself: requests, reminders, extraction, validation, and routing, with a live outstanding list instead of inbox archaeology.
How the workflow operates
- Triggered document requests per client and workflow type
- Secure upload links (never email attachments for sensitive files)
- Automated reminders until complete
- Field extraction and validation; exceptions flagged
- Routed to the system of record
- Live outstanding-documents status
- Human-review queue for low-confidence extractions
Actions with business risk require human approval by default — nothing writes to your systems unattended without your sign-off at SOW stage.
What success looks like
Staff hours returned from chasing and data entry, faster process cycle times (onboarding, month-end close, renewals), fewer errors from re-keying.
Expected results are stated as category, not promise; magnitude comes from your numbers via the ROI worksheet, never from generic benchmarks.
Who this fits
Accounting and bookkeeping firms, insurance agencies, property management, legal (intake documents), construction (submittals, COIs).
Integration expectations
Secure upload, email/SMS, document storage, target system (practice management, accounting platform, CRM). Integration feasibility is verified live before any proposal is issued.