Approved files
An agreed package of emails, PDFs, scans and forms enters the workflow.
Intake Organizer · In development
From document pile to reviewable work.
When a new customer, client, matter or project arrives, staff often need to sort documents, capture basic facts and find missing material. Intake Organizer is the first workflow IsoCoreAI is preparing to help with that work.
Illustrative concept
The document and the answer together.
This mockup shows the intended review pattern. It is not a deployed customer screen or a claim of current product capability.
Intake Organizer / Example packageConcept mockup
Documents 3 files
01Engagement letterFor staff review
02IdentificationNeeds confirmation
03Supporting statementPage unclear
EXAMPLE SOURCE / PAGE 1
Engagement letter
Prepared for: Example Client LLC
Effective date: September 14, 2026
Fields & exceptions
Client nameExample Client LLCSource: letter, p. 1
Effective dateSep 14, 2026Source: letter, p. 1
Needs reviewName differs on the ID document.
Missing itemRequested authorization is not present.
Staff corrects and approves
Planned sequence
Preparation with a human review point.
Organized package
Document types, agreed fields and missing items are assembled.
Source evidence
Staff check uncertain fields and conflicts beside the original pages.
Work-ready record
A person accepts the organized record and activity history.
First examples
Built around office checklists.
Law office
Organize a new matter file, identify parties and dates, and flag missing supporting documents.
Accounting firm
Sort statements and tax documents, capture account and period details, and show what has not arrived.
Other document-heavy teams
Administrative workflows in property, insurance, medical and technical offices may be evaluated later.
Clear limits
People make the decisions.
The proposed workflow prepares information for staff. It would not provide professional advice, decide eligibility or coverage, diagnose, file documents or communicate externally on its own.
Evaluation will include staff handling time, reviewer time, corrections, backlog and turnaround. There is no universal savings claim.
Stay in touch
Interested in the workflow?
We are developing and evaluating Intake Organizer. General questions and appropriate conversations are welcome; please do not send protected records through the website or email.
Contact IsoCoreAI
Las Vegas Valley · Preparation phase