Every document in the right file with AI
Coordinate document requests, validation and file review with evidence accessible to authorized staff.
Use cases
What Workix automates in Files and compliance
Start with one and add the rest on the same platform, with the same data.
01
Request the right documentation
Define requirements by client and service. Workix requests missing items and records deliveries alongside the conversation.
How it works
- 1Configure requirements by file type.
- 2Request missing items by email or WhatsApp.
- 3Schedule notices before expiry.
What your team gets
Requirements and deliveries in one record.
WhatsApp · Client onboarding
ExampleWorkix
To open your file I need your articles of incorporation and power of attorney.
Client
Sending both here.
02
Check data and discrepancies
Extract information from IDs and supporting documents. Compare it with sources your team has enabled and flag differences for review.
How it works
- 1Extract fields and retain the source document.
- 2Check formats, validity and matching values.
- 3Escalate discrepancies to the owner.
What your team gets
Findings with evidence for the reviewer.
Verification · File EXP-662
ExampleEvent
ID received.
Workix
The name doesn't match the proof of address. Flagged for review.
03
Assemble and review the file
Link data and documents to operational requirements. Prepare forms from templates and route the file to the authorized reviewer.
How it works
- 1Group documents and versions.
- 2Generate forms from approved templates.
- 3Record the review and its owner.
What your team gets
An organized file for internal review.
File · EXP-662
ExampleWorkix
File complete: 7 of 7 requirements. Sent for legal review.
Lawyer
Reviewed and approved.
Keep exploring
Connect this process to the rest of your operation.
Industries
Financial services
Coordinate applications, financial data and evidence in one workflow. Decisions and exceptions reach the authorized team for review.
Industries
Insurance
Connect underwriting, claims and service. Each file moves forward with the documents, checks and approvals your operation defines.
Teams
Legal
Contracts, client files, document verification and compliance: Workix reviews, coordinates and follows up on legal work with your policies.
Book a free demo
Tell us which process takes up most of your time. We'll show you how it would run in Workix, with your rules and your tools.
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