Document Intake & Routing Agent
Classifies an incoming document, checks completeness and proposes the right route.
A document arrives once. Your team gets the right route.
This live workflow uses a prepared or uploaded PDF. In a firm installation, documents can arrive from your portal, inbox, scanner or document system.
Test it live- 01New documentPortal, inbox, scanner or upload
- 02Document AgentExtracts facts and evidence
- 03Routing checksChecks type, matter, signature and priority
- 04Firm reviewConfirms authenticity and destination
- 05Prepared outcomeRoute or client-request draft
- Your Supabase project
- No pooled client database
- Human approval before action
- Bounded model input
Under the hoodSee the systems, storage and control points+
Example client installation
- 01Firm sourceApproved document channel
- 02Scoped connectorReads one submitted document
- 03Document packageExtracts text and loads matter context
- 04Groq + QwenClassifies bounded content
- 05Safety checksValidates evidence and routing limits
- 06Firm-owned SupabaseStores the result and run trace
- 07Named reviewerApproves, edits or rejects
Your operational data stays in your firm-owned database. Only the bounded fields needed for interpretation are sent to the approved model provider. No final action happens until a named person approves it.
Test the full workflowTest Agent 2 live
Put a PDF through the full routing path.
Text is extracted, Qwen classifies it, firm rules check the match and completeness, then the agent stops for you.
Items waiting in this agent’s lane.
| Subject | Agent summary | Confidence | Age | Status | Open |
|---|---|---|---|---|---|
| Demand letter - August 29.pdf | Unclassified document · Route pending | Not scored | 63d | new | Pending |
| Delgado - Payroll export.pdf | Unclassified document · Route pending | Not scored | 63d | new | Pending |
| Price - Emergency room records.pdf | medical_record · paralegal | 93% | 64d | Human review | View → |
| Hart Foods - Motion to compel.pdf | pleading_or_court_notice · partner | 90% | 64d | Human review | View → |
Supabase stores the workflow records. The server reads only this agent’s lane and turns it into the queue above. Completed rows open this agent’s compact owner view and inspectable run trace.
Test it live