REA IA · Interactive demoA new project. A folder ready.
Your client accepted your quote? Prepare the complete project folder in one click.
Try it with fictional information. This demo displays simulated folders; it does not create folders on your computer. Your entries stay in this page and are cleared when you reload it.
From an accepted quote to an organized folder
The manual steps- Create the client or project folder.
- Add subfolders one at a time.
- Check their names and find where each document belongs.
With an automated structure- Enter three details.
- Check the suggested folder name.
- Create a consistent structure for every project.
1. Set up your sample project
Suggested folder name:
Ready to create the folder.
2. Here is the result
After you click, the project folder and its six subfolders appear here.
No folders created yet.
3. Try filing a document
Choose a fictional document. The demo suggests a destination; you confirm before it is filed.
Choose a document and check its project.
Filing uses predefined rules for sample documents. No actual PDFs are read and no AI analysis is performed.
4. Correspondence awaiting action
Have you reviewed a document for the project selected above? Click “File for follow-up” to place it in Correspondence and keep track of the work remaining.
Create a project and select it in the previous section.
Pending documents
No pending documents.
The selected delay applies to the document you are filing. In this demo, reminders require the page to stay open; reloading clears the simulated documents. A production application would need to save documents and deadlines.
Document awaiting action
Your activity log
- Ready for your first test.
How could this work in your business?
Folder names and steps can be adapted to your services. A real implementation could also create the folder when a quote is accepted, depending on your tools and access permissions.
For an initial project, we choose a repetitive task, agree on the rules with your team and measure the outcome. Connecting to your systems is a separate implementation project.
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