Harness AI to gather and extract data from client documents, automatically populating forms and schedules — cutting hours of manual work and lowering costs.
Save Time. Every Time.
That’s Document Flow.
Harness AI to gather and extract
data from client documents,
automatically populating forms and schedules — cutting hours of manual work and lowering costs.
Save Time. Every Time.
That’s Document Flow.
Get Started With
10 Free Cases!
Where Firms Lose Time – and Money.
Collecting documents, reviewing them, and entering data into forms consumes hours each week. It slows down cases, limits your team’s capacity, and increases the chance of costly errors.
Document Flow Gives
That Time Back.
Document Flow is designed to dramatically reduce the most repetitive, time heavy tasks in case administration, delivering up to 60 minutes of time savings per case for many clients.
Key Features Include:
Automated Forms & Schedule Population
Document Flow automatically identifies each document, extracts key information, and places the pertinent data into the correct forms and schedules. That means far less time spent typing and more time moving cases forward.
Which document types are supported?
- Paystubs
- Bank Statements
- Federal Tax Returns
- Credit Counseling Certificates
- Social Security Cards
- Government IDs
Multiple document collection methods
Clients can upload documents directly through the portal, or your team can add them from within Best Case. This reduces unnecessary back-and-forth, keeps every file organized in one place, and lightens your administrative workload.
Real-time notifications
Stay aligned with clients through real-time notifications that reduce follow-up. Clients are alerted when documents are requested or submitted, and your firm receives updates on checklist progress and key milestones.
See Document Flow in Action.
Firms lose countless hours to manual document collection and data entry, creating inefficiencies that slow cases, increase errors, and drive-up costs.
Document Flow changes that
from day one.
Built by industry leader Best Case and powered by AI, Document Flow automates document gathering and maps client information directly into forms and schedules. Firms are saving up to 60 minutes per case, improving productivity, reducing errors, and lowering operational costs.
Developed with security and accuracy in mind, Document Flow is powered by the same AI technology trusted by organizations like H&R Block and SoFi, delivering 99% data extraction accuracy firms can rely on.
File your first case in Document Flow TODAY!
$59 per case
Key Values
• Automated form & schedule population
• Multiple document collection options
• Real-time notifications
Document Flow Academy
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