Adding a document type means describing the fields you want, not commissioning a new parser.
In a template-based pipeline every new document type is a small engineering project, which is why the backlog of unsupported types never shrinks. In Clio a document type is a schema — the fields you want and their rules — so adding one is configuration, and the reading model does not change.
A new document type is a schema, not code.
No development release to support a new form.
The same extraction and validation apply automatically.
The approval step is unchanged for new types.
The backlog of unsupported documents stops growing.
No. A new type is a schema — the fields and their rules — rather than a code change.
Yes, the same deterministic gate and the same approval step apply.
No. The reading model is unchanged; what changes is the schema you ask it to fill.
Reads every field from PDFs and scans, with source-page provenance and confidence.
Arithmetic, formats and duplicates are checked outside the model, so bad data cannot auto-clear.
Every CRM record is approved by a person before it lands.
Handles Azerbaijani, Russian and English documents, including the VÖEN.
See the complete product: problem, features, how it works and deployment.
Request a demo to watch an invoice or contract become a validated, human-approved CRM record.