Document Extraction

You can now upload documents and extract information to populate a client file.

This can be used to create new clients or update existing clients.

Fields you can update:

• Household members (Names, birthdays)
• Accounts (Type, Subtype, Owner, Balance)
• Cash Flow (Income, Savings, Debt Payments, Spending)
• Investment Holdings (Ticker symbol, Quantity)
• Insurance policy info

Types of documents you can upload

• Documents and statements
• Chat transcripts (e.g., from Notetakers)
• Screenshots
• PicturesDocuments and statements
• Chat transcripts (e.g., from Notetakers)
• Screenshots
• Pictures

Two ways to access the document extractor

1. Creating a new client
2. Documents tab in the left side panel of a client file