TM
Document Collection That Runs Itself.
Smart checklists. Automated validation. AI extraction. CortexAI DocCollect takes your clients from 'we need documents' to 'case ready' — without the endless follow-up.
85% fewer follow-ups. Collection in hours, not days.
Immigration practitioners spend more time chasing documents than working cases. DocCollect changes that. Clients see a smart, step-by-step upload flow with case-specific checklists. Every upload is automatically identified, validated, and extracted. The data pre-fills your CortexAI Forms questionnaire fields — zero duplicate entry, zero manual review of what's missing.
- Passport (bio page)✓ extracted
- I-94 record✓ extracted
- Marriage certificate✓ extracted
- Birth certificatepending
- Proof of bona fide marriagepending
Smart Case Checklists
Client receives a case-specific document checklist. Step-by-step upload flow makes it impossible to miss required items.
AI Identification & Extraction
Every upload is automatically identified by document type, text extracted, and immigration-specific data fields captured — no manual review.
Case-Ready Output
Completeness scores and confidence indicators confirm readiness. Data pushes directly to your CMS and pre-fills CortexAI Forms fields — zero duplicate entry.
Reduction in document follow-up requests
Not days — average collection time with DocCollect
Duplicate data entry when paired with CortexAI Forms
Intelligence & Accuracy
- Auto-identifies any document type
- Extracts immigration-specific fields
- Confidence scoring per document
- Case completeness indicators
Integration
- Pushes to Litify, Salesforce, Clio, MyCase, Filevine, Docketwise, Centerbase
- Works with any CMS that exposes an API
- Pre-fills CortexAI Forms fields automatically
- Full audit trail per document and case