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SmartDocs Pro
Intelligent Document Processing
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Unlock SmartDocs Pro
You've reached the free tier limit. Upgrade to process unlimited documents and connect to enterprise destinations.
Free
$0
5 docs · PDF export only
⭐ Pro / Enterprise
Custom
Unlimited · All destinations
♾️Unlimited document processing — no monthly caps
📁SharePoint, Dataverse & SQL — push data directly to your stack
📋Legal DMS integration — iManage, NetDocs and more
🔗Salesforce CRM sync — auto-create records from documents
🔒SSO & audit logs — enterprise security & compliance
How to Use SmartDocs Pro
Follow these steps to analyse your first document.
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Document Intake
Legal Document Analysis
Upload or connect a document source below.
Document Source
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Drop Document Here
or tap to browse — sign in required
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eFax / j2 Global
Receive & process inbound faxes automatically
Not Connected
Microsoft SharePoint
Browse & import from SharePoint / OneDrive
Not Connected
Amazon S3
Pull documents directly from S3 buckets
Not Connected
Azure Blob Storage
Browse & import from Azure Storage containers
Not Connected
Google Drive / Workspace
Browse and import from Google Drive or Shared Drives
Not Connected
Legal / Medical DMS
iManage, NetDocuments, Clio, Veeva Vault
Not Connected
Document Category
Extraction Options
Powered by Fluid Solutions Group
⚖️
Awaiting Document
Connect a source or upload a document, then click Analyze to see AI-extracted data.
Analyzing Document…
Reading & OCR processing
Classifying document type
Extracting key fields
Detecting clauses & risks
Generating summary
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Confidence
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LEGAL

        

        

          
Save Extracted Data

          
Free tier: PDF export only. Upgrade for enterprise destinations.

          

            
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Pro destinations locked. Upgrade to push data directly to SharePoint, Dataverse, SQL, Legal DMS & Salesforce.

            
          

          

            

              
📄
PDF Export
Free tier

            

            
PRO
📁
SharePoint
Microsoft 365

            
PRO
🔧
Custom Connector
Any system, your way

            
PRO
🏥
EHR System
Epic / Cerner / HL7

            
PRO
📋
Legal DMS
iManage / NetDocs

            
PRO
🔗
Salesforce
CRM Record

          

          

            
            
            
          

        

      

    

  










  

    
Intelligence Dashboard
AI-extracted metrics across your entire document corpus · Q2 2025

    

      
      
      
      
    

  


  
  


  
  

    
    
    
    
  


  

    

      
Document Volume by Type — 6-Month Trend
Monthly intake across all medical document categories

      

        
Document Mix
Share of total document intake

        

        

      

    

    

      
30-Day Readmission Rate
Extracted from discharge summaries — month over month

      
Active Risk Flags
Auto-detected issues requiring leadership attention

    

  


  

    

      

        
Top Diagnosis Trends by Quarter

        
Extracted from clinical notes & discharge summaries

        

      

      

        
Medication Risk Profile

        
Drug interactions & contraindications extracted from prescriptions

        

      

    

    

      

        

          
Critical Lab Value Trend
Weekly distribution of lab report severity levels — requires immediate executive attention on spikes

          

            🔴 Critical
            🟡 Elevated
            🟢 Normal
          

        

        

      

    

  


  

    

      

        
Departmental Compliance Score

        
Documentation compliance rate by department — target: 97%

        

      

      

        
Department Performance Radar

        
Multi-dimensional quality benchmarking

        

      

    

    
Risk Trend Over Time
Weekly high-risk flag volume — escalation monitoring

  


  

    

      
Document Corpus Detail

      
Full listing of processed documents with extracted metadata

      
DocumentTypeModeSourceDateFieldsClausesRiskConfidenceStatus

    

  


  
SmartDocs Pro Intelligence · Powered by Fluid Solutions Group · Data refreshed: Jun 30, 2025 · Figures are illustrative







  

    

      

        
        
        

          All
          Pre-Auth
          Referral
          Pending
          🚨 Urgent
          Approved
          Denied
          More Info
        

      

      

    

    

      

        

        

        

          
Volume Trend — 6 Weeks
Submitted, approved, denied, pending

          
Decision Outcomes
Quarter-to-date breakdown

        

        

          
Payer Performance
Approval rate & turnaround by payer

            

              
PayerApproval RateSubAppDenPendTAT (d)

              

            

          

          
EHR & Payer Integrations
Connected systems status

        

      

      
    

  








  

    

      
New Pre-Authorization / Referral

      
    

    

      
      
    

    
    

      
Request Type

      

        
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Prior Authorization
Requires payer approval before service

        
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Referral
Specialist or facility referral request

      

      
Patient Information

      

        

        

      

      

        

        

          
        

      

      
Clinical Information

      

        

        

      

      

        

        

          
        

      

      
Provider & Facility

      

        

        

      

      

        

      

      
Workflow Assignment

      

        

          
        

        

          
        

      

    

    

      
      
      
    

  







  

    

      
Decision

      
    

    

      

    

    

  










Select Mode




  

    
    
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Pro Feature

    
Cloud connectors are available on the SmartDocs Pro plan. Upgrade to connect directly to your document sources.

    

      
📠eFax Inbox — receive & process faxes automatically

      
📁SharePoint & OneDrive — sync entire libraries

      
☁️Amazon S3 & Azure Blob — bulk cloud processing

      
🗂️Google Drive & DMS — direct matter integration