Front office
Every document that lands — read, extracted, and findable.
Contracts, statements, notices, and the paperwork that piles up in inboxes and drawers — read as it arrives into a searchable knowledge base. Parties, dates, amounts, and obligations come out as structured records linked back to the passage that created them. Anything the extractor isn't confident about is flagged for a human, never guessed.
What this module does
Four capabilities that show up in week one.
01
Reads whatever lands
PDF, DOCX, spreadsheets, scans, photographed pages, email attachments. Contracts, vendor statements, government notices, insurance paperwork — each one read on arrival instead of filed unread.
02
Extracts the facts that matter
Parties, dates, amounts, obligations, and terms pulled out as structured records, each linked back to the exact passage it came from. Click a fact, land on the sentence.
03
A knowledge base you can ask
Search across everything you've handed over: what the lease says about subletting, which vendor agreements have a price-increase clause, every notice from one counterparty. An afternoon of hunting becomes one query.
04
Feeds Deadlines & Renewals
Every dated obligation found in intake hands off to the Deadlines & Renewals module, where it gets ranked by notice window and chased. Intake reads; Deadlines & Renewals acts.
How it works
You hand documents over however they arrive — an email forward, a watched folder, or a bulk upload of the drawer you've been meaning to deal with. Each one is read and its facts extracted into structured records, every record carrying a citation to its source passage and a confidence score. Anything below the confidence threshold goes to a review queue as a question for a human instead of into the knowledge base as fact. Dated obligations flow straight to the Deadlines & Renewals module. From then on, "what does that contract actually say" is a search, not an afternoon.
Integrates with
Compliance + guardrails
Nothing is guessed. Every extracted fact carries a citation to the passage that produced it, and anything unclear — a bad scan, an ambiguous clause, a handwritten margin note — comes back as a flagged question rather than a confident wrong record. A wrong date or amount is worse than a missing one, because a wrong one looks handled. Morthn reads and organizes your documents; it does not give legal advice, and extraction is not a substitute for counsel on terms that matter.
Availability
Included with any plan
FAQ
Common questions about Document Intake.
Our documents are scans and photos of paper.
Expected — that's most of what lands. OCR plus extraction handles scans, faxes, and photographed pages. Quality varies with the source, which is exactly why low-confidence extractions become flagged questions instead of silent entries. A bad scan turns into "is this $1,400 or $4,400?" — not a wrong number in your records.
How is this different from Deadlines & Renewals?
Deadlines & Renewals is the chase: dated obligations ranked by notice window and pursued until someone decides. Document Intake is the reading layer underneath it — everything in the document, not just the dates, extracted into a base you can search. Run together, one reads and the other acts. Intake alone still gives you the searchable record.
Is this legal review?
No. It extracts and organizes what your documents say, with citations, so a human can find it and act on it. It doesn't interpret terms the way counsel would, and it won't tell you whether to sign. What it replaces is the retyping, the filing, and the hunting — the hours that stop anyone from knowing what's actually in the drawer.
The rest of the business backend
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Front Desk
★
Reviews
💲
Payments + AR
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Dispatch
↻
Lifecycle
⧉
Quotes & Estimates
⌾
CRM Hygiene
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Hires & Departures
Module 6 of 17 in the Morthn operating layer · See all 17