90% faster processing
AI Intake Automation Agent
From submission to action in minutes
Stop manually processing intake forms. This specialized agent reads submissions, extracts structured data, validates information against your requirements, and automatically routes cases to the appropriate teams. What used to take hours now happens in seconds.
Ideal for
Operations Teams
Customer Service
Underwriting
See AI Intake Automation Agent in action
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See AI Intake Automation Agent in action
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See AI Intake Automation Agent in action
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New Application Batch
See AI Intake Automation Agent in action
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Time comparison
Time comparison
Traditional way
3-4 hours per batch
With V7 Go agents
15-20 minutes
Average time saved
90%
Why V7 Go
Why V7 Go
Instant Data Extraction
Reads applications, forms, and submissions in any format—PDFs, images, spreadsheets, web forms—and automatically extracts all relevant information into structured, usable data.
Instant Data Extraction
Reads applications, forms, and submissions in any format—PDFs, images, spreadsheets, web forms—and automatically extracts all relevant information into structured, usable data.
Instant Data Extraction
Reads applications, forms, and submissions in any format—PDFs, images, spreadsheets, web forms—and automatically extracts all relevant information into structured, usable data.
Instant Data Extraction
Reads applications, forms, and submissions in any format—PDFs, images, spreadsheets, web forms—and automatically extracts all relevant information into structured, usable data.
Intelligent Validation
Validates extracted data against your business rules, checks for completeness, and flags submissions that don't meet requirements before they enter your workflow.
Intelligent Validation
Validates extracted data against your business rules, checks for completeness, and flags submissions that don't meet requirements before they enter your workflow.
Intelligent Validation
Validates extracted data against your business rules, checks for completeness, and flags submissions that don't meet requirements before they enter your workflow.
Intelligent Validation
Validates extracted data against your business rules, checks for completeness, and flags submissions that don't meet requirements before they enter your workflow.
Automatic Case Routing
Routes cases to the correct teams or departments based on submission type, priority, or custom logic, eliminating manual triage and reducing handoff delays.
Automatic Case Routing
Routes cases to the correct teams or departments based on submission type, priority, or custom logic, eliminating manual triage and reducing handoff delays.
Automatic Case Routing
Routes cases to the correct teams or departments based on submission type, priority, or custom logic, eliminating manual triage and reducing handoff delays.
Automatic Case Routing
Routes cases to the correct teams or departments based on submission type, priority, or custom logic, eliminating manual triage and reducing handoff delays.
Duplicate Detection
Identifies duplicate submissions and cross-references against existing records to prevent redundant processing and maintain data integrity.
Duplicate Detection
Identifies duplicate submissions and cross-references against existing records to prevent redundant processing and maintain data integrity.
Duplicate Detection
Identifies duplicate submissions and cross-references against existing records to prevent redundant processing and maintain data integrity.
Duplicate Detection
Identifies duplicate submissions and cross-references against existing records to prevent redundant processing and maintain data integrity.
Batch Processing at Scale
Processes hundreds or thousands of submissions simultaneously, maintaining accuracy and speed regardless of volume spikes or seasonal demand.
Batch Processing at Scale
Processes hundreds or thousands of submissions simultaneously, maintaining accuracy and speed regardless of volume spikes or seasonal demand.
Batch Processing at Scale
Processes hundreds or thousands of submissions simultaneously, maintaining accuracy and speed regardless of volume spikes or seasonal demand.
Batch Processing at Scale
Processes hundreds or thousands of submissions simultaneously, maintaining accuracy and speed regardless of volume spikes or seasonal demand.
Complete Audit Trail
Every extraction, validation decision, and routing action is logged and traceable. Every data point links back to its source for full compliance and accountability.
Complete Audit Trail
Every extraction, validation decision, and routing action is logged and traceable. Every data point links back to its source for full compliance and accountability.
Complete Audit Trail
Every extraction, validation decision, and routing action is logged and traceable. Every data point links back to its source for full compliance and accountability.
Complete Audit Trail
Every extraction, validation decision, and routing action is logged and traceable. Every data point links back to its source for full compliance and accountability.
Processes any intake submission
And routes it to the right place instantly.
Get started
Get started
Import your files
Salesforce
,
HubSpot
,
Zendesk
Import your files from whereever they are currently stored
All types of Business documents supported
Once imported our system extracts and organises the essentials
Built for the teams that handle high-stakes work
Built to scale workflows for teams that need speed and accuracy.
For Teams
For Teams
Operations & Intake Teams
Operations & Intake Teams
Operations & Intake Teams
Eliminate manual data entry and form processing. Free your team from repetitive work so they can focus on customer service and exception handling instead of data transcription.
Eliminate manual data entry and form processing. Free your team from repetitive work so they can focus on customer service and exception handling instead of data transcription.
Eliminate manual data entry and form processing. Free your team from repetitive work so they can focus on customer service and exception handling instead of data transcription.
Underwriting & Risk Teams
Underwriting & Risk Teams
Underwriting & Risk Teams
Get clean, validated data instantly. Make faster underwriting decisions with accurate information extracted and pre-validated before it reaches your desk.
Get clean, validated data instantly. Make faster underwriting decisions with accurate information extracted and pre-validated before it reaches your desk.
Get clean, validated data instantly. Make faster underwriting decisions with accurate information extracted and pre-validated before it reaches your desk.
Customer voices
Customer voices
Automate intake without losing control.
Automate intake without losing control.
Join teams that process thousands of submissions daily.
Join teams that process thousands of submissions daily.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Customer Voices
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Features
Features
Results you can actually trust.
Reliable AI document processing toolkit.
Results you can trust.
Trustworthy AI document processing toolkit.
Supporting any submission format.
From any source.
Intake submissions arrive in countless formats. This agent handles PDFs, scanned images, web form submissions, spreadsheets, and handwritten documents. It extracts data consistently regardless of layout, quality, or language.
Input types
50+ languages
Handwritten Forms
Low-Quality Scans
Multi-modal
Document types
PDFs
Web Forms
Spreadsheets
Images
Email Attachments
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting any submission format.
From any source.
Intake submissions arrive in countless formats. This agent handles PDFs, scanned images, web form submissions, spreadsheets, and handwritten documents. It extracts data consistently regardless of layout, quality, or language.
Input types
50+ languages
Handwritten Forms
Low-Quality Scans
Multi-modal
Document types
PDFs
Web Forms
Spreadsheets
Images
Email Attachments
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting any submission format.
From any source.
Intake submissions arrive in countless formats. This agent handles PDFs, scanned images, web form submissions, spreadsheets, and handwritten documents. It extracts data consistently regardless of layout, quality, or language.
Input types
50+ languages
Handwritten Forms
Low-Quality Scans
Multi-modal
Document types
PDFs
Web Forms
Spreadsheets
Images
Email Attachments
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 95%+ accuracy
on data extraction.
Intake accuracy matters. This agent uses multi-step validation to ensure names, addresses, amounts, and dates are extracted correctly. Every extracted field is linked to its source, allowing your team to verify and correct in seconds.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 95%+ accuracy
on data extraction.
Intake accuracy matters. This agent uses multi-step validation to ensure names, addresses, amounts, and dates are extracted correctly. Every extracted field is linked to its source, allowing your team to verify and correct in seconds.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 95%+ accuracy
on data extraction.
Intake accuracy matters. This agent uses multi-step validation to ensure names, addresses, amounts, and dates are extracted correctly. Every extracted field is linked to its source, allowing your team to verify and correct in seconds.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy results,
grounded in source documents.
Every extraction is verifiable. Data points are visually linked back to their exact location in the original submission, creating a complete audit trail for compliance and dispute resolution.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 198 15" xmlns="http://www.w3.org/2000/svg"><defs ><clipPath id="J0QEw1Ctk-2037569988-stroke"><use href="%23J0QEw1Ctk-2037569988"/></clipPath><path d="M 0 1 C 0 0.448 0.448 0 1 0 L 197 0 C 197.552 0 198 0.448 198 1 L 198 9 C 198 9.552 197.552 10 197 10 L 76 10 L 76 14 C 76 14.552 75.552 15 75 15 L 1 15 C 0.448 15 0 14.552 0 14 Z" id="J0QEw1Ctk-2037569988"/></defs><use fill="rgba(124, 58, 237, 0.1)" height="15px" href="%23J0QEw1Ctk-2037569988" id="J0QEw1Ctk" width="198px"/><use clip-path="url(%23J0QEw1Ctk-2037569988-stroke)" fill="transparent" href="%23J0QEw1Ctk-2037569988" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="1" stroke="rgb(124, 58, 237)"/></svg>)
02
01
01
02
Trustworthy results,
grounded in source documents.
Every extraction is verifiable. Data points are visually linked back to their exact location in the original submission, creating a complete audit trail for compliance and dispute resolution.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Trustworthy results,
grounded in source documents.
Every extraction is verifiable. Data points are visually linked back to their exact location in the original submission, creating a complete audit trail for compliance and dispute resolution.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Enterprise-grade security
for sensitive data.
Intake forms contain personal and financial information. V7 Go processes all submissions within your secure environment, complies with GDPR and HIPAA, and ensures applicant data is never shared or used for external training.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise-grade security
for sensitive data.
Intake forms contain personal and financial information. V7 Go processes all submissions within your secure environment, complies with GDPR and HIPAA, and ensures applicant data is never shared or used for external training.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise-grade security
for sensitive data.
Intake forms contain personal and financial information. V7 Go processes all submissions within your secure environment, complies with GDPR and HIPAA, and ensures applicant data is never shared or used for external training.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
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Answers
Answers
What you need to know about our
AI Intake Automation Agent
What types of intake forms can it handle?
The agent handles virtually any intake format: insurance applications, loan submissions, customer onboarding forms, service request tickets, employment applications, and more. It adapts to different layouts, languages, and document types without requiring custom configuration.
+
What types of intake forms can it handle?
The agent handles virtually any intake format: insurance applications, loan submissions, customer onboarding forms, service request tickets, employment applications, and more. It adapts to different layouts, languages, and document types without requiring custom configuration.
+
What types of intake forms can it handle?
The agent handles virtually any intake format: insurance applications, loan submissions, customer onboarding forms, service request tickets, employment applications, and more. It adapts to different layouts, languages, and document types without requiring custom configuration.
+
How does it know what data to extract?
You define the extraction schema once—the fields you need, their data types, and validation rules. The agent then applies this consistently across all submissions, learning from your Knowledge Hub of approved forms and past submissions.
+
How does it know what data to extract?
You define the extraction schema once—the fields you need, their data types, and validation rules. The agent then applies this consistently across all submissions, learning from your Knowledge Hub of approved forms and past submissions.
+
How does it know what data to extract?
You define the extraction schema once—the fields you need, their data types, and validation rules. The agent then applies this consistently across all submissions, learning from your Knowledge Hub of approved forms and past submissions.
+
Can it integrate with our existing systems?
Yes. The agent connects to your CRM, case management system, or database to automatically populate records, trigger workflows, and update status. It works with Salesforce, HubSpot, Zendesk, and hundreds of other platforms.
+
Can it integrate with our existing systems?
Yes. The agent connects to your CRM, case management system, or database to automatically populate records, trigger workflows, and update status. It works with Salesforce, HubSpot, Zendesk, and hundreds of other platforms.
+
Can it integrate with our existing systems?
Yes. The agent connects to your CRM, case management system, or database to automatically populate records, trigger workflows, and update status. It works with Salesforce, HubSpot, Zendesk, and hundreds of other platforms.
+
What happens with incomplete or invalid submissions?
The agent flags submissions that fail validation and routes them to a review queue. You can configure it to request additional information from applicants, hold submissions for manual review, or reject them based on your criteria.
+
What happens with incomplete or invalid submissions?
The agent flags submissions that fail validation and routes them to a review queue. You can configure it to request additional information from applicants, hold submissions for manual review, or reject them based on your criteria.
+
What happens with incomplete or invalid submissions?
The agent flags submissions that fail validation and routes them to a review queue. You can configure it to request additional information from applicants, hold submissions for manual review, or reject them based on your criteria.
+
How accurate is the data extraction?
The agent achieves 95%+ accuracy on structured data extraction. Every extracted field is linked to its source location in the original document, allowing your team to verify and correct any low-confidence extractions in seconds.
+
How accurate is the data extraction?
The agent achieves 95%+ accuracy on structured data extraction. Every extracted field is linked to its source location in the original document, allowing your team to verify and correct any low-confidence extractions in seconds.
+
How accurate is the data extraction?
The agent achieves 95%+ accuracy on structured data extraction. Every extracted field is linked to its source location in the original document, allowing your team to verify and correct any low-confidence extractions in seconds.
+
Is applicant data kept secure?
Absolutely. V7 Go processes all submissions within your secure environment and complies with GDPR, HIPAA, and other data protection standards. Sensitive information is never shared with third parties or used for model training.
+
Is applicant data kept secure?
Absolutely. V7 Go processes all submissions within your secure environment and complies with GDPR, HIPAA, and other data protection standards. Sensitive information is never shared with third parties or used for model training.
+
Is applicant data kept secure?
Absolutely. V7 Go processes all submissions within your secure environment and complies with GDPR, HIPAA, and other data protection standards. Sensitive information is never shared with third parties or used for model training.
+
Next steps
Next steps
Still manually entering application data?
Send us a sample batch of your intake forms, and we'll show you how much time your team can reclaim.
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board: