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Automations — Document Processing

Documents processed. Data entered. Without anyone touching them.

LeadLasso Document Processing uses AI to extract, classify, and action data from forms, PDFs, photos, and emails — eliminating copy-paste errors and freeing your team from manual data entry permanently.

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DOCUMENT FLOW
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Invoice_2024_0847.pdf
RECEIVED · PROCESSING...
Client name→ CRM ✓
Amount→ Xero ✓
Service type→ Job record ✓
Date→ Calendar ✓
PROCESSED IN 3.2 SECONDS · ZERO MANUAL INPUT
5hrs+
Saved per week on average
<1%
Error rate vs manual entry
Instant
Processing — no queue
Auto
Data flows to the right system
What it handles

Built around your operation.

Every implementation is configured specifically for your business, your tools, and your workflow — not a template deployed and left to run.

✓PDF invoices and quotes → accounting system
✓Web forms → CRM and workflow triggers
✓Job-site photos → AI description → service records
✓Incoming emails → categorised and routed
✓Compliance documents → filed and archived
How LeadLasso builds it
1

Strategy call

30 minutes to map your current process and identify exactly what needs to be connected.

2

Build and test

LeadLasso builds, connects, and tests everything. You review before anything goes live.

3

Live in 5–10 days

Everything running, monitored, and reported on. Ongoing maintenance included.

FAQ

Common questions.

PDFs, images (photos of documents, job-site photos), web form submissions, email attachments, and structured text documents. If data can be read, it can be extracted and routed.
Accuracy exceeds 99% for clearly formatted documents. For handwritten or poor-quality documents, items below a confidence threshold are flagged for human review rather than guessed at.
Configured during the build — typically your CRM, accounting tool (Xero, MYOB), job management system, and a confirmation email to the relevant team member. Multiple destinations are possible.
Yes — photos taken on site are described by AI, classified by job type, and attached to the relevant job record. Particularly useful for tradespeople who document work visually.
The AI is trained on your specific document types during the build phase. If a new format appears that it hasn't seen, it flags the document for human review and learns from the correction.
Related products

Works well alongside these.

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CRM Automation

Every document feeds data into CRM automatically — Document Processing is the input layer.

Learn more →
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Automated Reporting

Processed document data feeds into automated reports — the pipeline from intake to insight.

Learn more →
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Client Onboarding

Intake forms and contracts processed automatically as part of the onboarding flow.

Learn more →
Get started

Ready to implement Document Processing?

Request a 15-Min AI Discovery Call