Document understanding
Upload PDFs, scans, spreadsheets and email attachments. Softlane classifies each file and extracts structured fields such as parties, dates, amounts and references, ready for review.
Features
Everything your team needs to read, find and act on information.
Knowledge search
Ask questions in natural language across your workspace. Answers cite the exact passages they come from, so your team can verify before acting.
Summaries
Condense long reports, contracts and threads into short, readable briefs that highlight decisions, obligations and open items.
Workflow automation
Build simple rules with a visual editor: when a document arrives, extract its data, assign a reviewer, request approval and notify the next person.
Human review
Every automated step can include a review checkpoint. People confirm, correct or reject results, and the workspace records who did what.
Integrations and export
Connect common cloud storage and email sources, and export results as CSV or through an API to the systems you already use.
Getting started
Onboarding, step by step.
- Step 1
Discovery call
We learn about your documents, tools and the processes you want to improve.
- Step 2
Workspace setup
Your workspace is created, users are invited and access roles are configured.
- Step 3
Connect and import
Link your sources or upload a first set of files. Softlane indexes them securely.
- Step 4
First workflows
We help you configure one or two workflows and tune them with your team's feedback.
Data security
Privacy by design.
Data is encrypted in transit and at rest. Each workspace is logically separated, and administrators control who can view, edit or export content.
Your content is processed only to provide the service to you. It is not sold, and it is not used to train models for other customers. You can export or delete your data at any time. Details are in our Privacy Policy.