Stop chasing documents. Let an AI agent handle the intake.
WorkCohorts reviews each incoming application, flags what's missing and routes it for follow-up, escalates the risky ones to your team, and files the clean ones — with every decision logged and approved by a human.
How it works
- 1
It reviews the file.
The agent checks each application and its documents against your requirements.
- 2
It decides and routes.
Complete and low-risk → filed automatically. Missing something → sent to your team to follow up. Higher-risk → escalated for review.
- 3
You stay in control.
Every decision is logged and explainable, and nothing final happens without human approval.
Who it's for
Mortgage brokeragesMunicipalitiesLaw firmsany team buried in document-heavy intake
- ✓Hosted on Microsoft Azure (Canada)
- ✓Encrypted
- ✓Full audit trail
- ✓Human-in-the-loop by design
- ✓Your data is never used to train AI