Client documents in.
Completed forms out.
Pollen builds a reliable, custom workflow that reads your clients’ documents, pulls them into one reviewed record, and fills out your forms. Your team stays in control at every step.
- 1
Client documents
Forms, PDFs, photos, whatever your clients send.
- 2
AI extraction
Our AI reads each document and pulls every field.
- 3
Master record
One reviewed source of truth your team signs off on.
- 4
Completed forms
Your forms, filled out and ready to file.
Never fill out another form by hand.
99%+ accuracy
Our AI reads every document at over 99% accuracy, and every field carries a confidence score.
A human signs off on every case
Nothing is final until someone on your team reviews it. We take care of the busywork and leave the judgment to you.
Built for your most sensitive data
Encrypted in transit and at rest, with private one-time links and a full audit trail.
Working with us
A system built around your workflow.
No platform to adapt to. We learn how your firm works, then build and run the workflow that fits it.
Step 1
We learn your workflow
We sit down with your team and start from your real forms and the way you already work. Whether documents come in directly or through a custom portal we build for you, we design around it.
Step 2
We build your system
We set up intake, AI extraction tuned to your documents, your master record, and your completed forms. Then we prove it on real cases until it’s reliable.
Step 3
Your team starts using it
Once it’s live, it’s dependable software your team owns day to day, and a real person reviews every case from start to finish.
Step 4
We keep tuning it
As new document types, new forms, and edge cases come up, we stay on and keep the workflow evolving with you. We don’t build it and walk away.
