Agnostic
Access and privacy requests
Records located, third-party data redacted, response pack assembled inside the statutory clock.
- Parse
- Classify
- Redact
- Compose
- Convert
- Merge
Paperwork capabilities, ready to delegate
Build, combine, and run paperwork capabilities across your entire stack.
End-to-end run
From extraction to signature
Drop a document in and watch it run. Each job activates only the capabilities it needs — assembled around the work, not forced through one pipeline.
patient-intake.pdf
split
parse
classify
extract
redact
fill
compose
convert
merge
redline
sign
Signed & filed
Every paperwork action your operations need
Build, combine, and run paperwork capabilities across your entire stack.
Separates a multi-document file or audio recording into discrete, individually processable pieces.
Converts raw documents and audio into structured, machine-readable content: standard text extraction, Markdown formatting, OCR for scanned pages, and audio transcription with speaker diarization.
Identifies document type, sorts content into defined categories, and routes it to the correct downstream process. (Route: pending code validation)
Pulls structured data out of documents and audio: Smart for standard fields, Advanced for complex layouts, Grounding to tie values back to source, Scoring to rate extraction confidence.
Removes personally identifiable information from documents and audio before they're shared or stored.
Detects form fields, populates them automatically, and applies reusable templates across recurring document types.
Generates new documents from templates, renders them into final format, and validates output against source data.
Transforms documents between formats: converts to PDF, renders pages as images, and flattens/exports final files.
Combines multiple PDFs or audio files into a single consolidated output.
Enables collaborative document review: edit directly, suggest changes, accept or reject revisions, and export the final version.
Packages documents into signable envelopes, supports multi-signer workflows, and executes legally binding signatures.
Capabilities by use cases
Filter by use case to see exactly how they're built in production.
Agnostic
Customs and trade documentation
Commercial invoice, packing list and BOL reconciled, classification checked, entry packet assembled.
- Split
- Parse
- Classify
- Extract
- Compose
- Merge
Agnostic
Document reconciliation
Compare structured facts across files, flag mismatches, and prepare the reviewer packet.
- Split
- Parse
- Classify
- Extract
- Compose
- Merge
Agnostic
Employee onboarding
Offer letter generated and signed, identity and eligibility documents verified, file opened.
- Classify
- Extract
- Redact
- Fill
- Compose
- Sign
Agnostic
Freight invoice audit
Carrier invoices matched to rate agreements, accessorials disputed automatically.
- Parse
- Classify
- Extract
- Compose
Agnostic
Intake to approval log
Capture a request, validate required fields, route the decision, and write the audit log.
- Parse
- Fill
- Extract
- Compose
- Classify
Agnostic
License and registry verification
Licenses, registrations and credentials checked against the issuing authority, not the supplied PDF.
- Parse
- Classify
- Extract
- Compose
Agnostic
Pay applications and lien waivers
G702/G703 validated against the schedule of values, waivers collected and executed before funds release.
- Parse
- Extract
- Fill
- Compose
- Convert
- Sign
Agnostic
Policy attestation
Policy published, distributed, attested by named owners, exceptions chased.
- Classify
- Compose
- Convert
- Sign
Agnostic
Prequalification and certified payroll
Bonding, insurance and prevailing-wage records verified before award.
- Split
- Parse
- Classify
- Extract
- Compose
Agnostic
Proof of delivery and damage claims
Signed PODs read, exceptions matched to claims, carrier packet filed.
- Parse
- Classify
- Extract
- Compose
- Merge
Agnostic
Regulatory change monitoring
Regulator sites watched, changes diffed against your obligations register, owners notified.
- Parse
- Classify
- Extract
- Compose
Agnostic
RFP and bid response
Requirements parsed into a compliance matrix, answers drafted from approved content, packet signed.
- Parse
- Extract
- Compose
- Convert
- Merge
- Sign
Agnostic
Submittals and RFIs
Submittals checked against spec sections, RFIs routed, responses logged to the drawing set.
- Split
- Parse
- Classify
- Extract
- Compose
Financial services
Counterparty screening
Sanctions, watchlist and adverse media checks with cited sources, refreshed on a schedule.
- Parse
- Classify
- Extract
- Redact
- Compose
Financial services
Credit and commercial approvals
Three-document reconciliation on commercial files.
- Split
- Parse
- Classify
- Extract
- Compose
Financial services
Diligence data room review
Data room indexed, key terms extracted with page cites, diligence memo drafted.
- Split
- Parse
- Classify
- Extract
- Compose
- Merge
Financial services
Exception handling
Alerts triaged, narratives drafted, reviewer holds the decision.
- Parse
- Classify
- Extract
- Compose
Financial services
Onboarding and KYC
Documents gathered, verified, filed.
- Split
- Classify
- Parse
- Extract
- Fill
- Redact
- Compose
- Sign
Financial services
Private-market and fund ops
LP reporting, capital calls, subscription documents.
- Parse
- Extract
- Fill
- Compose
- Merge
- Convert
- Sign
Financial services
Statement reconciliation
Bank and brokerage statements turned into typed transactions, matched to the ledger, breaks routed.
- Parse
- Classify
- Extract
- Compose
Healthcare
Clinical intake
Structured forms, field-level validation, clinician handoff.
- Parse
- Fill
- Extract
- Compose
- Classify
- Redact
- Convert
Healthcare
Medical records chronology
Records deduplicated, ordered into a treatment timeline, every entry cited to the page.
- Split
- Parse
- Classify
- Extract
- Redact
- Compose
- Merge
Healthcare
Patient correspondence
Letters, reminders, follow-ups grounded in the record.
- Extract
- Compose
- Convert
- Redact
Healthcare
Prior authorization
Payer-specific packets assembled against the chart.
- Split
- Parse
- Extract
- Fill
- Compose
- Merge
- Convert
- Sign
Healthcare
Referrals and triage
Parsed, routed by specialty and urgency, acknowledged.
- Parse
- Classify
- Extract
- Compose
- Redact
Insurance
Call intake and QA
Calls transcribed by speaker, disclosures verified, PII stripped before the recording is stored.
- Split
- Parse
- Classify
- Extract
- Redact
- Compose
- Merge
Insurance
Certificate issuance
Rule-table reconciliation, broker signature, issued.
- Parse
- Extract
- Fill
- Compose
- Convert
- Sign
Insurance
Claim triage
FNOL ingestion, categorization, acknowledgment, file opened.
- Split
- Parse
- Classify
- Extract
- Compose
- Redact
Insurance
Claims adjudication
Coverage checked against the policy wording, reserve set, payment packet prepared.
- Parse
- Classify
- Extract
- Compose
- Sign
Insurance
Loss run analysis
Multi-carrier loss runs normalized into one claims history, severity and frequency flagged.
- Split
- Parse
- Classify
- Extract
- Compose
Insurance
Renewals
Scheduled pulls, at-risk flagging, renewal packets prepped.
- Extract
- Classify
- Compose
- Merge
- Convert
Insurance
Servicing and endorsements
COIs, midterm changes, reconciled against the book.
- Parse
- Extract
- Fill
- Redline
- Compose
- Convert
- Sign
Insurance
Submissions intake
ACORD forms, loss runs, broker notes triaged, routed, underwriter-ready.
- Split
- Parse
- Classify
- Extract
- Fill
- Compose
Legal
Billing hygiene
Time entries reconciled, exceptions flagged before the bill ships.
- Parse
- Extract
- Classify
- Compose
- Convert
Legal
Contract review and negotiation
Third-party paper marked against your rules, fallbacks proposed, counsel holds the pen.
- Parse
- Extract
- Compose
- Redline
- Sign
Legal
Deposition and interview summaries
Testimony summarized with timestamped citations back to the recording.
- Split
- Parse
- Extract
- Redact
- Compose
Legal
Document review and prep
First-pass review, redlines, exhibits assembled.
- Parse
- Extract
- Redline
- Merge
- Convert
Legal
Immigration files
Completeness check, contradiction flagging across the file.
- Split
- Classify
- Parse
- Extract
- Compose
- Merge
Legal
Knowledge retrieval
Answers grounded in firm records. No hallucinated citations.
- Parse
- Extract
- Compose
Legal
Matter intake
Conflicts check, engagement letter, matter opened.
- Extract
- Classify
- Compose
- Convert
- Sign
Manufacturing
Approval routing
Apply spend thresholds and delegation-of-authority rules to route purchase approvals to the right owner, with a full audit trail.
- Parse
- Extract
- Classify
- Compose
- Sign
Manufacturing
CPG retailer compliance
Check shipments and documentation against retailer routing guides and chargeback rules to prevent compliance penalties.
- Parse
- Classify
- Extract
- Compose
Manufacturing
Invoice intake, matching and exceptions
Capture supplier invoices, three-way match against the purchase order and goods receipt, and route only the exceptions for human review.
- Parse
- Classify
- Extract
- Compose
Manufacturing
Supplier onboarding
Validate new supplier documentation, tax and banking details, and certifications before activating them in the ERP.
- Split
- Classify
- Parse
- Extract
- Fill
- Compose
- Redact
- Sign
Public sector
Case management
Intake, eligibility check, case determination logged.
- Split
- Parse
- Classify
- Extract
- Fill
- Compose
- Redact
Public sector
Citizen services
Citizen request triaged, answered, and recorded.
- Parse
- Classify
- Extract
- Compose
- Redact
Public sector
Grant intake and award
Applications checked for completeness, scored against published criteria, award letter issued.
- Classify
- Extract
- Fill
- Compose
- Sign
Public sector
Identity
Identity verification, document checks, file cleared for action.
- Classify
- Parse
- Extract
- Redact
- Compose
Public sector
Meeting and hearing records
Council and tribunal recordings transcribed by speaker, minutes drafted, decisions logged.
- Split
- Parse
- Extract
- Compose
- Convert
- Merge
Public sector
Municipal permitting
Permit application checked against code, routed for approval.
- Parse
- Fill
- Extract
- Compose
- Classify
- Sign
Public sector
Records request response
FOIA and ATIP requests fulfilled, exemption grounds cited per withholding.
- Parse
- Classify
- Extract
- Redact
- Compose
- Convert
- Merge
Real estate
CAM reconciliation
Reconcile common area maintenance charges against lease terms and actual expenses, and flag variances for tenant billing.
- Parse
- Extract
- Compose
- Convert
Real estate
Critical date tracking
Monitor lease renewal, option and notice deadlines extracted from abstracts, and alert owners before key dates lapse.
- Extract
- Classify
- Compose
Real estate
Lease abstraction
Extract key terms, dates, clauses and financial obligations from lease documents into a structured, reviewable record.
- Split
- Parse
- Classify
- Extract
- Compose
Real estate
Vendor compliance activation
Verify vendor insurance certificates, licenses and W-9s, then activate compliant vendors and chase missing documents.
- Split
- Classify
- Parse
- Extract
- Compose
Real estate
Vendor invoice processing
Capture property vendor invoices, code them to the right property and GL account, and route exceptions for approval.
- Parse
- Classify
- Extract
- Compose
Resources
Everything you need to automate
- 01
User guide
Learn how to use CloudRaker to manage files, build workflows, automate paperwork, and collaborate across your organization.
- 02
Developer resources
Build on CloudRaker. Authenticate, process documents, and automate your workflows over the API.
- 03
Use cases
See how CloudRaker automates paperwork across real business processes, from data extraction and document review to forms, signatures, and end-to-end workflows.
- 04
Blog
Research, comparisons, news, and insights on paperwork automation, AI, and the technologies shaping how businesses work.
- 05
Ask Cloudie
Ask Cloudie anything about CloudRaker and get instant help with capabilities, workflows, and how to use the platform.
Plans that fit every needs.
Free
For developers exploring paperwork automation.
$0
15,000 free credits / month
- 15,000 credits/mo, no card required
- All capabilities for 2 weeks
- 25 requests/min · best effort concurrency
- Cancel anytime, no contract
- Email support
Starter
For teams running paperwork workflows.
$30 /mo
30,000 credits / month
- 30,000 credits/mo + metered overage
- All capabilities included, with usage limits
- 25 requests/min · best effort concurrency
- Month-to-month, 30-day cancellation
- Email support
Pro
For businesses running multiple workflows.
$500 /mo
500,000 credits / month
- 500,000 credits/mo + metered overage
- 100 requests/min, 5× concurrency
- Month-to-month, 30-day cancellation
- SOC 2 Type II report on request
- Guided onboarding + Slack support
Enterprise
For advanced automation needs.
Custom
Custom allocation
- Volume pricing/multi-year contract
- Custom rate limits, SLA & data residency
- Self-hosted or VPC deployment option
- SSO/SAML + full audit/compliance reporting
- Dedicated onboarding
Your business deserves smarter paperwork.
Automate extraction, review, filling, signing, and more with capabilities built to work together.