Document Automation.

Rokyte's AI classifies, names, and routes every incoming file the moment it arrives. From client intake to final archive, nothing slips through.

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In production at Wirtz Law APC

The Platform

One dashboard. Every file, every case, every status. From first submission to final archive.

Overview

Rokyte

Total Processed 1,847 View all files
Active Cases 142 142 total cases
In Review Queue 38 38 files need review
Errors 5 5 files failed

Document Processing Volume

Files processed over time

Today 7D 30D
MonTueWedThuFriSatSun

Recent Files

Click any row to inspect

File Name Category Date Status
Engagement Letter 2024.pdf Contract Jul 16, 2026 Processed
Settlement Agreement Draft.pdf Agreement Jul 16, 2026 Processed
Medical Records Johnson.pdf Photo Jul 16, 2026 Processed
Client Authorization Form.pdf Agreement Jul 15, 2026 Processed
Fee Agreement Thompson.pdf Contract Jul 15, 2026 Processed
Deposition Transcript Chen.pdf Correspondence Jul 15, 2026 Processed
Deposition Transcript.pdf Correspondence Jul 14, 2026 In Review
Insurance Docs Martinez.pdf Photo Jul 14, 2026 In Review

Document Categories

Rokyte

1,847 FILES
Contract35%
Agreement25%
Correspondence22%
Photo18%

How It Works

Three steps. Zero manual sorting. The entire process runs automatically from the moment a document arrives.

01

Collect

Clients submit documents through a secure, branded portal. Everything lands in one organized place.

How Collect Works

Each client receives a unique, secure upload link tied to their matter. They drag and drop files from any device. No account, no login, no email thread. The moment a file is submitted, Rokyte receives it and the pipeline starts immediately.

Unique upload link per client or matter
Files encrypted in transit and at rest
Firm notified the instant files arrive
No client account or login required
02

Process

AI reads every file, assigns a category, and generates a clean searchable name. Zero manual input.

How Process Works

Rokyte's AI reads the actual document content, not just the filename. It identifies what the document is, matches it to your firm's category schema, and writes a standardized name. Anything it cannot classify with confidence is flagged for a single-click human review.

AI reads full document text, not metadata
Matched to your configured category list
Standardized filename generated automatically
Low-confidence files surface for one-click review
03

Deliver

Processed files route to the right folder automatically. Your team opens a clean, sorted workspace.

How Deliver Works

Once processed, each file is routed to its correct matter folder without anyone touching it. Your team's dashboard reflects every new file in real time: named, categorized, and ready to act on the moment they log in.

Automatic routing into the correct matter folder
Dashboard updates in real time as files arrive
Full-text search across all processed documents
Gaps and unclassified files surface immediately
What We Do

The intake pipeline, automated end to end.

When clients send documents, Rokyte takes it from there. Every file is read, named, sorted, and delivered before your team opens their inbox.

01

Clients submit through a secure, guided portal.

Rokyte Secure Document Portal

Hi Alex, let’s get your documents in.

Upload each item below. Skip anything you don’t have on hand.

Your Checklist

3 of 7 complete

✓Engagement Letter
✓Photo ID
✓Authorization Form
Insurance Documents
Medical Records
Prior Correspondence
Supporting Evidence
Step 4 of 7

Insurance Documents

Required

Policies, declaration pages, or any insurer correspondence.

Click to upload or drag & drop PDF, JPG, PNG — up to 50 MB
01 · Intake

No more emailed attachments.

Each client gets a private upload link. They work through a checklist of exactly what you need, one document at a time. Everything arrives organized, timestamped, and attributed to the right case.

02

AI reads, classifies, and renames every file on arrival.

Live Activity
Updated just now
47 Processed 1 Needs Review
All Today This Week
Jul 16, 2026
✓
scan_001.pdf → Contract_Johnson_2026-07-16.pdf
Johnson, Michael v. State Farm Insurance
Processed 2m ago
✓
IMG_4582.jpeg → Evidence_Photo_Johnson_2026-07-16.jpg
Johnson, Michael v. State Farm Insurance
Processed 2m ago
···
document_upload.pdf → Analyzing…
Chen, Lisa v. Metropolitan Hospital
Analyzing just now
!
scan_unnamed.pdf → Needs Review
Thompson, Robert v. City of Riverside
Needs Review 5m ago
02 · Classify

Raw filenames become structured records.

The moment a file arrives, Rokyte reads it, identifies the document type, and renames it using your naming conventions. scan_001.pdf becomes Contract_Johnson_2026-07-16.pdf. Every time, without anyone touching it.

03

Processed files route directly into your folder structure.

Folders Errors & Review
ShareFile › Active Cases › Johnson, Michael
▶ Active Cases 12
▼ Johnson, Michael v. State Farm 6
▬ Contract_Johnson_2026-07-16.pdf
▬ Evidence_Photo_Johnson_2026-07-16.jpg
▬ Settlement_Agreement_Johnson_2026-07-16.pdf
▬ Medical_Records_Johnson_2026-07-15.pdf
▶ Chen, Lisa v. Metropolitan Hospital 4
▶ Thompson, Robert v. City of Riverside 7
▶ Patel, Anita v. Pacific Medical Group 3
▶ Closed Cases 38
▶ Needs Review 4
03 · Deliver

Your folder structure, populated automatically.

Rokyte integrates directly with ShareFile. The moment a file is processed, it routes to the correct client folder. No extra step. No drag and drop. The work you used to do manually is simply done.

04

Know exactly what needs attention, at a glance.

Needs Review 4 items
All Files Needs Review History
142 Active Cases
47 Processed Today
4 Needs Review
!
Contract_Thompson_2026-07-16.pdf
Low confidence classification (62%)
Thompson, Robert v. City of Riverside
!
Evidence_Photo_Patel_2026-07-16.jpg
Multiple document types detected
Patel, Anita v. Pacific Medical Group
!
Insurance_Williams_2026-07-15.pdf
Unrecognized document format
Williams, James v. County Board
!
Correspondence_Chen_2026-07-14.pdf
Potential duplicate detected
Chen, Lisa v. Metropolitan Hospital
04 · Monitor

Full visibility. No chasing updates.

Rokyte flags anything the AI is not confident about. Your team sees exactly which files are processed, which need a human eye, and why. Fewer surprises. No missing documents slipping through.

Honestly, I didn't realize how much time we were spending on it until we just weren't. Files come in already named and sorted. It's one of those things that once it works, you forget it was ever a problem.

Wirtz Law APC

Ready to stop managing
documents manually?

Book a 30-minute demo and see Rokyte in your workflow.

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