The Complete
Automation Platform
for your Documents

Turn documents into structured data and insights, run meetings with transcripts, and collaborate — all in one secure platform.

ChatGD

One Platform, Three Powerful Capabilities

GrabDocs connects documents, meetings, and activity into real business insight — not just storage.

Client Intake

Turn document collection into a tracked checklist — not a pile of emails.

Create a checklist of required documents for each client or case
Share a secure upload link; clients can also send files via email
GrabDocs automatically matches incoming files to checklist items
Track progress at a glance — see what's received, missing, or overdue

Meeting Platform

Create and schedule meetings with AI-powered transcripts & GrabDocs Webinar

Chat with meeting transcription & summaries
Recording & speaker identification
GrabDocs Webinar to external viewers
Meeting assets integrated into chat

Digital Signature

Sign documents in place — with a clear flow from request to completed file

Send documents and forms for signature
Multi-signer envelopes with sequential or parallel routing
Automated reminders and expiration dates so deals don't stall
Review, download, and share completed signed copies

Explore All Features

GrabDocs Trend Insights (GTI)

Most systems store documents. Very few actually understand what's changing over time. That's why we built GrabDocs Trend Insights (GTI).

GTI analyzes documents, audio, and records across time to surface real trends — automatically.

Documents → Understanding → Trends → Insight

That's the goal.

Works across industries:

Healthcare

Clients

Projects

Operations

Financial records

Any time-based data

Example: In healthcare, GTI can track patient health trends. The same system works for client relationships, project progress, operational metrics, financial performance, and any time-based data hidden in documents.

Instead of manually reviewing dozens of files, users can simply ask: "What trends do you see for this [patient/client/project]?"

GTI pulls data from all related records, orders events by the dates inside the documents, and generates:

Clear, explainable insights
Visual charts showing changes over time
Concise summaries that capture entire documents of the subject

As more data is uploaded, GTI continuously updates, ensuring insights always reflect the latest information.

Patient Health Trends

Blood Pressure • Temperature • Heart Rate

Same system works for clients, projects, operations, and more

Upload

Extract

Summarize

Chart

patient_record_jan.pdf ✓ Processed

patient_record_feb.pdf ✓ Processed

patient_record_mar.pdf ✓ Processed

GTI Trend Summary:

Processing...

Blood Pressure

Temperature

Heart Rate

GrabDocs Extraction Engine

Watch your Data — Extract structured information from files, audio, and images. Specify the fields you want to track and get instant results.

Watch Your Data

GrabDocs Extraction Engine lets you define specific data fields to extract and monitor from any document, audio recording, or image. Simply upload your files, select the fields you want to watch, and get instant structured results.

Multi-Format Support

Extract data from PDFs, images, audio files, and more

Custom Field Selection

Choose exactly which data fields you want to extract and track

Real-Time Progress

Watch the extraction process with live progress updates

Exportable Results

Export your extracted data in CSV, JSON, or Excel formats

Ideal For

Hospitals

Extract patient data from medical records, lab results, and insurance forms for faster processing and better care coordination.

Loan Officers

Quickly extract key information from credit reports, pay stubs, and tax documents to accelerate loan approvals.

Legal Firms

Extract dates, parties, and key terms from contracts and legal documents to streamline case preparation.

Real Estate

Extract property details, pricing, and contract terms from listings and agreements for faster transactions.

Accounting Firms

Extract financial data from invoices, receipts, and statements to automate bookkeeping and reporting.

HR Departments

Extract employee information from resumes, applications, and forms to streamline hiring and onboarding processes.

Data Extraction Engine

Upload files and specify fields to watch

Upload File

Click to upload or drag and drop

PDF, Images, Audio files supported

Select Fields to Watch

Credit Score Payment History Debt-to-Income Total Debt Credit Utilization

Extracted Data

Enterprise-ready mobile document management

GrabDocs for Business brings mobile-first document management to organizations of any size, with enterprise security, team collaboration, and advanced analytics.

Start free trial Request a demo See business features

The Complete
Automation Platform
for your Documents

One Platform, Three Powerful Capabilities

GrabDocs Trend Intelligence

Client Intake

Meeting Platform

Digital Signature

Inside GrabDocs

GrabDocs Trend Insights (GTI)

Works across industries:

Patient Health Trends

GTI Trend Summary:

GrabDocs Extraction Engine

Watch Your Data

Multi-Format Support

Custom Field Selection

Real-Time Progress

Exportable Results

Ideal For

Hospitals

Loan Officers

Legal Firms

Real Estate

Accounting Firms

HR Departments

Data Extraction Engine

Extracted Data

Enterprise-ready mobile document management

GrabDocs Support

Popular Questions

The Complete Automation Platform for your Documents

One Platform, Three Powerful Capabilities

GrabDocs Trend Intelligence

Client Intake

Meeting Platform

Digital Signature

Inside GrabDocs

GrabDocs Trend Insights (GTI)

Works across industries:

Patient Health Trends

GTI Trend Summary:

GrabDocs Extraction Engine

Watch Your Data

Multi-Format Support

Custom Field Selection

Real-Time Progress

Exportable Results

Ideal For

Hospitals

Loan Officers

Legal Firms

Real Estate

Accounting Firms

HR Departments

Data Extraction Engine

Extracted Data

Enterprise-ready mobile document management

GrabDocs Support

Popular Questions

The Complete
Automation Platform
for your Documents