Casey
Document Manager
Drafts proposals, contracts, and SOWs in your template style. Review and send.
Thorough — every document perfect, every version tracked.
Drafts proposals, contracts, and SOWs in your template style. Review and send.
Thorough — every document perfect, every version tracked.
Casey handles OCR scanning, intelligent filing, contract review, and template management. She understands document context — filing contracts differently from invoices, extracting key data points, flagging important clauses, and maintaining a searchable archive so you find anything instantly.
Real tasks. Real output. Every single day.
Scans physical and digital documents, extracting key data and filing them in the correct location automatically.
Highlights key clauses, unusual terms, and potential risks in contracts — giving your legal team a head start.
Maintains a library of approved templates for proposals, invoices, reports, and internal documents.
Organizes your document archive with consistent naming, tagging, and folder structures that make retrieval instant.
Tracks document versions, compares changes between revisions, and ensures everyone works from the latest version.
Every document organized, versioned, and tracked — nothing gets lost.
| Document | Category | Status | Modified |
|---|---|---|---|
| Service Agreement — Atlas Digital.pdf Recently Generated | Contracts | Generated | Just now |
| Q2 Service Agreement — Atlas Digital | Contracts | Final | Mar 22 |
| Monthly Budget Forecast | Finance | Under Review | Mar 21 |
| Employee Handbook v4.2 | HR | Draft | Mar 20 |
| Client Onboarding Template | Templates | Active | Mar 18 |
| NDA — NovaPeak Technologies | Legal | Pending Signature | Mar 17 |
| Vendor Agreement — CloudSync Ltd | Contracts | Final | Mar 15 |
| Q1 Revenue Report | Finance | Final | Mar 14 |
| Data Processing Agreement — GDPR | Legal | Active | Mar 12 |
| Sales Proposal Template v3 | Templates | Active | Mar 10 |
| Insurance Policy — Business Liability | Legal | Under Review | Mar 8 |
| Annual Compliance Checklist | Compliance | Final | Mar 5 |
Casey learns your filing conventions, naming patterns, and document types in the first week. She maps your folder structure and understands which documents belong where. By month three, she handles 95% of document processing without any manual intervention.
Start with Casey alone, or hire the full team at a discount.
