One case workflow from upload to output.
Every document sorted into the right case category.
Ordernize recognizes 23 document types automatically, scores confidence, and routes uncertain files into a human-review queue. Multi-modal analysis reads text and visual layout together.
Turn financial records into reviewable fields.
Ordernize extracts institutions, account numbers, dates, and balances, then matches repeated accounts across statement periods. Ordernize merges spelling variants and institution aliases, so the case record stays clean as new documents arrive.
Deliver the inventory, report, and folders together.
Ordernize turns reviewed case documents into an IOD Excel workbook across 20+ categories, a missing-items gap-analysis report, and Bates-numbered organized folders.
Review the source and extracted data side by side.
Ordernize keeps PDFs and images beside editable fields, autocomplete, bulk move, reassign, merge, and real-time processing status so teams approve outputs with context.
Keep case entities coherent as the file grows.
Merge aliases so repeated institutions and parties stay tied to the same case entity. Place documents that span categories in more than one path without losing the original relationship. Assign owners across groups of documents once the case team has the context to classify them together.
See the full document workflow end to end.
Schedule a demo to walk through upload, classification, extraction, review, entity cleanup, and export.
Schedule a demo