Key capabilities
Multi-channel document collection
Collect documents from clients through the WhatsApp Business API (primary) or a web portal (fallback). Automated reminders, status tracking, and per-client checklists eliminate manual follow-up.
AI-powered document validation
Every uploaded document is validated by Xenora’s RAG-based AI layer — checking for completeness, correct document type, expiry dates, signature presence, and field-level accuracy before it reaches the reviewer’s queue.
Document review workflow
Every upload moves through a clear lifecycle — Awaiting Upload → Uploaded → Approved / Rejected / Re-upload Requested. Reviewers approve, reject, or request a re-upload directly from the case page, with the reason sent back to the client automatically.
WhatsApp-first client experience
Clients submit documents, receive reminders, and check status entirely within WhatsApp — no app installs, no logins, no friction. Desktop web access is available for clients who prefer it.
Workflow templates
Pre-built templates for common document flows — KYC onboarding, Power of Attorney, Sale Deed, loan documentation, employee onboarding — that firms can customize and reuse.
Audit trail & compliance
Every document event (submission, validation, approval, modification) is logged with timestamps and actor identity. Six-year retention by default, aligned with Indian regulatory requirements.
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