AI-Agents for Document Filing in Security Services

Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.

Draft Security Incident Reports

Turn guards' incident entries into reports for supervisor review.

Get a clear security incident report from a guard's form, with witness accounts and open questions ready for your review.

Works with36 tools
Send New Hire Packets

Send new guards their approved forms and track outstanding signatures.

Your new hire packet reaches the right person in private chat, and HR can see which signatures still need follow-up.

Works with12 tools
Draft Daily Incident Reports

Turn guard incident threads into reports for supervisor review.

You get a dated queue of daily incident report drafts. Each material incident has its own report for you to review.

Works with4 tools
Request Post-Incident Review

Put the final security incident report before its reviewer.

Your reviewer gets the finished report and a clear decision request. Your case shows when you asked.

Works with5 tools
Request Agreement Signatures

Send approved security contracts for signature and log the deal invite.

Your signers get the agreement to sign, and your seller sees the invitation details on the deal.

Works with12 tools
Send Incident Review Reports

Share current guard incident reports before team reviews.

Your incident review attendees get the current report and a question to consider before the meeting, with delivery results ready for the owner.

Works with
Send New-Hire Packets

Record signature requests for new guards in private HR files.

Your new hire gets their online packet, and HR gets a private report showing what went out and which forms need signatures.

Works with
Share Revised Reports

Send revised guard incident reports to assigned reviewers.

Your reviewers get a link to the right report revision, and you see who can open it and where delivery needs attention.

Works with4 tools
Draft Staff Incident Report

Turn guard shift accident notes into reports for supervisors.

Get a staff incident report draft in a shared document, with witness accounts kept separate and questions ready for the site lead.

Works with5 tools
Send Signature Requests

Send guard service agreements to approved clients for signature.

Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.

Works with10 tools
Send Incident Review Requests

Send guard incident reports to reviewers and report delivery failures.

See who received your critical or major incident review request and who needs follow-up.

Works with11 tools
Draft Workplace Incident Reports

Draft guard incident reports with witness accounts checked against shifts.

Get a workplace incident report draft that keeps possible causes separate from facts. Your safety reviewer sees gaps and next actions in the incident log.

Works with4 tools
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