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Agent library / Data and reporting / Document filing and clean-up

Document filing and clean-up

PitCrew reads each incoming document, works out the household and document type, renames it to your convention and files it in the right folder. It can also tidy older folders with generic file names.

When it runsAs documents arrive, or as a one-time clean-up
Who approvesClient service
Works withSharePoint, email
Get in touchDescribe your version of this task

How it works

5 steps. Nothing is written or sent until step 4.

  1. Reads the documentSigned envelopes, uploads, scans
  2. Finds the householdAnd the document type
  3. Proposes the name and folderBy your convention
  4. A person approvesA person approvesOr approves in bulk
  5. Files itAnd links it to the client

What it reads and what it produces

Reads

  • Incoming documents
  • Your folder structure and naming convention

Produces

  • Renamed, filed documents
  • A list of documents it could not match

Rules it follows

  • Asks when unsureUnmatched documents go to a person.
  • Stays in your foldersAccess can be limited to the folders you choose.

Questions firms ask

Last updated: October 2026

Can it clean up old folders?

Yes. It proposes names and locations for older files, and your team approves in bulk.

How long does it take to set up?

5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.

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