MagicIntake automatically classifies, organizes, and tracks every document your team collects. Set up in minutes, not months.
MagicIntake replaces the spreadsheets, shared folders, and back-and-forth emails you currently use to collect documents.
Set up your workspace in seconds. Define roles, create document templates, and invite your team members or clients.
Your team members or clients upload their documents. No training needed — just drag, drop, and go. AI classifies everything automatically.
Review each document, approve or request resubmission with one click. Track expiration dates and get automated reminders.
Built for law firms, HR teams, insurance brokers, compliance departments, and anyone who collects documents from other people.
Upload any document and AI instantly identifies what it is — driver's license, tax return, insurance card, and more.
Set expiration dates on documents. Get automated email reminders at 14 days, 5 days, 3 days, and when expired.
Owners, admins, staff, clients — everyone sees exactly what they need. Custom roles with granular permissions.
Automatic email alerts when documents are rejected, with the reason included. Optional SMS for business plans.
Define exactly which documents you need from each role. Required vs optional, categories, bilingual labels.
Select documents and download as a ZIP. Files are auto-named "FirstName LastName — Document Type" for easy filing.
Start free, upgrade when you're ready. All plans include a free tier with 30 AI classifications per month.
Join teams who trust MagicIntake to collect, classify, and organize their documents with AI.
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