HO
HelmOrbit
Document Intake — Auto-Populate Transactions
Upload an offer. Get a transaction.
Upload a Wisconsin WB-11 (or supported form). Claude reads the document, extracts the deal terms, and pre-populates a new transaction draft. Review, confirm, and commit.
Step 1 — Upload Offer
Max 50 MB. PDF only.
Status
Idle
Ready.
Source Document
Extracted Fields
Confidence
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Model
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Fields
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Time
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