EXPLORATION MODE — DOCUMENT INTAKE (CLAUDE VISION, ASYNC)
HO
HelmOrbit
Document Intake — Auto-Populate Transactions
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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
Model
Fields
Time