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Show me what I can automate
SystemsHow It WorksIndustriesPricingHow We BuildAboutShow me what I can automate
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Ready-to-Launch System

Document Organizer

Contracts, permits and paperwork renamed to one consistent pattern and filed where they belong.

Moredo Document Organizer reading an incoming document, naming it and filing it in the right folder
From $950 CAD
One-time implementation. Your figure is confirmed in writing after the Automation Review, before any work begins.
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The problem

Documents arrive as email attachments and get saved wherever there is time. Six months later nobody can find the signed one.

Received
→
Renamed
→
Filed
→
Linked to project
Business outcome
Findable in seconds, not minutes.
What it can do
✓Pick up documents from the inbox or folder you nominate
✓Read what the document is and who it belongs to
✓Rename it to the pattern you use
✓File it in the right client or project folder
✓Set anything it is unsure about aside for a person to place
What you get

Implemented, tested and handed over.

Included in the implementation
✓Configured around your existing folder structure and storage
✓Naming pattern and document types agreed with you
✓A review queue for anything the system cannot place confidently
✓Tested against your real documents before it goes live
✓Documentation and handover at the end of the build
Not included
Legal review of what any document says
Reorganising your entire historical archive, unless scoped in
Ongoing monitoring and maintenance, unless you add Moredo Care
01
Automation Review
We look at where documents arrive, how you name them today and where they need to land, then agree the scope in writing.
02
Build and connect
We configure the reading, naming and filing rules and connect them to your storage and project records.
03
Test and launch
We run it against a real batch of your documents with you, check the placements, then launch and hand over documentation.

The system files and names documents. It does not interpret their legal meaning, and anything it cannot place with confidence goes to a person rather than being guessed. What can be connected depends on what your current storage and email tools support, confirmed during the Automation Review.

Start with this system.

Book an Automation Review. We confirm what can be connected in your setup, and the exact figure, before any work begins.

Get this system
Do more.
With Moredo.

Managed AI automation for small and medium-sized businesses. We build the workflows, connect your tools and keep the whole thing running.

Vancouver, British Columbia · Working with businesses across Canada.

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Automation Review
Show me what I can automate
×
Interested system—
What type of business do you run?
Plain language is fine. “Plumbing company” tells us plenty.
What wastes the most time?
Choose as many as apply.
Leads
Follow-ups
Email
Scheduling
Quotes
Invoices
Documents
Receipts
Customer support
Reporting
Other
Which tools do you currently use?
Email, calendar, accounting, CRM, messaging — whatever comes to mind.
How many employees?
Including you. This is only to size the build.
1
2–5
6–20
21–50
50+
Where should we send it?
We’ll reply with what we would actually build.
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Continue
Thank you! Your submission has been received!
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✓
Thanks

We’ll review your workflow and identify where automation could create the most value.