Voxis centralizes every client document, checks that it's complete and correct, and manages the entire collection and follow-up process - for you.
Automatic reminders to the client until every document is in.
Automatic checks that documents are complete and correct.
Every document filed under the right case, tidy and clear.
Less chasing paperwork, more time to advise.
No commitment. A limited number of spots.
Cases / דניאל כהן
Document requirements
Case data
תלוש שכר אוגוסט
Source: doc_2026_08_salary.pdf
Documents (4)
תלוש שכר אוגוסט
3 fields extracted
תלוש שכר יולי
uploaded
תלוש שכר יוני
uploaded
אישור ניהול חשבון
not uploaded
How it works
From opening a case to information that's ready to review - without chasing a single document yourself.
Build a document requirement list per case type, backed by schemas tailored to each document.
Clients send in what they were asked for, straight into their case in the system.
Accurate, ongoing tracking against every requirement - no manual counting.
Automatic analysis identifies the document type and pulls out the relevant values.
Extracted data shows up directly inside the case - organized and accurate, no opening files one by one.
Case data
תלוש שכר אוגוסט
Source: doc_2026_08_salary.pdf
A real example of information that appears in the case after AI analysis
In development for partners
Why Voxis
We're working with a small number of advisors who use the product on real cases and help us prioritize what gets built next - including the capabilities still in development.