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Records Request / Release of Information
Collect a signed authorization and securely gather requested records so you can release information with documented consent.
Where every field comes from
Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.
Signed Release Authorization
5 fields filled
Record Subject
Records Requested
Releasing Organisation
Release Date
Authorization Expiry
Every field this template collects. Without extraction your client copies all 8 values off their own documents by hand — and still sends you the 1 file.
- Client sends
- 1
- 1 file to upload
- Client types
- 3
- the rest is read for them
- AI fills
- 5
- extracted from the files
- On the form
- 8
- fields in total
Start with Records Request / Release of Information
Import the template and send your first request in minutes.