Meet the Agent: Document Collection & Filing
Every quote, tender, rate confirmation, BOL, POD and invoice — captured as it arrives, classified, and filed against the right shipment. Without anyone sorting an inbox.
70–90%
less document-handling time
MEASURED AT BUNZL
Docs missing on delivered loads
3 delivered loads are missing signed BOLs and a rate con.
Documents · #LS-48180
What just happened
A stack of delivered loads was missing paperwork. Loadsmart AI chased every carrier by email and phone, read and validated each document, caught a wrong file, and filed all three to your system of record — your team chased none of them.
It does not guess.
When a document is missing, unreadable, or genuinely ambiguous, the agent stops and hands it to a person with the context already attached. That boundary is the point: it takes the repetitive share of document work without help, and it never invents a load number to close a gap.
Captures, classifies, and files. Then tells you what’s missing.
01
Collects
Picks up documents as they arrive — inbound email attachment or carrier portal upload — without anyone forwarding them anywhere.
02
Classifies
Identifies what each document actually is: quote, tender, rate confirmation, bill of lading, proof of delivery, or invoice.
03
Matches and files
Extracts the load number, carrier and dates, ties the document to the correct shipment record, and files it.
04
Flags the gap
Surfaces what is still missing while there is time to chase it, instead of at settlement when it becomes a problem.
What your team stops doing. And what that’s worth.
Settlement closes faster
PODs and invoices are matched the moment they arrive, so there is no gap between delivery and payment approval.
The audit trail stays clean
Every document is tied to its shipment at arrival, not reconstructed after the fact when a dispute comes up.
Hours come back
The team stops spending afternoons on filing that has nothing to do with moving freight.
Nothing to rip out. Nothing to migrate.
Your existing systems stay your system of record. Loadsmart becomes your system of action — the work runs on the Loadsmart Platform and the outcome is written back where your team already looks for it.
Five more agents running the same way.
Loadsmart AI is six specialized agents working the freight lifecycle end to end. If none of the six match what is slowing your team down, describe the task and Loadsmart will build the agent to run it.
Tracking & Status Updates
We get status from carriers so your team stops making check calls, and push clean updates to the people who need them.
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Tender Failures
When a tender falls through, we re-tender down your routing guide and re-book, before the miss ever reaches your team.
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Proactive Load Audits
We check every load before pickup and flag at-risk transit early, so problems surface before they turn into penalties.
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Claims Processing
We gather the documentation, validate the claim, and draft the response for your approval, so claims actually get filed and recovered.
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Scheduling & Re-Scheduling
We book dock appointments against carrier and facility availability, and when a pickup slips, we re-schedule and notify everyone who needs to know.
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Bring the workflow that bothers you most.
See the Document Collection & Filing agent run against your own freight, in a working session with the team that builds it.