Document Intake
Upload, classify, extract, and verify source documents.
Intake States
| State | Meaning |
|---|---|
| Received | File is stored, but extracted fields are not yet verified. |
| Extracted | Fields exist and need human review. |
| Verified | The document can contribute values to a draft. |
No-Key Behavior
The app must stay navigable when ANTHROPIC_API_KEY is unset. Intake articles
should document manual-entry fallbacks next to any AI-assisted path.
What preparers should expect
- Uploads should stay local and boring in development.
- Classification should suggest a document type, not force one.
- Manual entry must remain available for every supported form shape.
- The verify screen should make confidence visible, not hide it.
- Nothing should enter the draft until the preparer confirms the fields.