The platform
Client experiences, staff workflows, document management, and communications — unified by intelligence
Keyveve unifies your firm's engagement workflow in one platform, with AI agents handling intake, classification, routing, and client follow-ups across accounting, advisory, wealth management, consulting, and recurring client services.
The Platform
How the platform fits together
Keyveve follows work from the first client request to final delivery, keeping people, documents, decisions, and communication in context.
Client Experience
Staff Command Center
Agentic Document Intelligence
Document Studio
01 / Client Experience
A single, intelligent place for every client engagement
Keyveve gives each client one secure portal for every engagement across accounting, advisory, wealth management, consulting, and recurring client services. They upload documents, track outstanding items, complete forms, sign deliverables, and message your team while AI classifies and routes each upload in real time.
- Unified dashboard across all service lines and engagements
- Documents processed, classified, and routed by AI agents the moment they arrive
- Interactive questionnaires and intake forms
- Built-in e-signatures for engagement letters, returns, and deliverables
- Encrypted direct messaging with assigned staff
- Real-time status tracking that updates dynamically as items are received
02 / Staff Command Center
Manage every engagement — with AI agents handling the operational work
Staff manage the full engagement lifecycle in one workspace: templates, assignments, deadlines, and progress from intake to delivery. AI classifies documents, prepares client requests, routes submissions, and follows up on missing items.
- Engagement creation with configurable templates for accounting, advisory, wealth management, consulting, and client services
- AI agents turn organizers, intake packets, and request lists into trackable client work
- Autonomous document classification, deep analysis, and intelligent routing
- Automated follow-ups for missing or incomplete items
- Staff assignment, stage-gated workflows, and deadline management
- Bulk engagement creation and organizer processing at scale
- Deep research agents for any document — client engagements and internal operations
03 / Agentic Document Intelligence
Every document read, classified, and routed — autonomously
When clients or staff upload documents, AI classifies the type, extracts key information, verifies it against engagement needs, routes it to the right client workstream, and flags low-confidence items for review.
- AI agents deeply analyze every document to extract all key information
- Autonomous classification and verification against request requirements
- Smart matching to client requests with confidence scoring
- Semantic indexing for intelligent search across all firm documents
- Batch processing with real-time status tracking
- Automated follow-up for missing or incomplete documents
04 / Document Studio
AI-powered DMS, productivity, and team collaboration suite for your entire firm
Document Studio is a secure DMS and productivity suite where AI organizes documents into the right client and engagement folders. Deep research agents analyze client work, wealth reporting, and internal operations from one shared workspace.
- AI agents organize and sort every document by client, engagement, and type
- Deep research agents for any document across your firm’s entire library
- Intelligent natural-language search powered by semantic indexing
- Full version history with compliance-ready audit trails
- Shared productivity suite connecting teams across all service lines
- Role-based access controls with multi-tenant data isolation
Communications & email
05 — Work in context
Every conversation and email — intelligently routed to the right engagement
Internal messaging, client communications, and email triage stay linked to each engagement, so teams collaborate in context instead of searching inboxes.
Internal Team Messaging
Encrypted staff conversations linked to each engagement.
Client Communications
Secure client messaging tied to the right engagement.
Email Triaging
Microsoft 365 email triage that routes and categorizes messages by engagement.
Automated Notifications
Digest emails and alerts keep teams and clients informed without manual follow-up.
How it works
06 — From setup to delivery
Up and running in weeks, not months
Keyveve fits into existing operations with minimal disruption; our team handles migration, setup, and training.
Set up your engagements
Create engagements for any service line, apply workflow templates, assign staff, and configure request checklists. Keyveve’s agents adapt to your firm’s processes.
Invite your clients
Clients access a modern portal to upload documents, complete questionnaires, sign forms, and track progress — with AI processing everything the moment it arrives.
Agents handle the rest
Documents are autonomously classified and routed. Missing items are chased automatically. Organizers and intake packets become trackable requests. Your team reviews, approves, and delivers.
Next step
See the platform in action
Book a demo to see how Keyveve unifies engagement workflows while AI agents handle intake, classification, routing, and follow-ups.