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Documents

A document comes back wrong, and Headroom catches it.

Headroom reads every page of a document and checks it against what your records already say.

Live demoRunning on sample records

When triggered

Executed closing package

742_maple_ridge_executed_package.pdf · 38 pages — received Jun 14

  1. Read attached document

  2. Extract key clauses

  3. Update workspace record

742 Maple Ridge

Closing Sherpa

View all deals
GH
Date
is
Today
2 Active
1 In review
2 Waiting on lender
2 Active
Property
Buyer
Closingai
Inspectionai
Financingai
Urgency
742 Maple Ridge
Harrington / Chen
May 21, 2026
May 20, 5:00 PM
Under review
High
Park Slope Duplex
Murphy Family
May 28, 2026
May 24, 5:00 PM
On track
Medium
1 In review
Property
Buyer
Closingai
Inspectionai
Financingai
Urgency
Cedar Court
Nguyen Trust
May 18, 2026
May 15, 5:00 PM
Cleared May 14
High
2 Waiting on lender
Property
Buyer
Closingai
Inspectionai
Financingai
Urgency
Riverside Condo
Torres Estate
June 2, 2026
May 30, 5:00 PM
Earnest pending
High
Henderson Close
Henderson Estate
June 14, 2026
June 6, 2026
Appraisal in
Medium

Every page read. Nothing taken on trust.

  • Reads the whole document

    Contracts, statements and forms, page by page, including scanned PDFs and image-only decks.

  • Pulls out what matters

    Dates, amounts, names and conditions are lifted into the right properties on the record.

  • Compares it with what you know

    Headroom reads the document next to the record it belongs to, so a changed deadline or a missing signature stands out.

  • Keeps the record current

    When a new version arrives, anything worked out from the old one is worked out again.

Common questions

Where do documents come from?+

Email attachments, files on a record, and anything you drop into a chat with Headroom.

What file types does it read?+

PDFs and images, plus text formats like CSV, Markdown and JSON in chat.

Does it replace our review?+

No. It does the reading so your team's review starts from what's different, not from page one.

More of Headroom

  • SLSarah Lin9:14

    Re: Order #4471

    Can we push delivery to Friday? Our dock is closed Thursday.

    Order #4471Updated just now
    ClientHartley & Co
    DeliveryFri 15 Oct
    EmailReads Gmail and Outlook and updates the right record.
  • Quote · Hartley & Co

    $12,400

    MR

    Marcus Reid

    Signs off quotes over $10k

    ApproveAsk
    Approved · sent to client
    Sign-offsAsks the right person before anything goes out.
  • PDFInvoice_4471.pdf
    Qty40 units
    Total$12,940 ≠ quote
    You're hereDocuments
  • Call with Hartley · 12 min
    Send revised quoteTuePS
    Book the deliveryFriMR
    Calls
  • Who owns what

    Quotes over $10kMarcus approvesMR
    DeliveriesPriya schedulesPS
    Client emailsSarah repliesSL
    Never ship before payment clears
    Business mapKnows who owns what and which rules can't bend.
  • ClientStageOwner
    Hartley & CoWonPS
    Brook StreetDeliveryMR
    NorthwindInvoiceSL
    Workspace
  • Intro callThu 14 · 30 min
    10:0011:302:003:30

    Booked · Hartley record ready

    Calendar
  • Order inCheckedApprovedShipped
    Processes
  • New order

    Company

    Hartley & Co

    PO number

    4471

    Forms
  • Hartley & Co portal

    Your orders

    #4471Delivered
    #4402Delivered
    Portals
  • Delivery → Fri 15

    From Sarah's email · 9:14

    Status → Approved

    Marcus · 9:02

    History
  • Order #4471Finance
    DeliveryFri 15
    Margin32%
    Permissions
  • GmailOutlookSlackWhatsAppDrive

    ● Filed from Drive

    Integrations
  • Which orders ship late this week?

    Two, both pushed by the client:

    #4471 Hartley & Co → Fri · #4480 Brook Street → Mon

    AskAnswers from your own records.

You don't set it up. We do.

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