Tools
Everything you need to get work done
Process, communicate and drive work forward at scale
Triage
Inbound work, understood before anyone opens it
Emails, scanned post and any other inbound record land in one inbox. AI suggests what each item is, pulls out the data and finds the matching record. A person confirms and moves on.
Triage
Communications
Email, SMS and portal messages that know the record
Templates pull live data from anywhere in your data model. Every send is written back as an auditable record against the person it went to.
Communications
Bulk actions
Do it to 40,000 records as easily as one
Filter a grid, select everything that matches (minus the three you want to skip) and run any action across the set. Volume runs it in the background, shows progress live and accounts for every record.
Bulk Actions
Action & Form Builder
Turn a process into a button. Turn a button into a form
Compose an action from a form, a workflow and a place to put it. Volume checks that the three still fit together, and disables the button with a reason if they ever stop fitting.
Action & Form Builder
Dashboards & reporting
Ask hard questions of your data without asking a developer
Reports traverse relationships as deep as you need, summarise across them and compute formulas. Dashboards turn them into KPIs, charts and pivots that filter each other.
Dashboards & Reporting
AI Data Extraction
Pull structured data from documents, spreadsheets, emails, and PDFs — automatically
No more wading through thousands of emails, documents or post. No manual re-keying. No reformatting. Volume understands the source, extracts what matters, and routes it where it needs to go. Whether it's a form, a contract, or an unstructured email chain, the right data ends up in the right place — ready to use.
AI Data Extraction
Document Generation
Letters, contracts and packs generated from the record. On your templates, in seconds
Pull in live data, apply the right template, and send. Volume handles the assembly so your team isn't copy-pasting between systems or chasing down the latest version of a letter. Whether it's one document or ten thousand, the output is consistent and accurate.
Document Generation
e-Signature
Send, sign and file back to the case. Without leaving the platform
Signing happens inside the process — not as a separate step that slows everything down. Send documents for signature, track where they are, and pick up the case the moment they're back. No chasing, no printing, no manual filing. Fully secure and compliant, without the friction.
e-Signature
Volume Assistant
Configure the whole platform by describing what you need
The Volume Assistant is an in-app copilot for the people who run Volume. Ask for a new object, a workflow, a report, a dashboard, an import, a template, a form or an action, and it drafts the change against your real data model. Nothing is written until a person reviews the change and approves it.
Volume Assistant
FormSense
Any PDF, completed from your records
Lender decisions, settlement forms and agreements arrive as PDFs that were never built to be filled in by anyone else. FormSense reads each one, finds what needs completing and fills it from your data, so your team checks the result instead of typing it.
FormSense
Import
Any spreadsheet in. Clean, matched records out
Statements, claimant lists, provider files and bulk updates arrive in every shape. Set up how a file should be read once. From then on, every file that arrives, whether by email, from a workflow or uploaded by hand, is checked, matched and loaded the same way.
ImportTriage
Inbound work, understood before anyone opens it
Emails, scanned post and any other inbound record land in one inbox. AI suggests what each item is, pulls out the data and finds the matching record. A person confirms and moves on.
Classification with a confidence score
An AI pass suggests the communication type and rates its own certainty, so triagers know when to look twice.
Extraction straight into the form
Documents and attachments are read field by field. Each value is pre-filled with its own confidence and can be re-run on demand.
Matching that forgives scanning errors
References are matched exactly first, then normalised, then with commonly confused characters folded (O→0, l→1, S→5). A misread reference still finds its record. An ambiguous one suggests nothing.
Suggestions, never silent writes
Every AI output arrives as a pre-filled suggestion beside the current value. Nothing is saved until a human confirms it.
Communications
Email, SMS and portal messages that know the record
Templates pull live data from anywhere in your data model. Every send is written back as an auditable record against the person it went to.
Merge tags that traverse relationships
Pull the account manager’s name onto a client’s email, or render an account’s payments as a table, without code.
Campaigns with follow-up timelines
An initial send plus scheduled follow-ups, tracked per recipient, with opt-outs honoured automatically.
Delivery you can prove
Provider message IDs captured, bounces and complaints handled, transient failures retried and permanent ones surfaced.
Consent built in
Signed, single-use unsubscribe links and self-service marketing preferences in the client portal.
Bulk actions
Do it to 40,000 records as easily as one
Filter a grid, select everything that matches (minus the three you want to skip) and run any action across the set. Volume runs it in the background, shows progress live and accounts for every record.
Select all, honestly
“All 12,480 records selected” means the filtered set across every page, with exclusions. Not just the rows on screen.
Ten bulk types, plus your own
Update, communicate, run campaigns, invite to the portal, request signatures, assign, calculate, and any action you compose in the Action Builder.
Per-record accounting
Runs finish completed or partially completed, with a report that drills from the run to the exact records that failed.
Alerts when it matters
Be told when a run is slow to start, slow per record, or failing more than it should.
Action & Form Builder
Turn a process into a button. Turn a button into a form
Compose an action from a form, a workflow and a place to put it. Volume checks that the three still fit together, and disables the button with a reason if they ever stop fitting.
Four action types, seven surfaces
Record, bulk, header and link actions, placed on grids, record pages, dashboard widgets and reports.
31 form field types
From currency and phone through signature, repeaters, ratings, sliders and UK address lookup, on a drag-and-drop canvas.
Conditional logic you can trust
Show/hide rules are checked again when the form is submitted, so a hidden field can never be slipped past validation.
Reach people outside the app
Link actions run from a secure, single-purpose link, so a “click to approve” email works for someone with no login.
Dashboards & reporting
Ask hard questions of your data without asking a developer
Reports traverse relationships as deep as you need, summarise across them and compute formulas. Dashboards turn them into KPIs, charts and pivots that filter each other.
Deep columns and summaries
Policy › Policyholder › Account › Balance, or the sum of payments across every related invoice, as a single report column.
Eight chart types, four widget kinds
Line, bar, area, pie, scatter, combo, funnel and heatmap, plus KPI tiles with gauges, tables and pivots.
Interactive by default
Dashboard filters, cross-filtering, drill-through, tabs and auto-refresh, and every viewer sees only what they are allowed to.
Delivered on schedule
Excel, PDF or PNG, daily, weekly or monthly, to users and roles, rendered exactly as a person would see it.
AI Data Extraction
The paperwork reads itself. You check what matters
Unleash the power of AI to reduce repetitive tasks dramatically, with confidence and control
No more wading through thousands of emails, documents or post. No manual re-keying. No reformatting. Volume understands the source, extracts what matters, and routes it where it needs to go. Whether it's a form, a contract, or an unstructured email chain, the right data ends up in the right place — ready to use.
Discover AI Data ExtractionDocument Generation
From the record to a finished document, in seconds
Offer letters, agreements, statements and client packs come straight out of your data: generated from your own templates, edited where a human touch is needed and filed against the record.
Your templates, filled from your data
Ordinary Word and Excel templates, with merge fields for anything on a record, its related records or a table of them, such as a payment schedule.
One, thousands or automatically
Generate from a record, in bulk or from a workflow, as PDF, Word or Excel.
Edit without leaving the platform
Open a generated document, adjust the wording, add or remove a clause and save it straight back to the record. No downloading, re-uploading or drafts lost in inboxes, and the record keeps the copy that went out.
Filed against the record
Every document is saved to the record it came from, ready to send, share in the client portal or send for signature.
e-Signature
Send, sign and file back to the case
Send a single document or a bundle for signature. Clients sign on a secure page linked from the email, in the client portal or during onboarding, and signed copies come back to the record with a certificate of completion.
Signed the way that suits them
A secure signing page linked from the email, the client or customer portal, or as part of the onboarding journey.
One document or a bundle
Send a single document, or a bundle of documents signed together in one sitting.
Filed back to the record
The signed documents and their certificate are saved to the record, and the next step in the workflow starts.
A certificate with every signature
Every signed document carries a certificate of completion: who signed, when, from where and how they were verified, with each view and signature logged as it happened. Anyone holding the document can check it against Volume later.
Volume Assistant
Configure the whole platform by describing what you need
The Volume Assistant is an in-app copilot for the people who run Volume. Ask for a new object, a workflow, a report, a dashboard, an import, a template, a form or an action, and it drafts the change against your real data model. Nothing is written until a person reviews the change and approves it.
Builds across the whole platform
Data model, FlowState workflows, reports of every kind, dashboards, import profiles, email and SMS templates, forms, record and bulk actions, triage configuration, navigation tabs and role grants. The same builders you use, driven from a conversation.
Works on the page you have open
Open a workflow, dashboard or import profile and ask about it. The assistant reads the live, unsaved canvas, proposes edits as a before-and-after view and applies them to the page for you to save.
Tests and diagnoses workflows
It can run a safe test of a workflow with its proposed changes, read the result and fix what failed, and explain why a real run failed from the execution log, without seeing record data.
Proposals, never silent writes
Every change arrives as a change set graded by risk, with a before-and-after view, what else it touches and how many records are affected. Additive changes are one click. Destructive ones need a snapshot and a typed confirmation, with a 72-hour rollback window for anything restorable.
Never sees record data
It works from your data model, catalogues and counts. Record values, inbound email bodies, workflow run data and secrets are never sent to a model.
Proposes, never writes
It has no tool that can change your instance. Every change is a fingerprinted change set that a person with the right permission reviews and approves.
Cannot send, publish or import
Sending email or SMS, running imports, publishing workflows or forms, creating users and touching secrets stay human-only actions.
Budgeted, metered, audited
Per-customer and per-user budgets, every turn metered, every applied change in the audit trail, a 72-hour rollback window and a kill switch.
FormSense
Any PDF, completed from your records
Lender decisions, settlement forms and agreements arrive as PDFs that were never built to be filled in by anyone else. FormSense reads each one, finds what needs completing and fills it from your data, so your team checks the result instead of typing it.
Read and filled in for you
A workflow drops the document into the FormSense queue the moment it arrives. AI reads it, finds every place that needs completing and fills each one with the right value from the record and its related records, even on a flat PDF that can't be edited.
Check it, don't rebuild it
Review on one screen: the document on the left, the fields on the right, each colour-matched to its box. Move or resize a box, change which field it pulls from, set the font, layout or date format, and add a value, a tick or a cross wherever one's needed.
Signatures on documents that weren't built for them
Place a client's signature and the date they signed straight onto a third party's document. Choose whether it needs a signature certificate, and whether the certificate is added to the document or created as a separate one.
Generated and filed in one click
Generate the finished PDF and it's saved as evidence against the record, with the document details already filled in by the workflow. The queue shows what's ready for review, in progress and complete.
Import
Any spreadsheet in. Clean, matched records out
Statements, claimant lists, provider files and bulk updates arrive in every shape. Set up how a file should be read once. From then on, every file that arrives, whether by email, from a workflow or uploaded by hand, is checked, matched and loaded the same way.
Map a file once, reuse it every time
Build a reusable import profile in four guided steps: Extract, Transform, Validate and Load. Pick the sheet, header row and data rows, map each column to a field with a live preview, and set the rules that catch bad data before anything is written.
Runs itself when files arrive
A spreadsheet attached to an email is picked up in Triage and imported automatically. Workflows can pass files straight to an import too, with values such as a case reference carried onto every row. No downloading, no re-uploading, no one waiting to press run.
Create, update or both
Add new records, update existing ones, or do both, matched on the fields you choose, with duplicate detection built in. Only fields that can receive data are offered, so nothing is written to the wrong place.
Every row accounted for
Each import has a report showing what happened to every row. Fix a failed row on screen and re-import just that row. Every imported row can also start a workflow, so one spreadsheet can update hundreds of cases end to end.