LOADSMART/LOADSMART AI/DOCUMENT COLLECTION & FILING

Meet the AI Agents:
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

Watch it run your freight

Docs missing on delivered loads

3 delivered loads are missing signed BOLs and a rate con.

Documents · #LS-48180

Working
15:12:043 delivered loads flagged — documents missing in your TMS.
15:12:06Emailed and called each carrier for the signed BOL and rate con.
15:12:402 back — read, validated against the shipment, filed.
15:13:201 carrier sent the wrong file — flagged and re-requested.
15:14:02All 3 filed to your TMS. Every doc matched to its load.

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.

Loadsmart AI · scripted session
Docs Agent

It does not guess.

If a document is missing, unreadable, or ambiguous, the agent stops and hands it to a person with the context already attached. It will never invent a load number to close a gap.

What the agent does

Captures every document, files it, and tells you what’s still missing.

01

Collects

Picks up documents as they arrive — inbound email attachment or carrier portal upload — without anyone forwarding them anywhere.

02

Classifies

Identifies each document by type: 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 still time to chase it.

What changes

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, so there’s nothing to reconstruct when a dispute comes up.

Hours come back

Your team stops spending afternoons filing paperwork instead of moving freight.

Runs on your stack

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.

YOUR SYSTEM OFRECORDTMS · WMS · ERPLoadsmart AIAgents running the workAPIConnects to your system of record over a direct API integration.EDISpeaks EDI where your carriers and partners already do.MCPExposes the same actions over MCP for agent-to-agent workflows.
The rest of the lineup

Ten more agents running the same way.

Loadsmart AI is eleven specialized agents working the freight lifecycle end to end. If none of the eleven 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.

READ MORE →

Tender Failures

When a tender falls through, we re-tender down your routing guide and re-book, before the miss ever reaches your team.

READ MORE →

Proactive Load Audits

We check every load before pickup and flag at-risk transit early, so problems surface before they turn into penalties.

READ MORE →

Claims Processing

We gather the documentation, validate the claim, and draft the response for your approval, so claims get filed and recovered.

READ MORE →

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.

READ MORE →

Detention Handling

We warn the dock before free time runs out, and approve detention requests that match the gate record.

READ MORE →

Purchase Order Follow-Up

We find purchase orders due with no appointment, and get the supplier or carrier to book before stock runs short.

READ MORE →

Warehouse Customer Service

We answer your warehouse’s status questions and book appointments from an email, using your dock schedule and WMS.

READ MORE →

Dock Schedule Management

We keep the dock schedule on plan: a briefing before the first shift, late arrivals moved to the next valid slot, and a reschedule plan ready when dock capacity drops.

READ MORE →

Yard Task Orchestration

We select the asset for each pickup, schedule its preload and inspection, and return it to the yard, so it is ready when the carrier arrives.

READ MORE →

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.

Phone Icon
(646) 887 6278