Stop Drowning in Emails. Let AI Do the Heavy Lifting.
Lavetach reads your emails, PDFs, WhatsApp messages, and call recordings. It matches them to clients, extracts tasks, and runs your workflows. You just approve.
Your Day Now
- 100+ emails - manually matching to clients
- WhatsApp messages lost across devices
- "Did they send their bank statement?" - searching everywhere
- Missed follow-ups, forgotten tasks
- Call notes scribbled on paper, never actioned
Your Day With Lavetach
- Emails auto-matched to clients by AI
- WhatsApp synced and linked to cases
- AI reads PDFs: "Bank statement received - income $120k"
- Tasks auto-created, reminders set
- Call recordings transcribed, action items extracted
How It Works
From chaos to clarity in three simple steps
Connect Your Channels
Link Gmail, WhatsApp, and upload call recordings. Use your own API keys - your data stays yours.
AI Processes Everything
AI reads emails, PDFs, images, and transcribes calls. It matches to clients, classifies documents, extracts tasks.
You Approve & Act
Review AI suggestions with one click. Accept, reject, or modify. You stay in control.
AI That Actually Understands Your Documents
Not just text matching - real document intelligence
Email Intelligence
AI reads email content AND attachments. Extracts sender info, intent, urgency, and matches to the right client.
→ Matched to: John Smith
→ Document: Bank statement, Income: $95,000
PDF & Image Reading
AI extracts text from PDFs, reads scanned documents, and understands photos of IDs, payslips, and statements.
→ Type: ID Document
→ Name: Jane Doe, DOB: 1985-03-15
→ Expiry: 2027-03-14
WhatsApp Sync
All messages synced automatically. Photos and documents analyzed. Linked to client profiles.
→ Matched to: Mike Johnson
→ Image received: Payslip
→ Gross income: $8,500/month
Call Transcription
Upload call recordings, get accurate transcriptions. AI extracts action items and follow-up tasks.
→ Full transcript with timestamps
→ Tasks extracted: "Send pre-approval docs"
→ Follow-up: "Call back Tuesday"
Smart Entity Matching
AI matches communications to clients using email, phone, name variations, and context clues.
→ 92% match to "John Doe"
→ Reason: Same phone in signature
→ Action: Confirm or reject match
Automated Workflows
Define SOPs in plain English. AI triggers them when conditions match. You approve the actions.
→ Trigger: Email received, no match, mentions rates
→ Actions: Create entity, add task, notify broker
→ Auto-executes with 95% confidence
Workflows That Run Themselves
Pre-built SOPs for mortgage brokers. Customize or create your own.
New Lead Intake
When someone new asks about a mortgage...
- Create new client entity
- Add "Initial consultation" task
- Send to broker for follow-up
Document Received
When client sends bank statement or payslip...
- Extract income and document type
- Update client profile
- Create "Review documents" task
Lender Response
When bank replies about an application...
- Parse approval/decline status
- Create urgent task for broker
- Notify team of outcome
Urgent Request Handler
When message contains urgent keywords...
- Flag as high priority
- Create urgent task immediately
- Push notification to broker
Your Data. Your API Keys. Your Control.
Unlike other AI tools, Lavetach uses YOUR API keys for AI services. Your data never passes through our servers for AI processing.
Bring Your Own Keys
Use your Anthropic, Gmail, WhatsApp, and Gemini API keys. We encrypt them, you control them.
Human-in-the-Loop
AI suggests, you decide. Nothing happens without your approval (unless you configure high-confidence auto-actions).
Team Roles & Permissions
Admins see everything. Members only see their assigned clients. Full RBAC for team security.
Live Dashboard Preview
What your day looks like
Real-time updates via WebSocket