Manufacturing
Approval routing
Apply spend thresholds and delegation-of-authority rules to route purchase approvals to the right owner, with a full audit trail.
Ready-made workflows, running day one.
Start from proven RakerOne templates for intake, review, reconciliation, approvals, and document work. Filter by industry, pick a workflow, and run it in the app.
Legal
Billing hygiene
Time entries reconciled, exceptions flagged before the bill ships.
Real estate
CAM reconciliation
Reconcile common area maintenance charges against lease terms and actual expenses, and flag variances for tenant billing.
Manufacturing
CPG retailer compliance
Check shipments and documentation against retailer routing guides and chargeback rules to prevent compliance penalties.
Public sector
Case management
Intake, eligibility check, case determination logged.
Insurance
Certificate issuance
Rule-table reconciliation, broker signature, issued.
Public sector
Citizen services
Citizen request triaged, answered, and recorded.
Insurance
Claim triage
FNOL ingestion, categorization, acknowledgment, file opened.
Healthcare
Clinical intake
Structured forms, field-level validation, clinician handoff.
Financial services
Credit and commercial approvals
Three-document reconciliation on commercial files.
Real estate
Critical date tracking
Monitor lease renewal, option and notice deadlines extracted from abstracts, and alert owners before key dates lapse.
Agnostic
Document reconciliation
Compare structured facts across files, flag mismatches, and prepare the reviewer packet.
Legal
Document review and prep
First-pass review, redlines, exhibits assembled.
Financial services
Exception handling
Alerts triaged, narratives drafted, reviewer holds the decision.
Public sector
Identity
Identity verification, document checks, file cleared for action.
Legal
Immigration files
Completeness check, contradiction flagging across the file.
Agnostic
Intake to approval log
Capture a request, validate required fields, route the decision, and write the audit log.
Manufacturing
Invoice intake, matching and exceptions
Capture supplier invoices, three-way match against the purchase order and goods receipt, and route only the exceptions for human review.
Legal
Knowledge retrieval
Answers grounded in firm records. No hallucinated citations.
Real estate
Lease abstraction
Extract key terms, dates, clauses and financial obligations from lease documents into a structured, reviewable record.
Legal
Matter intake
Conflicts check, engagement letter, matter opened.
Public sector
Municipal permitting
Permit application checked against code, routed for approval.
Financial services
Onboarding and KYC
Documents gathered, verified, filed.
Healthcare
Patient correspondence
Letters, reminders, follow-ups grounded in the record.
Healthcare
Prior authorization
Payer-specific packets assembled against the chart.
Financial services
Private-market and fund ops
LP reporting, capital calls, subscription documents.
Healthcare
Referrals and triage
Parsed, routed by specialty and urgency, acknowledged.
Insurance
Renewals
Scheduled pulls, at-risk flagging, renewal packets prepped.
Insurance
Servicing and endorsements
COIs, midterm changes, reconciled against the book.
Insurance
Submissions intake
ACORD forms, loss runs, broker notes triaged, routed, underwriter-ready.
Manufacturing
Supplier onboarding
Validate new supplier documentation, tax and banking details, and certifications before activating them in the ERP.
Real estate
Vendor compliance activation
Verify vendor insurance certificates, licenses and W-9s, then activate compliant vendors and chase missing documents.
Real estate
Vendor invoice processing
Capture property vendor invoices, code them to the right property and GL account, and route exceptions for approval.
Bring your first workflow. Run it live.
We will map a real process to a RakerOne playbook and show the audit trail it creates.