The themes we are building, in the order we are building them. What sits under Now is a commitment; the rest is direction.
Delivered
What has shipped, month by month, since the idea in March 2024. Facts, not forecasts.
Delivered
The starting point
A study begins: turn CaptureDOC, a document capture and management product, into a document governance platform with process control, compliance and AI at its core.
From capturing and filing to governing the document: who delivers what, when, and with which evidence
Processes and compliance as part of the product, not a module bolted on
AI in the design from day one, to read, classify and answer about the documents
Delivered
Foundations
The platform is born modular and multi-tenant, with identity, audit trail, reliable events and observability from the first day.
One organisation per tenant, with its data isolated
Authentication, users, groups, sessions and permissions
An audit trail and reliable events between modules
Cloud infrastructure described as code
Delivered
First working screens
The application gains the screens where the work happens: a kanban board, documents, smart checklists and the first dossier.
Kanban board with drag and drop
File management with preview
Smart checklists and step-by-step forms
The first dossier, created from a dialog
Delivered
Processes with a form engine and AI
Processes are now designed by the customer, with dynamic forms, automatic state transitions and the first language model reading the documents.
Dynamic forms and templates per process
Automatic state transitions, monitored in the background
The first language model extracting structured information from documents
Approvers, attachments and checklists validated on submission
Delivered
Semantic search
The content of documents becomes searchable by meaning, with an assistant that answers about the dossiers.
Text and tables extracted from PDFs, with a searchable layer
Embeddings and semantic search, isolated per organisation
An AI assistant over the documents, the future Genius
A new dossier lifecycle and a new dashboard
Delivered
The governed dossier
Each process prescribes the documents a dossier must hold; the product gets its cloud environment and its official model of roles.
Documents prescribed per process, each with its own status: missing, delivered, validated, expired
Collection fields at three levels: process, document and attachment
The official model of roles and permissions
A first Azure environment, with continuous delivery
Delivered
Collection per employee and quality check
Documents are now collected from specific people, and a quality check validates what the AI produced before a dossier closes.
One document per employee, with eligibility and leaving dates
Quality check per process, with its own permission
PDF, Office and image preview inside the dossier
Dedicated document AI infrastructure and one assistant per area
Delivered
Document intake, audit trail and a public face
Documents arrive through a review queue, the audit trail tells the whole story, and the product gets its public site, blog and roadmap.
Document intake with a review queue and visible limits
Alerts for expiring documents, renewed from the list
External sharing of a dossier, to view and fill without an account
An audit trail correlated end to end, with retention
The public site, with a blog and this roadmap
Delivered
Processes that act
A process can call outside systems in sequence, guide a person through a dossier in conversation, and take additions while it runs.
Chained calls to outside systems, where one answer feeds the next request, with the request and the response filed in the dossier
A guided conversation in Genius that fills in a dossier one step at a time and checks the answers
Additions to a dossier in progress, without changing its process
Cycle time per process, by stage
Delivered
Open Platform — AI agents
DOK Genius became a surface agents can work through — Claude, ChatGPT and others, on a person's behalf and never with more than that person may do.
DOK Genius MCP: an agent finds dossiers, reads their documents, opens a draft and adds files for the person who connected it
Each organisation decides: agents off by default, the agents it allows and the highest confidentiality they read
A consent screen before any access, and connections a person can see and end at once
Every act through an agent recorded in the person's name, with the agent beside it
A public manual and technical reference for connecting Claude and ChatGPT
Delivered
Smarter intake and evidence
Documents arrive from the organisation's own mailbox, Genius checks them as they land, and a dossier can leave as auditable evidence.
The organisation's mailbox connected to document intake, through Microsoft 365 or IMAP
Field rules and calculated fields written in plain language, checked by Genius
Genius reads a file when it arrives and flags what does not match before anyone reviews it
Document renewal campaigns: requests, deliveries and reminders for the documents about to expire
Compliance evidence pack, and a confidentiality level per document
Delivered
Enterprise identity and access
Sign in with the identity your organisation already uses, and decide who may do what, where and until when.
Microsoft Entra ID SSO per organisation, two-step verification, and SCIM 2.0 provisioning of users and groups
Roles each organisation defines for itself, from ready-made templates
Access granted per unit, process or area, with an end date when needed, and dynamic groups by rule
Temporary delegation and guest accounts
Platform support enters only at the customer's request, read-only by default, and is recorded
The plan is revised as it goes. Nothing here is available before it is announced as delivered.
Now
Being built.
Document Workspace
Open, read and annotate any document without leaving the dossier — and decide who may only look.
PDF, Word, Excel, PowerPoint, CAD drawings and iPhone photos in one viewer
Protected viewing: pages watermarked with the reader's name, without handing over the file
Annotations saved as a new version, with the original untouched
Download, print and export controlled by each organisation, with a watermark
Approval stamps recorded against the exact version
Next
Planned, after what is being built.
Developer Program
Everything a developer needs to build on DOK Genius without asking us first.
Public documentation of the API, with examples
Webhooks for the events an integration needs
Records & Retention
Keep each record for as long as the rules require, and dispose of it in a way that stands up to an audit.
Configurable retention per process and per document
Archiving and governed deletion
Backup and recovery, tested and documented
On-Premises Edition
For organisations that need DOK Genius inside their own infrastructure, updated without an internet connection.
On-Premises edition, packaged for the customer's own infrastructure
Licensing and updates without an internet connection
Later
Direction settled; the detail lands closer to the time.
Document Signatures
Sign documents inside the dossier, and let anyone check that they have not changed.
Electronic signatures on the exact version of a document
Qualified signatures with the Portuguese Citizen Card and Chave Móvel Digital
Signatures and integrity anyone can verify, inside or outside DOK Genius
Validation of documents signed elsewhere
Customer Portal
External sharing grows into a persistent portal, with history, for the people outside the organisation who deliver into it.
A place of their own for customers and partners
History of requests and deliveries
Notifications and deadlines visible to whoever delivers
Mobile Capture
Photograph a document and deliver it into the right process, from the phone.
Camera capture with cropping and perspective correction
