User goal
Understand how BrieflyGo fits accounting document work: merge, extract, review, and deliver.
Use case · 10 pages
For Accountants
Explains BrieflyGo for accountants assembling client packets, extracting data from PDFs, and managing signed document workflows.
/for-accountants
2
Actions
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States
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Related flows
2
Related pages
Actions on this screen
Start client packet
Opens accountant workflow template in editor.
Next: /accountant_client_packet
Extract data
Runs PDF-to-JSON extraction on a client document.
Next: /pdf-to-json
Important states
Accountant use casePacket assembly flowData extraction CTAEditor CTA