For ops & anyone with a document inbox

Sort every documentto the right queue.

Classify each incoming document and route it with a rule pack you control — and get a clear ROUTE, QUARANTINE, or UNMATCHED. A deterministic front door that refuses to silently misroute the document two rules send two different places.

Get the System — $69one-time · instant download · yours to keep
Five deliverables · runnable
Routing engine (Python, 0 deps)
runnable
Intake Worksheet workbook
.xlsx
Intake Routing Operating Guide
.docx
Rule-Pack & Conflict-Design Guide
.docx
Worked intake batch sample
.json
Works alongside
Extraction Kit · Field Validator
01.The Problem

The wrong first sort poisons everything downstream — and the worst one looks confident.

The contract in AP

A signed agreement that mentions an invoice gets first-match-won to accounts payable — and a lawyer never sees it.

The document nobody claims

Nothing in your rules matches it, so it sits unrouted in an inbox until someone notices.

Sorting by hand drifts

Manual intake routing is inconsistent and slow. A rule doesn't get tired on the fortieth document of the morning.

02.See It Work

Route an intake batch and watch the gate quarantine the document two rules claim differently.

Route an intake batch · live · deterministic
as of 2026-06-22
Confidence floor (min signals):any single signal routes

vendor-msa-signed.pdf

QUARANTINE

from legal@vendor.com · $1500 · This Master Services Agreement is entered into by the parties. Invoice for the s

Rules matched
P2Invoice
P4Signed contract

Two rules match but point to different destinations (AP - standard queue vs Legal - executed), so this document is QUARANTINE — the higher-priority rule does not silently win. A person routes it, instead of a contract quietly landing in AP.

Intake verdict
INTAKE BLOCKED

4 routed · 1 quarantined · 1 unmatched. One conflict holds the batch.

Routed share
67%
context only — the gate decides

Every match is a fixed rule firing on the document's own signals — no probabilities, no model. The workbook and the Python engine produce these exact verdicts.

03.The Engine, Run

The same verdicts from the Python engine — every rule, every document.

======================================================================
  DOCUMENT CLASSIFY & ROUTE  ·  as of 2026-06-22
======================================================================
  ACME-invoice-0420.pdf          ROUTE       Invoice (high-value)  ->  AP - manager approval
  lunch-receipt.jpg              ROUTE       Receipt / expense  ->  Expenses queue
  Jane-Doe-resume.pdf            ROUTE       Resume / CV  ->  Recruiting inbox
  vendor-msa-signed.pdf          QUARANTINE  conflict: AP - standard queue | Legal - executed
  internal-memo.txt              UNMATCHED   no rule matched
  help-request.eml               ROUTE       Support request  ->  Support queue
----------------------------------------------------------------------
  ROUTE 4   QUARANTINE 1   UNMATCHED 1   (routed 67%)
----------------------------------------------------------------------
  INTAKE: INTAKE BLOCKED
======================================================================
  Sorts your own documents by your own rules. Not legal advice.
======================================================================

The vendor MSA reads as an invoice (→ AP) and a signed agreement (→ Legal) at once. Two destinations, so it QUARANTINEs — the higher-priority AP rule does not silently win, and a person routes it. One conflict holds the batch. The routed share is context; the gate decides.

04.The Standard

Three operating principles, enforced in the routing.

Deterministic, not a model

Every match is a fixed rule firing on the document's own signals — no probabilities. The same document always routes the same way.

A real conflict never auto-resolves

If two rules send a document to two destinations, it's quarantined regardless of priority. The machine refuses to guess; a person routes it.

Your rules, your priority order

You write the rule pack and order it. Specific rules first, catch-alls last, with a confidence floor you set.

05.What It Is — And Isn't

A deterministic routing gate that quarantines ambiguity — not a black-box classifier.

It is
  • A rule-based router — same document, same destination, every time.
  • Priority-ordered, first-match-wins, with a quarantine for real conflicts.
  • Tunable — write your rules, order them, set the confidence floor.
  • The front door of a document line — classify here, process downstream.
It isn't
  • A machine-learning classifier with opaque confidence scores.
  • A field extractor (that's the Document Extraction Kit).
  • A people-scoring tool — it routes documents, not individuals.
  • A mail server or workflow engine — it decides the queue; you move it.

Scope: The Document Classify & Route Kit sorts your own documents using rules you write and returns an operational routing verdict. It does not score or rank people, and it is not legal advice.

06.Who It's For

Anyone whose documents need to reach the right desk before anything else happens.

Built for
  • Ops teams running a shared intake inbox or folder.
  • Bookkeepers and admins sorting invoices, receipts, and contracts.
  • Anyone standardizing how documents reach the right queue.
  • Builders who want a deterministic classify-and-route step in a pipeline.
Not for
  • Extracting fields from a document (that's the Extraction Kit).
  • Fuzzy ML classification with no explicit rules.
  • Scoring or ranking people — it routes documents only.
08.Common Questions

Straight answers on how it routes and what it quarantines.

It sorts every incoming document to the right queue. A routing rule pack you control matches each document on fixed signals — filename, keyword/text, sender, an amount threshold, a date present — assigns a document type and a destination, and evaluates the rules in priority order, first-match-wins. Each document gets a clear verdict: ROUTE (sent to a destination), QUARANTINE (held for a human), or UNMATCHED (no rule claimed it). It's the classify-and-route front door before extraction, validation, or matching — it decides where a document goes; it doesn't move or open it.

Start here

New to the document-ops line? Run the Document Processing Pipeline Diagnostic first — it scores your workflow across six stages and routes you to the exact drop that fixes your bottleneck.

Sort it right.
The first time.

One purchase, lifetime access, 12 months of updates. $69, once.

Scope: sorts your own documents by your own rules; does not score or rank people; not legal advice.

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