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Pollen
Builds a reliable, custom workflow that reads clients' documents, pulls them into one reviewed record, and fills out forms.
What is Pollen?
Builds a reliable, custom workflow that reads clients' documents, pulls them into one reviewed record, and fills out forms. No platform to adapt to—Pollen learns how the firm works, then builds and runs the workflow that fits it.
Product typeDocument Processing
Pricing ·
Deployment
APINot available
What teams use Pollen for
Document-heavy client workflow automation
AI document extraction
Form completion from client documents
Master record creation for client data review
Rankings
Appears in these rankings
Integrations and access
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
Platforms
IntegrationsAPI and webhooks
Languages
Support
What reviewers say
Community reviewsReviews are owned and editable by their authors.
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Enterprise readiness
Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.
SOC 2 Type II
HIPAA
AES-256 encryption at rest
TLS encryption in transit
Application-layer encryption for sensitive records
Private one-time links
Role-based access controls
Audit logging
MFA required for applications
MFA required for critical services
Password management policy
DMARC email security
Anti-malware on end-user devices
Device encryption
Mobile device management (MDM)
Automated security scanning on infrastructure
Firewall on infrastructure
Penetration testing performed within last 12 months
Vulnerability scanning
Disaster recovery plans tested
Automated backups
No customer data used for AI training
Data retention:
Benchmarks and comparisons
Independent benchmarksStructured task results are being verified.
Side-by-side comparisonsComparison workspaces will be available in a later release.
