System and method for document management and collaboration

A system for processing electronic interactions and recommending actions for an advisor interface, the system comprising:

• data adapters to extract data received from different data sources in different raw formats, the data comprising electronic interactions with at least one document from a document communication system, client electronic actions, news, client portfolio data, and market data;
• non-transitory memory storing the data;
• at least one processor executing computer readable instructions stored in the memory to:
• process the extracted data to classify the data as an intent, a concern, and an insight for a client using an intent/concern engine and a handler to route the data to a client domain, a financial product domain, a client insight domain and a client concern domain;
• determine action or task recommendation based on the intent, concern, and insight for the client using a business rule system;
• transmit the action or task recommendation to an advisor interface.