AI Document Processing
An AI workflow that reads, classifies and extracts data from incoming client documents, with human review where it matters.
Manual sorting
Removed
Processing
Minutes instead of days
Quality
Human review on edge cases
The challenge
A services firm received hundreds of client documents a week by email. Staff manually sorted, read and re-keyed them into internal systems — slow, error-prone and impossible to scale.
What we built
We built a pipeline that ingests documents from email and uploads, classifies them, extracts structured data with AI, validates it against business rules and routes uncertain cases to a review queue — then pushes clean data into their CRM.
Document turnaround cut from days to minutes.
Ready when you are
Have an idea? Let's build it.
Tell us what you're trying to build, improve or automate. We'll help you figure out the right technical approach and the best way to move forward.