Document Intake & Extraction
Uploaded documents are read, the key fields are pulled out, and the details are pushed into your practice system.
This is a real system we built to show the approach. It is a demonstration of capability, not a client project.
The Problem
Documents arrive as PDFs and scans, and the details inside them get copied out by hand into whatever system needs them. It is slow, easy to fat-finger, and it happens for every single file.
Manual copying — dates, names, and amounts get typed out of a PDF into a form.
Transcription errors — a mistyped figure or date is hard to catch after the fact.
Filing lag — documents sit in a folder waiting for someone to process them.
How it runs
Document uploaded
A file is dropped in — a PDF, a scan, or a photo of a document.
What's real
- The extraction runs end-to-end on our own systems.
- The reading and field extraction use a live AI model.
- Every field is shown against the source before it is saved.
What's illustrative
- The documents and data in the screenshots are synthetic.
- Any volumes shown are examples, not client results.
If we built this for you
The installed extraction workflow, running against your documents.
The specific fields you need pulled out, wired in.
A confirmation step before anything is saved.
Documentation, plus a handover session so your team can run it.
Bring us your document pile.
We start by looking at how it works today, then show you where AI and automation would earn their place.