Part of our Knowledge & Document AI service
The data is in the documents. Get it out.
The problem this solves
Businesses sit on filing cabinets and shared drives full of documents that contain exactly the information they need — contract renewal dates, policy numbers, intake form answers, equipment serial numbers — locked in formats only a human could read. So humans read them: retyping form data, skimming contracts for key dates, building spreadsheets by hand from PDFs. The work is slow, error-prone, and so tedious that it often just doesn't happen, which means decisions get made without information the business technically already owns.
How it works
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Define the fields
We agree exactly what to extract from each document type: parties and dates from contracts, answers from intake forms, line items from receipts.
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Extract at scale
The system reads each document — typed, scanned, or photographed — and pulls the fields into structured data, with a confidence score per field.
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Review the uncertain
High-confidence results flow straight through; anything ambiguous queues for a quick human confirmation rather than silent guessing.
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Deliver where you work
Results land in your spreadsheet, database, CRM, or practice software, with each value linked back to the source document.
Typical timeline
3–8 weeks depending on document variety; backlog processing often runs in days once built.
What teams typically see
- Thousands of backlog documents processed in the first week of production
- Per-field confidence scoring, so review effort goes only where needed
- Every extracted value traceable to its source page
Questions teams ask about this
Related solutions
Is this workflow eating your team's week?
Book a free consultation and we'll scope what it would take to automate it — honestly, including whether it's worth it.
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