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Document Intelligence

Turn document chaos into client-ready intelligence.

Your platform shouldn't be a graveyard of PDFs, email attachments, and orphaned uploads. We design production pipelines that classify, extract, organize, and surface documents, with audit trails your clients and compliance teams can trust.

94%+

Field-level accuracy on scoped schemas (with HITL)

48 hr

Corpus audit & feasibility assessment available

100%

IP transfer (pipelines, models, and runbooks

NDA

First conversation, before any sample data

Recent mandate pattern

Platform documents scattered everywhere, clients can't find anything

A B2B platform had years of client uploads spread across folders, ticket attachments, legacy storage buckets, and ad-hoc shared drives. End clients logged in expecting a single source of truth, and got a maze of duplicate filenames, missing metadata, and no search that worked.

What we built

  • Unified ingestion from existing storage, APIs, and upload endpoints into a single document graph
  • AI classification by document type, client, project phase, and sensitivity, with confidence thresholds
  • Auto-generated client-facing views: organized folders, smart collections, and semantic search scoped per tenant
  • Human review queue for low-confidence extractions before anything surfaces to end users
  • Structured metadata and extraction output synced back to the platform database and warehouse

Clients find the right document in seconds, not support tickets. Your team stops manually re-filing uploads. The platform becomes a document product, not a file dump.

6–10 weeks

Typical production mandate

Document intelligence solutions

Eight production patterns we deploy, not generic "upload a PDF and hope." Each scoped to your sources, schemas, and client experience.

01

AI taxonomy for multi-tenant platforms

Client portal organization

Per-client document views with automatic classification, deduplication, version awareness, and semantic search, built on your existing auth and tenancy model, not a separate DMS rip-and-replace.

  • Tenant-scoped search & smart folders
  • Upload auto-tagging & routing rules
  • Duplicate & near-duplicate detection
  • Activity feeds & document lifecycle states
02

Contracts, invoices, forms, and reports → schema

Structured extraction pipelines

Custom extraction schemas per document type, parties, dates, line items, clauses, identifiers, validated against business rules and exported as JSON, CSV, or warehouse-ready tables.

  • PDF, DOCX, XLSX, and image ingestion
  • Layout-aware parsing for tables & signatures
  • Schema versioning & regression tests
  • API webhooks for downstream automation
03

Find answers inside your corpus, not hallucinate them

Semantic search & governed RAG

Retrieval pipelines with citation requirements, access controls, and evaluation harnesses, so internal teams and client-facing copilots answer from approved documents only.

  • Chunking strategies tuned per doc type
  • Hybrid keyword + vector retrieval
  • Citation & source attribution in UI
  • Cost controls & query logging
04

One pipeline from every place files land

Multi-source ingestion & normalization

Consolidate uploads, email attachments, SFTP drops, S3 buckets, SharePoint exports, and third-party APIs into a normalized document layer with consistent metadata and processing status.

  • Connector architecture for legacy storage
  • Async processing with retry & dead-letter queues
  • Checksum & lineage tracking
  • Incremental sync, not full re-ingest
05

Confidence scores, review queues, audit trails

Human-in-the-loop QA

Production document AI isn't fire-and-forget. We build review workflows where analysts confirm extractions, correct edge cases, and feed corrections back into monitoring, full audit trail for regulated environments.

  • Confidence thresholds & escalation rules
  • Side-by-side source + extraction UI
  • Reviewer assignment & SLA tracking
  • Feedback loops for model drift detection
06

Biotech, legal, insurance, and federal workflows

Regulated & scientific documents

Entity extraction from lab reports, regulatory filings, policies, and SOWs, with NDA-first delivery, anonymized references, and architecture designed for your compliance partners to validate.

  • Domain-specific entity ontologies
  • Redaction & PII handling patterns
  • Model cards & processing documentation
  • NDA and data residency scoping
07

Scans, faxes, and image-only PDFs

OCR & legacy digitization

High-volume OCR with layout preservation for historical archives and inbound mail workflows, pre-processing pipelines that improve downstream extraction accuracy, not generic cloud OCR with no QA.

  • Deskew, denoise, and page segmentation
  • Handwriting & low-quality scan handling
  • Batch processing at scale
  • Quality scoring before extraction
08

Documents as a data product

Analytics-ready output

Structured fields land in Postgres, Snowflake, BigQuery, or your existing warehouse, enabling dashboards, automation triggers, and ML features without manual re-keying.

  • dbt-ready staging models
  • Idempotent upserts & change detection
  • SLA monitoring on pipeline freshness
  • Downstream event streams

How we deliver

Fixed-scope mandates with the Production Standard: deployable pipelines, monitoring, and runbooks.

Discovery

Week 1

Document inventory, source mapping, sample corpus review, and KPI definition, what does 'organized' mean for your clients and operators?

Schema & taxonomy

Week 1–2

Extraction schemas, classification taxonomy, tenancy rules, and acceptance criteria documented before pipeline build.

Pipeline build

Week 2–6

Ingestion connectors, extraction/classification models, review UI, and platform integration; iterative eval against held-out samples.

QA & hardening

Week 6–8

Human review calibration, load testing, monitoring dashboards, runbooks, and security review aligned to your environment.

Production & transfer

Week 8–10

Deploy, shadow period, capability transfer to your team, all code, schemas, and documentation owned by you.

Industries we serve

B2B SaaS & client portalsLegal & professional servicesInsurance & claimsHealthcare & life sciencesFinancial servicesFederal & regulated contractorsReal estate & PropTechManufacturing & supply chain

Deep experience in biotech and life sciences under NDA. View biotech capabilities →

Product path

Doc Engine

Beta product for standard extraction workflows, PDF and DOCX ingestion, custom schemas, human review, and API output to your warehouse. Consulting mandates handle platform integration and complex tenancy.

Learn about Doc Engine →

The Production Standard

The Production Standard

Six commitments contracted in writing on every engagement.

01

Deploy or redirect

If AI isn't the right tool, we say so in week one and redirect budget to what will ship. No POC theater.

02

Metrics before models

Business KPIs locked in discovery. Model selection follows the metric, not the hype cycle.

03

Governance from day one

Model cards, access controls, evaluation harnesses, and audit trails, not a compliance bolt-on at go-live.

04

Production artifacts

Deployed code, monitoring dashboards, CI/CD pipelines, and incident runbooks. Not recommendations for someone else to implement.

05

6-week production target

Scoped projects designed for production in 6–10 weeks. Boutiques move; global programs wait for steering committees.

06

Capability transfer

Your team can operate, extend, and maintain what we build. IP and documentation transfer is included, not upsold.

Every scoped project includes a production deliverable checklist signed off before close. If we can't commit to deployable output, we won't take the engagement.

Frequently asked questions

We already have a file storage system, do we need to replace it?

No. We integrate with S3, GCS, Azure Blob, SharePoint, and platform-native storage. The intelligence layer sits on top, classification, extraction, search, and client views, without a rip-and-replace DMS project.

How is this different from off-the-shelf document AI APIs?

Generic APIs return JSON blobs with no tenancy rules, no review workflows, and no platform integration. We build end-to-end systems: ingestion from your sources, schemas matched to your business, QA queues your operators use, and output wired into your product and warehouse.

Can you organize documents for our end clients automatically?

Yes, that's a common mandate. AI classification routes uploads into client-scoped collections, surfaces semantic search per tenant, and flags duplicates or missing document types, so clients see an organized portal instead of a flat file list.

What document types do you handle?

Contracts, invoices, purchase orders, insurance claims, lab reports, regulatory filings, onboarding packets, technical manuals, and platform-specific uploads. We scope extraction schemas to your highest-value document types first, not boil-the-ocean.

How do you handle accuracy and compliance?

Confidence thresholds route uncertain extractions to human review. Full audit trails log who approved what and when. We design for your compliance requirements; formal validation (GxP, SOC audit scope) remains with your QA and security partners.

What's the engagement model?

Start with a discovery call and optional 48-hour corpus feasibility review. Production mandates are fixed-scope SOWs, typically 6–10 weeks, with the Production Standard and deliverable checklist. Doc Engine (beta) offers a productized path for standard extraction workflows.

Your documents should work for your clients, not against them.

Tell us where files live today, who needs to find what, and what "organized" looks like for your product. We'll scope an honest mandate, or tell you if a simpler path fits first.