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