Document intake
Lease analysis
Searchable files
Human review
Document Processing
The same work repeats across departments: find the right file, copy values, compare versions and ask for missing information. We define which documents belong to a record, what should be extracted and when a person must review the result. The workflow follows the information your team needs next.
Start with a recurring document task in purchasing, operations or customer service. The document types and checks are specific to your business; the method is not limited to one industry.
ILLUSTRATIVE DOCUMENT FLOW
From an incoming file to a checked record.
EXAMPLE SOURCE · FICTIONAL DATA
Supplier invoice
Supplier: Example Supplies Ltd. Invoice: INV-1042. Total: EUR 2,400. The purchase order reference is missing from the attachment.
Source: invoice-1042.pdf · page 1
STRUCTURED RECORD
Useful fields. Visible uncertainty.
Supplier · Example Supplies Ltd.
Invoice total · EUR 2,400
Source reference · Page 1
Purchase order: needs review
A colleague checks the missing reference before the record moves on. The workflow neither invents it nor authorises payment.
Work with the content
An application form arrives with supporting PDFs and email attachments. Capture the agreed fields, identify missing evidence and prepare a checked record for your CRM or operations system. An illustrative application, scoped to your process.
Human review remains where the cost of a wrong field, classification or decision is significant.
Organise the intake
Connect leases, amendments and property records, then flag missing or conflicting information for review. Explore the sector-specific example on our real estate page.
How we build
We review a representative, appropriately shared sample, including scans and difficult cases. Together we define the fields, naming rules, access boundaries and acceptable errors, then test the workflow against human-checked examples.
The pilot measures extraction quality, review effort and turnaround time. It also tests what happens when a file is unreadable, a value is missing or two documents disagree. We expand only once the review process is workable.
Clear boundaries
Your team receives an agreed field schema, processing workflow and review procedure. Access permissions, retention, hosting and external processing are discussed before confidential documents enter the system.
Not every document should be automated. Low volumes, highly variable material or high-consequence interpretation may justify a simpler assisted workflow. The assessment should make that trade-off visible.
Extraction is only one step. If the work also involves checking a case for missing evidence, consulting other systems and preparing follow-up questions, explore an agent that coordinates the wider task.
Related cases.
Client projects where documents became structured, reviewable work.
