Document Processing
One Click. The Form Fills Itself. Your Team Validates and Saves.
Attach a document, the form pre-populates. AI extracts the fields; the human stays in the loop. Manual data entry collapses from minutes to seconds.
What it solves
Service companies still spend hours every day typing documents into databases. Receipts into accounting. Applications into CRMs. Certificates into compliance trackers. Every keystroke is a tax — and every retyped value is a chance to introduce an error.
The systems built for manual entry aren't going anywhere. CRMs, claims platforms, legacy forms — they all expect structured input. The bottleneck has always been the human keying it in.
Generic AI tools don't help. They produce structured output, but the output doesn't land in the system your team actually uses. You end up doing the work twice.
How It Works
Your team opens the intake form they already use — a claim, an application, an expense report, a registration. The form structure stays the way they know it.
They attach the document — PDF, photo, scanned image.
Behind the scenes, AI reads the document: layout-aware OCR, field detection, entity extraction. The form fields populate from the document.
Your team reviews the pre-populated values. Fields the AI was confident about are marked green. Fields it was unsure about are flagged for attention.
Your team corrects what needs correcting, fills any blanks, and saves. The record lands in your system as if a human had typed it perfectly.
The form is the interface your team already trusts. The AI is invisible. The work just gets faster.
What You Get
- Configurable intake form (or integration with the form you already use)
- Document upload, OCR, and field extraction pipeline
- Confidence-aware pre-population (green = confident, amber = review)
- Validation workflow with one-click save to your system of record
- Audit trail — every document, every extraction, every correction recorded
- Per-document accuracy tuning over time as the pipeline learns your document types
In practice
An insurance MGA processes 200 new applications per week. Each application arrives as a PDF and has 40 fields. Manual entry takes 12 minutes per application — 40 hours of labor per week. With the configurable form: the team uploads, reviews the pre-populated values (the AI gets 85% right on the first pass), corrects, and saves in under 90 seconds per application. Labor drops from 40 hours to 5 hours per week. The other 35 hours go to the higher-value work that was always being deprioritized.