Document Intake
Documents in, structured records out. Every field extracted with a confidence score, anything doubtful sent to a person, totals cross-checked so a misread never sails through.
The problem
Applications, invoices, statements, inspection reports. They arrive as PDFs and phone photos, and somebody re-types them into the system. It is slow, it is wrong more often than anyone admits, and it is the job everyone in the office avoids.
The product
Documents in, structured records out. Each field is extracted with a confidence score; anything below the bar goes to a person to check. Totals are cross-checked against printed totals so a misread never sails through. The backlog clears, and new arrivals never become one.
Built with
Your document source: email, a shared drive, an upload folder. Claude with structured outputs. Your database, CRM or sheet.
How it runs
Two to three weeks per document type. Accuracy is measured on your real files before go-live, not on a demo.
What you get
- A field schema agreed with you: what to extract, what format, what counts as a match.
- The extraction pipeline with confidence scoring and total checks, run on a sample of your real documents first.
- The review queue: a simple screen where held fields get a human yes or no.
- Records written into your system, with the source page linked from every field.