From document to decision.
Turn incoming documents into validated records, with exceptions routed to the right person.
Discuss your workflowStart with the document contract
We agree which document types belong in the process, which fields matter, and what a complete record looks like. File quality, language, tables, and attachments become explicit inputs to the design.
Validate before the handoff
Extraction is only a first draft. We combine model output with required-field checks, reference data, and business rules. Reviewers can see the original source beside the proposed values and correct the record.
Give exceptions an owner
Missing purchase orders, conflicting totals, unreadable pages, and unfamiliar formats need a clear queue. We define who decides, when to escalate, and what happens if no one responds.
Connect the approved record
We design the destination mapping, duplicate checks, retries, and audit trail around the receiving system. A failed update stays visible and recoverable; it does not silently disappear.
What we define together
- Document and field specification
- Validation rules and review queue
- System mapping and recovery procedure
- Evaluation set and production runbook
Scope, timing, systems, and acceptance criteria are agreed for each engagement.
Before the first build
Read the Field Manual for a practical starting point.
Designing human review into document automation