The problem
Your business runs on documents other people send you — applications, agreements, statements, reports — and every one demands the same grind: is this the right document, is it complete, what does it actually say, and where's the other document the customer still hasn't sent? Someone on your team spends hours a week opening PDFs, renaming files, re-requesting the missing piece for the third time. It's necessary work that no human should still be doing by hand.
What we do
We build document pipelines that do the grind. When a document arrives — by email, by upload, however it comes — the system reads it: identifies what kind of document it is, checks it against what you were expecting, and extracts the fields you care about into structured data your systems can use. Multi-page, messy, scanned-at-an-angle real-world documents, not lab samples.
Then the part your team will love most: the chase. The system knows which documents each customer still owes, and it does the polite, persistent follow-up automatically — including sending a secure magic-link upload page, so the customer taps a link and drops the file without inventing a password. What's arrived, what's missing, and who was nudged when: visible on one screen, with a full audit trail.
Handled with the seriousness documents deserve: encrypted storage, locked-down access, and — a rule we hold even in demos — real customer documents are never used as show-and-tell. Demonstrations run on synthetic samples, always.
How it works
- Document map. Your document types, what "complete" means for each, which fields matter, and today's painful flow.
- Pipeline build. Ingestion, classification, and extraction configured on realistic samples of your document types.
- The chase flow. Missing-document detection, reminder sequences in your voice, secure upload links.
- Human checkpoints. Low-confidence reads route to a person; every automated action is logged.
- Expand cheaply. New document types slot into a running pipeline for a fraction of the original build.
What you get
- A pipeline that ingests, identifies, and reads your documents automatically
- Extracted, structured data flowing into your CRM or systems — not just filed PDFs
- Automated chasing of missing documents with secure customer upload links
- One status screen plus a complete audit trail of every document and action
Receipts
This runs live today for a California mortgage brokerage — an industry that is essentially paperwork with interest rates. The pipeline ingests and classifies real customer documents, chases what's missing, serves magic-link uploads, and has processed a genuine multi-page purchase agreement end-to-end in production. The underlying engineering descends from document systems we built for an enterprise legal-AI platform, where reading documents correctly was the entire product.