Document Intake That
Triggers Outcomes
Upload documents. Extract data with OCR. Validate, route, and act—automatically. Built for insurance, legal, and contractor workflows where intake bottlenecks cost real money.
How it works
A single pipeline that replaces manual data entry, email chains, and spreadsheet tracking. Documents come in, structured data goes out, and the right actions happen next.
Upload
Documents arrive via upload, email, or API. PDFs, images, scanned forms—any format.
OCR
AI-powered OCR reads and digitizes content from scanned documents, handwriting, and photos.
Extract
Structured data is pulled from unstructured documents—names, dates, amounts, policy numbers, case IDs.
Validate
Extracted data is checked against business rules. Missing or inconsistent fields are flagged immediately.
Route
Validated data writes to your systems—CRMs, case management, ERPs—and triggers downstream actions.
Built for intake-heavy industries
Insurance
Automate claims intake, policy applications, and FNOL processing. Extract policyholder data, loss details, and supporting documentation without manual keying.
- • Claims intake and first notice of loss
- • Policy application processing
- • Supporting document classification
- • Coverage verification and routing
Legal
Process client intake forms, case filings, and discovery documents. Extract party names, case numbers, dates, and key facts for case management systems.
- • Client intake and conflict checks
- • Case filing and docketing
- • Discovery document processing
- • Contract data extraction
Contractors
Streamline permit applications, inspection reports, and project documentation. Extract job details, material specs, and compliance data from submitted paperwork.
- • Permit and license applications
- • Inspection report processing
- • Subcontractor documentation
- • Change order and bid extraction
Intelligent triage, not just data entry
Missing Info Detection
The agent compares extracted data against required fields for each document type. Missing signatures, blank fields, incomplete sections—flagged before they become downstream problems.
Automated Follow-Ups
When information is missing or incomplete, the system sends targeted follow-up requests automatically—by email, SMS, or portal notification. No manual chasing.
Data Validation & Enrichment
Extracted data is validated against business rules, cross-referenced with existing records, and enriched with lookups. Catch errors at intake instead of discovery.
Outcome Triggering
Validated data doesn't sit in a queue. It writes directly to your CRM, case management system, or ERP—creating records, assigning tasks, triggering workflows, and notifying stakeholders.
What changes when intake is automated
Manual intake is slow, error-prone, and expensive. Every document that sits in a queue waiting for someone to key data into a system is a delayed outcome—a claim not processed, a case not opened, a permit not filed.
An AI intake agent doesn't replace your team. It handles the repetitive extraction and validation so your people can focus on decisions that require judgment.
Reduced manual data entry
OCR + extraction eliminates re-keying data from documents into systems.
Faster processing times
Documents are processed in minutes, not days. No backlog, no queue.
Fewer errors and omissions
Validation catches missing data at intake, not weeks later in review.
Complete audit trails
Every document, extraction, and routing decision is logged and traceable.
Automatic follow-up on missing items
No more chasing people for missing documents or signatures.
Ready to automate your document intake?
Let's talk about your intake workflows and identify where an AI triage agent can eliminate bottlenecks and get data where it needs to go.
Discuss Your Intake Workflow15-minute technical deep dive. No sales deck, just a conversation with an architect.