AI Document Intelligence

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The Problem

Unstructured Documents Are Holding Your Business Hostage

The Status Quo

Staff manually re-keying data from PDFs into spreadsheets
Invoices sitting in email inboxes waiting for a human to read them
Clinical notes that can't be queried or analyzed at scale
Contracts reviewed one-by-one with no pattern detection
High error rates from manual data extraction
Compliance risk from inconsistent document handling

With This System

Documents are processed instantly on arrival — zero manual handling
Data is extracted, validated, and routed to the right place automatically
Clinical or financial patterns surface across thousands of records
Contract clauses are flagged, compared, and summarized on demand
Extraction accuracy surpasses manual data entry
Audit trails and consistent handling built into every pipeline

95%+

extraction accuracy across document types

~2s

average processing time per document

100s

of documents processed simultaneously

Use Cases

What This Handles

🧾

Invoice Processing

Extract vendor, line items, totals, and due dates from any invoice format. Route for approval automatically.

📄

Contract Review

Flag key clauses, extract dates and parties, compare against standard templates, and surface risk terms.

🏥

Clinical Notes

Structure unstructured clinical documentation for downstream analytics, billing codes, or compliance reporting.

📊

Financial Statements

Extract key figures from balance sheets, P&Ls, or bank statements and normalize them across periods.

📝

Forms & Applications

Process intake forms, loan applications, onboarding documents — turn scanned paper into structured data.

📧

Email Intelligence

Parse inbound email for intent, extract action items, and trigger downstream workflows automatically.

What You Get

Deliverables

✓
Document Intake Analysis — I catalog your document types, volumes, and current handling process to design the right architecture.
✓
Custom LLM Extraction Pipeline — Built in Python using Claude or OpenAI APIs, fine-tuned to your specific document formats with prompt engineering for maximum accuracy.
✓
Validation & Error Handling — Confidence scoring, human-in-the-loop escalation for edge cases, and automatic retry logic baked in.
✓
Structured Output — Data delivered in your format of choice: JSON, CSV, database rows, or direct integration with your CRM, ERP, or BI tool.
✓
Cloud Deployment — Pipeline deployed and running on AWS, GCP, or Azure — fully automated, monitored, and scalable.
✓
Documentation & Handoff — Full technical documentation so your team understands, maintains, and extends the system.

How It Works

The Process

Document Audit (Week 1)

You share representative samples of every document type. I catalog formats, edge cases, and extraction requirements. We define accuracy targets and output schema together.

Prompt Engineering & Prototyping (Week 1–2)

I build and iterate on extraction prompts against your real documents, achieving target accuracy before scaling. You review and approve sample outputs.

Pipeline Build & Integration (Week 2–3)

Full pipeline built: ingestion, extraction, validation, output routing, and error handling. Integrated with your downstream systems.

Testing & QA (Week 3)

Accuracy testing across your full document corpus, edge case hardening, and performance benchmarking under load.

Deploy & Handoff (Week 4)

Production deployment on your cloud infrastructure. Monitoring alerts, documentation handoff, and a 30-day support window.

Technology

Built With Best-in-Class AI Tools

🤖 Claude (Anthropic) 🧠 OpenAI GPT-4o 🐍 Python 👁️ AWS Textract / Google Vision ☁️ AWS / GCP / Azure 🗄️ PostgreSQL / BigQuery 📦 S3 / Cloud Storage 🔗 REST API Integration