Data ops

Document Intelligence
& Extraction

Your business runs on documents. Contracts, intake forms, quotes, certificates, applications. Every one of them contains structured information that someone is currently reading and re-keying by hand. We build the system that reads every document automatically and puts the data exactly where it needs to go.

Best for
Any business processing recurring document types
Typical delivery
1 to 3 weeks
Retainer eligible
Yes, pipeline monitoring
The problem

Every document your team
reads manually is a pipeline waiting to be built.

When a client submits an intake form, someone reads it and types the information into your CRM. When a supplier sends a quote, someone opens it and checks the numbers. When a contract arrives, someone highlights the key dates and parties and enters them into a spreadsheet.

Each of those steps is a human acting as a bridge between unstructured text and a system that needs structured data. We replace that bridge with an automated pipeline that processes every document the same way, every time, without error or delay.

The key difference between this and simply asking Claude a question about a document: we build a repeatable factory, not a one-off conversation. The same extraction logic runs on every document automatically, produces the same structured output, and feeds it downstream without anyone involved.

Who this is for

Use cases

Legal and professional services

Extract parties, dates, obligations, and key clauses from contracts, structured into a database with no reading required.

Real estate and property management

Pull tenant details, lease terms, and key dates from lease agreements and certificates of insurance automatically.

Healthcare and wellness clinics

Extract patient information from intake forms and convert unstructured health history notes into structured records.

Financial services and mortgage brokers

Process income statements, bank statements, and application documents, extracting key figures without manual review.

Example workflow

From unstructured document
to structured, actionable data.

1Document arrivesPDF, email, scan,or form2AI extractionClaude reads everyfield3Validation & QACompleteness andconfidence checks4Structured outputTo CRM, database,or spreadsheetEXAMPLE EXTRACTED FIELDSParty namesKey datesDollar amountsLine itemsClauses & terms
What's delivered

A document factory, not
a one-off conversation.

Custom extraction schema

We define exactly which fields to extract from your specific document type, designed around what your downstream systems actually need.

Automated ingestion pipeline

Documents picked up automatically from your email, shared drive, or upload portal, with no manual trigger required.

Validation and quality checks

Completeness checks and confidence scoring flag anything the pipeline isn't certain about before it reaches your systems.

Structured output to your systems

Extracted data delivered to wherever you need it, whether a database, CRM, spreadsheet, or downstream workflow, in a consistent and usable format.

Ready to stop reading documents manually?

Book a free audit call and we'll tell you which of your document workflows are ready to automate right now.

Book a free audit call →