Professional services
Document intelligence for professional services: read in seconds, checked by your people
Your team spends hours copying names, dates and figures out of client documents and into your systems, and a single mistyped date can carry through an entire engagement. We build document intelligence that reads each document into a record, shows exactly where every value came from, and sends anything uncertain to the person responsible, so speed never costs you accuracy.
Re-typed by hand, or read and checked
Re-typed by hand
- 01Staff copy values from documents into systems
- 02Mistakes found weeks later, if at all
- 03Nobody can say where a figure came from
- 04Backlogs at busy periods
Skilled people spend their time typing, and errors still slip through.
Read and checked
- 01Documents read into records as they arrive
- 02Every value linked to the page and line it came from
- 03Uncertain values go to the responsible person
- 04Backlogs cleared without lowering the bar
Your people check the hard cases instead of typing the easy ones.
What's kept for every value
KeptExampleWhy it matters
The valueFixed fee, billed in two stageswhat your systems use
Where it came frompage 1, line 8anyone can check it in seconds
How sure it iscertain, or “day or month?”uncertain values never pass silently
Who confirmed itthe reviewer, and whena clear record of responsibility
Which document versionsigned letter, not the draftvalues from the right copy
Built around your firm's responsibility
01
Every value shows its source
No unexplained numbers
Click any value and see the passage it came from.
02
Uncertain means a person checks
Not a best guess
Ambiguous dates, unclear figures and missing fields go to the responsible reviewer.
03
The right document
Signed, current, on the right engagement
Drafts and superseded copies are recognised and kept separate.
04
Facts, not conclusions
Your professionals decide what they mean
The system reads what a document says. What it means for the client is your professionals' call.
A good fit if documents pile up faster than people can file them
Good fit
- Staff re-type information from client documents every day.
- The same kinds of documents arrive again and again.
- A wrong value has caused rework or worse.
Not the right fit yet
- A few documents a month, each one unique.
- You want conclusions drawn from documents without professional review.
Stop re-typing what's already written down
Show us the documents your team re-types most. We'll show you how they'd be read, checked and filed.