Service

Document Processing Agents

OCR, classification, extraction and routing for contracts, proposals and operational documents. Claude-based parsing with validation, cross-checking, and downstream workflow handoff.

OCR Claude 4.7 Data Extraction Auto-Routing

End-to-End Document Intelligence

Manual document processing is slow, error-prone, and expensive. Our document processing agents combine advanced OCR with Claude 4.7 Sonnet's state-of-the-art reasoning to extract, validate, and route information from any document type - with 99.2% accuracy and 10x faster throughput.

Agents don't just read documents - they understand context, identify missing information, cross-reference against existing data, and trigger appropriate downstream actions in your CRM, ERP, or workflow system.

Supported Document Types

Contracts

NDAs, MSAs, SOWs, amendments, renewals - extract terms, dates, parties, obligations

Proposals

RFPs, bids, estimates, quotes - pricing, scope, timelines, approval workflows

Legal Docs

Litigation holds, compliance docs, regulatory filings, due diligence packs

Invoices

AP processing, PO matching, vendor bills, expense reports, payment tracking

Intake Forms

Client onboarding, applications, questionnaires, case matter forms

Reports

Financial statements, audit reports, board decks, meeting minutes

Processing Pipeline

Upload
OCR & Classify
Extract Data
Validate
Route/Act

Accuracy You Can Trust

99.2% Field-Level Accuracy

99.2%

Validated against 50,000+ real-world documents across legal, finance, and operations. Combines Claude 4.7 reasoning with rule-based validation and human-in-the-loop escalation for edge cases.

Real-World Use Cases

Law Firm Contract Review

Challenge: 500+ weekly contracts manually reviewed by 8-person team, 3-day turnaround.
Solution: Claude 4.7 agents extract key terms, flag non-standard clauses, check against playbook, auto-approve standard agreements.
Result: 85% auto-approval rate, 4-hour average turnaround, team redeployed to high-value negotiations. $400K annual savings.

Enterprise AP Processing

Challenge: 10K+ monthly invoices across 40 countries, 12% error rate, 15-person AP team overwhelmed.
Solution: Multi-lingual OCR + Claude extraction, PO matching logic, duplicate detection, approval routing by amount/vendor.
Result: 99.1% accuracy, 75% headcount reduction for routine invoices, 3-day → 4-hour payment cycle, $1.2M saved in late fees.

RFP Response Automation

Challenge: Sales team spending 15 hours/week on RFP responses, inconsistent answers, missed deadlines.
Solution: Agents parse incoming RFPs, extract requirements, match against solution library, draft responses, route for SME review.
Result: 80% time reduction, 3x more RFPs completed, win rate improved from 18% to 34%.

Technical Capabilities

Multi-Modal Input: PDF, Word, Excel, images, scans, handwritten notes - even photos of documents taken on mobile devices.

Claude 4.7 Sonnet: Industry-leading reasoning for complex document understanding, context retention across 100+ page documents, nuanced clause interpretation.

Validation Layer: Cross-field consistency checks, database lookups, business rule validation, confidence scoring with automatic escalation.

Downstream Integration: Direct sync to HubSpot, Salesforce, Clio, SAP, Oracle, NetSuite, ServiceNow, Jira, Slack, email - wherever action is needed.

Automate My Document Processing View Technical Deep Dives