Document-ingest pipelines that augment the labor you already pay for.
We don't claim to replace your BPO. We work alongside it — same channels, same systems of record — and cut the per-file labor cost on a named workflow over time as the system improves and the exception rate comes down. Browse the workflows two ways: by industry, or by the work itself.
Find Your Workflow by Vertical
Each rollup is a thin index over the workflows in that vertical. We do the homework on the customer's ecosystem — we don't claim to be specialists. Volume claims belong on workflow pages, not industry pages.
P&C Carriers & TPAs
FNOL, Acord, medical records, property estimates, demand packages, subrogation, SIU, CAT surge, workers-comp bill review. Replaces incumbents at Crawford, Sedgwick, Genpact, EXL, WNS, ReSource Pro, Cogneesol.
Law Firms, ALSPs & In-House
Contract review, lease abstraction, M&A due diligence, eDiscovery, privilege review, covenant review, foreign-language review, patent prior art, regulatory submission, HSR filing prep. Replaces ALSPs at UnitedLex, Axiom, Elevate, Integreon, Consilio, Epiq, KLDiscovery.
Banks, Credit Unions, RIAs
KYC review, sanctions adjudication, SAR drafting, mortgage indexing, trade-finance review, UBO remediation, credit memos, wealth onboarding, disclosure review. Replaces incumbents at Genpact, WNS, Cognizant BPS, Accenture Operations, EXL, Conduent, Infosys BPM, Sourcepoint, Visionet, Indecomm.
Providers, Payers, PBMs
Prior auth, clinical denial appeals, HCC coding, HEDIS abstraction, CPT/ICD-10 coding, charge capture, pharmacy PA, DDS. Augments incumbents at Cognizant, Optum, Conifer Health, R1 RCM, GeBBS, Access Healthcare, Sutherland.
GCs, Subs, Owners
Plan takeoff, bid leveling, submittal log review, RFI processing, lien waivers, COI tracking, permits, PCAs, title review. Augments incumbents at Outsource2india, Tejjy, McLine Studios, ResearchFox, BuildSourced.
OEMs, CMs, QSRs
Visual inspection, FAI (AS9102), RMA disposition, supplier audits, mill cert review, calibration, NCR/8D, equipment logs. Augments incumbents at HCL Engineering, L&T Tech Services, Cyient, Quest Global, SGS, Bureau Veritas, Intertek, Eurofins.
3PLs, Freight Forwarders
BOL extraction, freight audit, customs entries, HTS classification, ISF, drawback, D&D disputes, POD, hazmat, USMCA. Augments incumbents at Cass, AFS, US Bank FAP, Livingston International, Expeditors, Flexport, nVision, Trax.
P&C Insurance Claims Operations
Each workflow follows the same shape: ingest → analyze → push into the system of record. Built pages are linked; the rest route to a project conversation.
FNOL Intake
Email, fax, portal, Acord 1 → Guidewire, Duck Creek, Origami, Snapsheet.
Acord Form Processing
Acord 1, 25, 27, 125, 130 — extracted, validated, routed.
Medical Record Summarization
100–2,000 page packets → chronological treatment timelines + causation gaps.
Property Estimate Review
Xactimate, Symbility, Verisk 360Value — line-item review, supplemental flagging.
Demand Package Review
Attorney demand letters → claim valuation drivers, reserve recommendations.
Subrogation File Review
Closed-claim files → recoverable amount, SOL dates, comparative-negligence.
SIU Document Review
Fraud-flagged claims → timeline, ISO ClaimSearch, public records, recommendation.
CAT Claims Surge
Named-storm intake → triage, validate against pre-loss imagery, route.
WC Medical Bill Review
CMS-1500, UB-04 → fee-schedule compliance, duplicates, treatment-plan check.
Construction & Real Estate Document Operations
Preconstruction, project controls, and real estate transaction workflows. Built pages are linked; the rest route to a project conversation.
Subcontractor Bid Extraction
Sub bids → trade-classified, scope-extracted, leveling sheet in Procore or Bluebeam.
Plan Takeoff & Quantity Surveying
Drawings + specs → Bluebeam, PlanSwift, On-Screen Takeoff, ProEst, Sage Estimating.
Submittal Log Review
Submittal pkg → spec compliance, deviations, design-team routing in Procore.
RFI Processing & Tracking
Sub RFI → scope-question vs. design-clarification routing in Procore or Autodesk.
Lien Waiver Tracking
Conditional / unconditional waivers → Textura, GCPay, Procore — gating pay-day.
COI Tracking & Verification
Coverage limits, additional-insured language, expirations validated against contract.
Building Permit Application Prep
Drawings + specs + calcs → jurisdictional submittal checklist for the permit portal.
Property Condition Assessment
PCA + Phase I → Argus, MRI, CoStar — building-systems RUL and reserve schedules.
Title Commitment & Survey Review
Schedule B-II exceptions, easement reconciliation, title-objection letter drafted.
HOA Document Review
CC&Rs, financials, minutes, reserve studies → buyer-counsel review memo.
Property Inspection Report Writing
Photos + voice notes → Spectora, HomeGauge, Tap Inspect — finished before site exit.
Law Firm, ALSP & In-House Document Operations
Routine commercial paper, deal-bound diligence, and litigation document workstreams — every page integrates into iManage, NetDocuments, Relativity, Intralinks, or your CLM.
Contract Review
Third-party paper vs. your playbook — clauses extracted, deviations flagged, redlines drafted.
Lease Abstraction
CRE leases + amendments → 80–150 fields indexed into MRI, Yardi, VTS, ProLease.
M&A Due Diligence Review
Data-room contracts triaged for change-of-control, MAC/MAE, indemnification — issues list in days.
eDiscovery First-Pass Review
Responsiveness, privilege, hot-doc tagging across 200K–5M documents in Relativity, Reveal, Everlaw.
Privilege Review & Privilege Log
Attorney-client and work-product determinations with metadata-ready privilege log generation.
Covenant Review
Credit agreements abstracted for financial covenants, baskets, EBITDA add-backs into Moody's CreditLens, nCino.
Foreign Language Review
Mandarin, Japanese, Korean, German, Portuguese, Arabic — responsiveness without full translation.
Patent Prior Art & Claim Charting
Element-by-element claim charts and invalidity contentions — anticipatory and obvious references.
Regulatory Submission Review
FDA, SEC, FINRA, FERC submissions — completeness, prior-submission consistency, CBI redaction.
HSR & Antitrust Filing Prep
Threshold analysis, item-by-item HSR form prep, 4(c)/4(d) document collection with privilege log.
Bank, Credit Union, RIA & Lender Document Operations
KYC, AML, mortgage operations, trade finance, UBO remediation, credit, wealth onboarding, and disclosure review — every page integrates into Fenergo, Pega, NICE Actimize, Encompass, CreditLens, Pershing, or your existing platform.
KYC Document Review
CIP, CDD, EDD review — into Fenergo, Pega, NICE Actimize, Quantexa, or your CLM.
Sanctions & PEP Adjudication
L1/L2 alert review — name-similarity false positives parsed with audit-ready dispositions.
SAR Drafting & Filing
SAR narratives drafted from escalated alerts and transaction history — FinCEN-ready, filed via E-Filing.
Mortgage Loan File Indexing
200–400 page closed loan files classified per MISMO into Encompass, Black Knight Empower, DocVelocity.
Trade Finance Document Review
LCs, BLs, invoices, certificates of origin — UCP 600 compliance check and discrepancy-letter drafting.
Beneficial Ownership Remediation
FinCEN CTA, BOI reports, and global UBO rules — ownership chain reconstruction across layered entities.
Credit Memo Drafting
Audited financials, tax returns, cash flow → Moody's CreditLens, nCino. Ratios, covenants, narrative.
Wealth Management Onboarding
New-account application, W-9 / W-8BEN, advisory agreement, suitability — into Pershing, Schwab, Fidelity IWS.
Disclosure Document Review
Reg Z, RESPA, TRID, Reg E review — APR-tolerance, fee-bucket, and timing-rule compliance.
Same Five-Step Pilot Path on Every Workflow
The methodology is the expertise. The workflow page goes deeper — this is the short version.
The Hedges That Keep This Credible
Two Ways to Start
Take the AI assessment for a structured read. Or send us the labor line you want cost off — we will come back with a per-file ROI model and a 6–8 week pilot plan.
Take the AI Assessment
A short structured read on your workflow volume, current per-file cost, and system of record. Tailored ROI projection in your inbox.
Per-File ROI Model
Send the workflow, your monthly volume, and your current incumbent. We will come back with a per-file unit-cost comparison and a pilot plan in 5 business days.