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AI Document Processing and Extraction

If your team spends hours opening attachments, retyping figures and chasing sign-offs, this is the place to look. Document operations products read, sort, check and file documents for you. They pull data into your systems, route files to the right people and make large archives searchable, all inside the accounts you already use.

All Document Operations Intake & Extraction Search & Insight Workflow

Products in this category

  • Calendar page cross-section with a brass pin marking a date beside a notebook, standing for a contract's key dates found.
    Search & Insight

    AI Contract Intelligence

    Extracts key terms, dates and obligations across your contract library.

    From $6,900 · License $2,450 first year Delivery in 20–30 working days
  • Folder sliced open around a ruler and a stamp resting on top, standing for a document tracked through sign-off.
    Workflow

    AI Document Approval

    Routes documents for approval and tracks sign-off.

    From $5,500 · License $1,950 first year Delivery in 20–30 working days
  • A single closed notebook with a brass clip at its corner, standing for a finished document filed away correctly.
    Workflow

    AI Document Archiving

    Names, tags and archives documents by your retention rules.

    From $5,500 · License $1,950 first year Delivery in 20–30 working days
  • Ruled form, small box and a curled receipt sorted into groups, standing for documents tagged by type.
    Intake & Extraction

    AI Document Classification

    Classifies documents by type, client and priority.

    From $5,500 · License $1,950 first year Delivery in 20–30 working days
  • Clipboard, brass clip and a separate paper stack set side by side, standing for two document versions compared.
    Workflow

    AI Document Comparison

    Compares document versions and highlights material changes.

    From $5,500 · License $1,950 first year Delivery in 20–30 working days
  • Calendar page, box of slips and a folder stacked together, standing for fields pulled from mixed document types.
    Intake & Extraction

    AI Document Extraction

    Extracts structured data from documents into your systems.

    From $5,500 · License $1,950 first year Delivery in 20–30 working days
  • A rolled blueprint, brass spirit level and clipped site dockets, showing project paperwork logged in order.
    Intake & Extraction

    AI Document Extraction for Construction

    Extracts structured data from documents into your systems, adapted for Construction businesses that lose time keying subcontractor invoices, delivery tickets and site…

    From $7,600 · License $2,700 first year Delivery in 20–30 working days
  • An open folder of blank forms under a brass magnifier beside a padlock, showing client paperwork checked with care.
    Intake & Extraction

    AI Document Extraction for Financial Services

    Extracts structured data from documents into your systems, adapted for Financial Services businesses that handle document-heavy, rule-bound client operations where accuracy matters.

    From $7,600 · License $2,700 first year Delivery in 20–30 working days
  • A clipboard with a blank form beside squared index cards, showing patient paperwork turned into tidy records.
    Intake & Extraction

    AI Document Extraction for Healthcare Administration

    Extracts structured data from documents into your systems, adapted for Healthcare Administration businesses that re-key intake forms, referrals and insurance documents by…

    From $7,600 · License $2,700 first year Delivery in 20–30 working days
  • Ribbon-tied legal folders beside a blank brass desk calendar, showing key dates drawn out of legal paperwork for review.
    Intake & Extraction

    AI Document Extraction for Legal Operations

    Extracts structured data from documents into your systems, adapted for Legal Operations businesses that spend lawyer and paralegal time keying data from…

    From $7,600 · License $2,700 first year Delivery in 20–30 working days
  • Clipped shipping dockets beside a small container and a blank stamp, showing shipping paperwork read and recorded.
    Intake & Extraction

    AI Document Extraction for Logistics

    Extracts structured data from documents into your systems, adapted for Logistics businesses that re-key bills of lading, delivery notes and customs paperwork…

    From $7,600 · License $2,700 first year Delivery in 20–30 working days
  • A brass caliper on a blank technical sheet beside machined fittings, showing order and spec data captured precisely.
    Intake & Extraction

    AI Document Extraction for Manufacturing

    Extracts structured data from documents into your systems, adapted for Manufacturing businesses that key purchase orders, delivery notes and supplier documents into…

    From $7,600 · License $2,700 first year Delivery in 20–30 working days
  • A brass letter tray of envelopes beside tagged house keys, showing property enquiries sorted into records quickly.
    Intake & Extraction

    AI Document Extraction for Real Estate

    Extracts structured data from documents into your systems, adapted for Real Estate businesses that re-key data from leases, sale agreements and property…

    From $7,600 · License $2,700 first year Delivery in 20–30 working days
  • A fan of blank profile sheets beside a card-index box with green tabs, showing CVs filed as tidy candidate records.
    Intake & Extraction

    AI Document Extraction for Recruitment

    Extracts structured data from documents into your systems, adapted for Recruitment businesses that key candidate CVs and compliance documents into their ATS…

    From $7,600 · License $2,700 first year Delivery in 20–30 working days
  • Folder stack, envelope and loose papers gathered together, standing for scattered documents captured into one place.
    Intake & Extraction

    AI Document Intake

    Receives documents from email and uploads and files them correctly.

    From $5,500 · License $1,950 first year Delivery in 20–30 working days
  • Paper cut-out of a forked path with a clip and a notebook near one branch, standing for a document sent to the right place.
    Workflow

    AI Document Routing

    Sends each document to the right person or system.

    From $5,500 · License $1,950 first year Delivery in 20–30 working days
  • Index card sliced above a layered folder stack and notebook, standing for a document checked before it moves on.
    Intake & Extraction

    AI Document Validation

    Checks documents for completeness and consistency against rules.

    From $5,500 · License $1,950 first year Delivery in 20–30 working days
  • Cross-section of a clipboard and layered ruled forms pinned together, representing documents broken into fields.
    Intake & Extraction

    AI Financial Document Agent

    Classifies and extracts data from financial documents.

    From $5,500 · License $1,950 first year Delivery in 20–30 working days

What document problems do these products solve?

Most document pain comes from manual handling at each step: receiving files, working out what they are, typing data from them, checking them and sending them on. Each product here takes one of those steps. You can fix the worst one first or join several together into a single flow.

  • AI Document Intake receives files from email and uploads
  • AI Document Classification sorts by type, client and priority
  • AI Document Extraction pulls structured data into your systems
  • AI Document Validation checks completeness and consistency
  • AI Document Routing and AI Document Approval move files to the right people
  • AI Document Archiving names, tags and stores files by your retention rules

How do I find information inside documents I already have?

For finding and understanding, there is a separate set of tools. AI Document Search looks through your archive by meaning, not just keywords. AI PDF Intelligence turns complex PDFs into searchable, structured content. AI Document Comparison highlights material changes between versions. AI Contract Intelligence pulls key terms, dates and obligations from a contract library, and AI Report Intelligence summarizes long reports into key findings.

Why choose an industry edition of document extraction?

The paperwork differs a lot by sector. Logistics teams deal with bills of lading and customs forms. Healthcare administration handles intake forms, referrals and insurance documents. Manufacturers key purchase orders and supplier documents into ERP. The industry editions of AI Document Extraction are adapted to those document types, with further editions for construction, recruitment, real estate, legal operations and financial services.

Questions buyers ask

Does extracted data go into our own systems?

Yes. AI Document Extraction is built to move structured data from documents into the systems you already use, and it runs in your own accounts. The Scope Card on each product page lists which systems and document types are covered for that product.

Can documents be checked before anyone relies on them?

AI Document Validation checks documents for completeness and consistency against your rules. It works well straight after extraction, so missing fields or mismatched figures are caught early. For sign-offs, AI Document Approval routes documents for approval and tracks who has signed.

We have years of old files. Where should we start?

Start by making them findable. AI Document Search lets your team search the archive by meaning, and AI Document Archiving names, tags and stores files according to your retention rules. Once the backlog is in order, new files can follow the same path through intake and classification.

Guides on this topic

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Choosing between Document Operations products?

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