The context
A consulting firm manually handled hundreds of inbound documents a month: reading, extracting key information, re-keying it into their tool. Invisible but time-consuming work, spread across several assistants.
The challenge
The initial reflex was to buy a large document platform. Our diagnostic showed that 80% of the value came down to three precise steps — automatable without a rebuild. We said no to the big software.
What we built
An extraction agent connected to their inbox and CRM: it reads, structures, checks, and pre-fills. Teams now only validate. Deployed to production in four weeks, measured from the first.