High volume, high friction, and staffed by people re-typing what a machine can already read. A pilot starts in one of them.
Pick a family to see what it costs today and what it becomes once mastered.
Commercial terms, obligations and renewal dates live only inside signed PDFs. Someone re-keys them — or nobody does and an auto-renewal fires unnoticed.
Supplier documents arrive in hundreds of formats across email, portals and post, driving manual keying and a permanent exception backlog.
Onboarding means configuring records by hand from application forms, identity documents and due-diligence packs that arrive in no fixed shape at all.
Counterparties and authorities send time-critical notices as PDFs, scans or free-format text, with no machine-readable form and no owner until someone opens the inbox.
| Document family | Today | Once mastered | Volume/yr | Straight-through |
|---|---|---|---|---|
| Contracts & agreements | Terms and renewal dates live only inside signed PDFs. | Contract-metadata fields with counterparties resolved against your party master. | 2,400 | 92% |
| Invoices & AP | Hundreds of formats and a permanent exception backlog. | Line-item detail matched to POs and goods receipts, scored per field. | 148,000 | 96% |
| Onboarding packs | Records configured by hand from packs in no fixed shape. | Structured master records with non-standard requirements flagged. | 3,100 | 88% |
| Inbound notices | Time-critical PDFs with no owner until someone opens the inbox. | Dates and actions matched to the affected record and queued. | 9,700 | 94% |
A document family is only a workflow once ingest, clean, classify, govern and serve all run on the same record.
Five stages, one owner, inside your boundary. Skipping one is why document projects stall at the demo.
See the five stages The gateA threshold you set per field and per document type decides what goes straight through and what a steward sees.
See the confidence gateThree steps, one quarter, measured against your live numbers.
One business unit, one question answered by hand, or one document family.
Two weeks: baseline, target, and a deployment plan for your environment.
Measured in your environment, evaluated by your team, before anything scales.