AI Document Intelligence & Workflow Automation for Professional Services Firm
Executive Summary
Analysts and operations teams were spending hundreds of hours every week manually reading, classifying, and extracting key clauses and dates from incoming client documents.
The Challenge
Documents arrived in varied PDF scans, tables, and multi-language formats, while strict client confidentiality required zero data leakage to public model training.
The Solution
Built an enterprise document intelligence platform with OCR, structured schema extraction, role-based vector search (pgvector), and human-in-the-loop verification connected directly to their internal ERP.
Key Outcomes
Related Case Studies
End-to-End ERP Implementation & Shop-Floor Automation for Multi-Plant Manufacturer
Unified production scheduling, bill of materials, warehouse inventory, and accounting across 3 manufacturing facilities.
Omnichannel Commerce & Real-Time ERP Inventory Synchronization
Connected headless web commerce, physical POS terminals, and central warehouse ERP into a single real-time commerce engine.