Agent
Smart Document AnalyzerReads the PDFs so you don't.
Extract, summarize, search, and organize documents without manual review. We configure the workflow, connect your tools, test the edge cases and keep the agent aligned with your team after launch.
The short version
Smart Document Analyzer for Faster File Review. It connects the tools you already use, follows your rules, and keeps a human review step where it matters.
What it does
Capabilities,
in plain words
No jargon, no magic. Here's what the agent actually handles.
Read any document
PDFs, scans, Word, Excel, emails, and image-based forms — the agent extracts structured fields without manual setup per template.
Classify and route
Tags incoming documents by type, sender, and intent, then routes them to the right reviewer, system, or downstream workflow.
Summarize at depth
Generates short executive summaries and detailed clause-by-clause breakdowns so reviewers can move at the speed they need.
Compare and diff
Highlights changes between contract versions, policy revisions, and supplier docs with citation back to the source line.
Ask in natural language
Operators can query a single doc or the whole library — "what's our payment term with this vendor?" — and get cited answers.
Stay audit-ready
Every extraction, classification, and answer is logged with confidence scores and source spans, so reviews are easy to defend.
How it works
A short,
honest loop
Every step has an inspection point. Nothing happens in a black box.
- /001/
Ingest
Documents arrive via email, upload, SharePoint, Drive, or an API. The agent normalizes formats and stores the original alongside the extraction.
- /002/
Extract & classify
Models pull the structured fields you care about and tag the document type, sender, and downstream workflow.
- /003/
Review
Reviewers see only the items that need attention — low confidence, exceptions, or new patterns — instead of every record.
- /004/
Sync
Clean records land in your CRM, ERP, or data warehouse with audit logs and original-document links attached.
Use cases
Where it
pays off
A few of the places teams put it to work.
Contract review at scale
Legal teams cut review time on standard MSAs and NDAs by reading the agent's clause summary and only deep-reading the exceptions.
Vendor onboarding
Finance ops auto-extracts banking details, certifications, and tax forms from supplier packets, with a queue for the items that need a human.
Policy library search
Compliance teams answer "what does our policy say about X?" with cited paragraphs instead of opening twelve PDFs.
Integrations
Plays nice with
your stack
Connects with the tools you already use. Don't see yours? Ask us.
- /001/Google Drive
- /002/SharePoint
- /003/Dropbox
- /004/S3
- /005/Salesforce
- /006/HubSpot
- /007/NetSuite
- /008/Slack
- /009/Microsoft 365
- /010/Notion
What you get
What ships
with it
You walk away with a working system, clear docs and a team that knows how to run it.
- /001/A working document-analysis agent configured to your document types and fields
- /002/Integrations with your storage, CRM/ERP, and notification channels
- /003/Confidence-score dashboards and a human-review queue
- /004/Audit logs, run history, and exportable extraction records
- /005/Operator training and a playbook for adding new document types
FAQs
Questions teams
ask us
Short, direct answers to what comes up most in discovery. Didn't find yours? Just ask ↗
Yes — OCR runs as a first pass before extraction, and we tune the model on samples from your actual documents to handle handwriting, stamps, and noisy scans.
Yes. We deploy into your cloud account or on-prem where required, and we can use private model endpoints so document content never leaves your network.
They route to a review queue with the source span highlighted. Reviewer corrections feed back into the system to improve future runs.
A first working version is usually 2–3 weeks. Full rollout depends on integration count and review-queue design, typically 6–10 weeks.
More agents
The rest of
the crew
Most teams start with one and add another once the first one earns its keep.
Your move
See it on your
own data
A 30-minute discovery call covers your workflow, what Smart Document Analyzer would touch, and an honest answer on fit.