A professional services firm came to us processing 200+ documents per day manually. Each batch took 4 hours. After deploying a custom AI agent, that dropped to 45 minutes.
The challenge
The firm received documents in multiple formats — PDFs, scanned images, emails with attachments. Each needed to be classified, data extracted, and routed to the right team. Staff spent hours on repetitive copy-paste work.
Our approach
We built a specialized document agent that handles the entire pipeline: intake, classification, extraction, validation, and routing. The agent uses a combination of vision models for scanned documents and structured extraction for digital files.
The results
Processing time dropped by 80%. Error rates decreased from 12% to under 2%. The team now focuses on exceptions and complex cases that genuinely need human judgment.