OCR and parsing
Primary output: Structured records.
Document Agent
“I turn dense documents into structured, traceable data.”
I read the packet, extract what matters, show where every value came from, and route uncertain fields for review.
What I handle
The agent is defined by the state it moves, the systems it touches, and the evidence it leaves behind.
Primary output: Structured records.
Primary output: Source-linked extraction table.
Primary output: Missing-document list.
Primary output: Human-review queue.
Configured around your approved systems and review path.
Configured around your approved systems and review path.
Five-layer architecture
Every layer is configured for the client environment. Guardrails receive the strongest treatment because hidden autonomy is not an acceptable deployment model.
A file upload, inbound email attachment, scanner folder, matter event, or batch schedule starts processing.
Identifies document type, applies the correct extraction schema, scores each field, and isolates ambiguity.
OCR, document stores, practice systems, spreadsheets, databases, and review workspaces.
Approved schemas, field definitions, client-specific references, prior corrections, and retention rules.
Low-confidence values remain uncommitted; protected sources stay within approved paths; every write preserves provenance.
Industry configurations
Select an industry to see relevant systems, obligations, approval boundaries, and recommended companion agents.
Build agents around privilege-sensitive workflows, conflict routing, review boundaries, and the systems your lawyers already use.
Configure for LawDeploy agents that collect complete packets, structure source documents, prepare work queues, and preserve reviewer control.
Configure for AccountingDesign narrowly scoped agents around patient communication and administrative workflows, with explicit consent, access, and retention decisions.
Configure for MedicalConnect project documents, decision logs, deadlines, and billing evidence without letting automation replace professional review.
Configure for ArchitectureUse voice, intake, sales, deadline, and transaction agents to keep the record current while people handle the relationship and negotiation.
Configure for Real EstateBuild agents around controlled onboarding, documentation, meeting memory, and review workflows with explicit supervisory boundaries.
Configure for AdvisoryConfigure agents to collect information, structure policy data, answer routine questions, track renewals, and route licensed decisions.
Configure for InsuranceProduction pattern
Catalog agents are role-specific products. Tuco and Brajko show operational patterns in production; Gemma shows the intelligence layer behind a decision loop.
AI Readiness Audit
In one working session, we map the workflow, systems, approval boundaries, risks, and the most useful first deployment.