Document Processing Agents for Professional Services: read documents and turn them into clean data.
Document Processing Agents set up for professional services, connected to your tools and run by your rules. Rent the ready-made version and go live within hours, or get a custom build live in 5 business days.
SEE IT WORK
- QuestionSomeone needs an answer from the data
- AgentExtract fields from any document
- In your toolsValidate and flag exceptions
- DoneRoute for approval
THE PROBLEM IN PROFESSIONAL SERVICES
Teams in professional services lose hours and revenue to work that document processing agents can handle. We build the agent around your process, so your people spend their time on the work that needs a human.
WHAT IT DOES FOR PROFESSIONAL SERVICES
- Extract fields from any document
- Validate and flag exceptions
- Route for approval
- File to the right system
- Handle PDFs, scans and email
- Keep an audit trail
WORKS WITH YOUR STACK
- HubSpot
- Calendly
Connected to your systems and set up for your compliance rules. Live in 5 business days.
Book a meeting with us nowThe proven version, live within hours, with a 30-day money-back guarantee.
Get the agent nowQuestions
How fast can it go live?
The ready-made agent goes live within hours. A custom build for your workflow goes live in 5 business days.
Does it fit our tools?
Yes. It connects to tools like HubSpot and Calendly, and to anything else through a secure API.
Is our data handled properly?
Data is encrypted and every action the agent takes is logged. Compliance status: compliant.
What teams in professional services say
“The numbers sold it: our analysts got back 12 hours a week each, and research that took two days now takes about an hour. It paid for itself in about five weeks. What I didn't expect was how much calmer the office feels.”
“We handed over logins on a Monday and the agent was handling client intake by the end of the week. Inside 60 days handoffs that used to wait a day happen in minutes. For what it costs, it's the best money we spend.”
“We cover three times as many accounts with the same team. That's the headline. What won my team over is how the document processing agent handles the odd cases: it hands them to a person with full notes instead of guessing.”