Smart intake
Emails and documents are collected, recognized and automatically routed to the correct flow.
Case study · Professional services
A professional services firm spent entire days sorting emails, classifying documents and re-keying data. We automated the low-value work, leaving the decisions to people.
At a glance
Every day, hundreds of emails and documents had to be read, classified, logged and transcribed by hand into the back-office systems. Essential but very low-value work, prone to errors and bottlenecks during peaks.
The firm's talent was consumed by tasks no client is happy to pay for, with response times stretching out exactly when the load grew.
We introduced AI where it truly makes the difference — reading, understanding and classifying — while keeping people as supervisors of the exceptions. No replacement, but a tireless assistant on repetitive tasks.
Emails and documents are collected, recognized and automatically routed to the correct flow.
A model proposes category, priority and extracted key data; uncertain cases go to a human review queue.
Validated data flows into the back-office system without re-keying, with full traceability of every step.
Quality dashboards and rules that can be refined over time, so automation improves with use.
Cases are picked up in minutes instead of hours, peaks no longer overwhelm the team and people go back to analysis and client relationships. Automation stays under control, with a human always in the right place.
“We didn't take work away from people: we took away the work people hated. The difference shows every morning.”
If classification, triage and data entry weigh on your days, let's map the automatable flows with a concrete return together.