Automated collection, validation, storage, and processing of documents and data, so your team has what they need, when they need it, without chasing anyone.
Chasing documents, re-entering data, and hunting for files are some of the highest-cost, lowest-value activities in any operation.
Your team sends the same reminder three times. Clients take weeks to respond. Projects stall because one document hasn't arrived yet.
Data copied from documents into systems by hand is wrong 5–10% of the time. Those errors ripple into reports, decisions, and client trust.
Documents land in email inboxes and shared drives, with no consistent naming, structure, or audit trail. Finding anything takes too long.
Every engagement is built around one or more of these pipelines, tailored to your documents and systems.
Collect, validate, and process client onboarding packs automatically. Requests are sent, reminders follow, AI extracts and validates key data, and storage and system updates happen without manual effort.
7 to 14 daysExtract, validate, and route invoice data into finance systems automatically. No copy-paste, no delays, no data entry errors, and a full audit trail on every document.
5 to 12 daysEmployee document collection, validation, and HR system updates, automated from the initial request through to storage and system update.
7 to 14 daysCollect, classify, extract key terms, and store contracts systematically with a full audit trail. Legal documents get managed properly, not buried in inboxes or shared drives.
7 to 14 daysEvery engagement includes the following, from day one through to handover.
Document Audit & Pipeline Design
We map your current document flow and design the automated pipeline before we build anything.
Automated Requests & Reminders
Document requests go out and follow up automatically, with no one chasing a reply by hand.
AI Data Extraction & Validation
AI extracts and validates key data using Claude, with human review always built in for exceptions and validation failures.
Full Audit Trail
Every document carries a timestamp and source record, non-negotiable on every pipeline we build.
Documentation & Handover
Every pipeline we build is fully documented so your team understands it and can maintain it.
Post-Launch Support
We monitor and support the pipeline through the first weeks to make sure it holds up in real conditions.
If your organisation uses Microsoft 365, all builds are delivered on Power Automate, SharePoint, and Outlook, the tools you already have. No new licences or platforms required. How delivery on Microsoft 365 works →
We map all the documents your operation handles: what they are, where they come from, what happens to them.
We design the automated collection, extraction, validation, and storage flow, built for your specific document types.
We build the pipeline, connect it to your tools and storage, and test against real documents.
We go live and hand over a clean, documented system your team can maintain and trust.
Your team regularly chases clients, suppliers, or staff for documents or data
Data from documents gets manually re-entered into a CRM, spreadsheet, or system
You handle contracts, invoices, ID documents, compliance files, or similar paperwork at volume
You need a reliable audit trail for compliance, regulatory, or internal governance reasons
Documents arrive via email, or web form with no consistent structure
Expired licences, missed renewals, or late submissions have caused problems in the past
Connect your document pipeline to broader process flows.
Learn more →Automate the reminders and follow-ups that accompany document collection.
Learn more →Help your team work confidently with automated document systems.
Learn more →Scope and pricing provided after a brief discovery call →
Book a 30-minute call and we'll show you exactly where automation can eliminate manual document handling in your operation.
