Turning emailed paperwork into structured data
Supporting documents arrived by email as PDFs and photos, and staff re-keyed them into the practice system by hand.
- Client
- A professional services firm
- Industry
- Professional services
- Services
- AI document processing, Automation
Illustrative exampleThis describes a typical engagement, not a named client.
The challenge
- Several hours a day went on reading attachments and typing the same fields into another system.
- Documents varied in layout, and some were phone photos of paper forms.
- The data included personal and financial information, so it had to stay in Australia.
The approach
- A mailbox watcher picks up new attachments and sends them for extraction.
- Document AI pulls out the required fields, with a confidence score for each one.
- Staff review a pre-filled form side by side with the original and approve it in one click. Low-confidence fields are highlighted.
- Approved records are written to the practice system through its API.
The outcome
- Staff keep the final say on every record; nothing is filed without a person approving it.