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03 · AI systems

Assistants and document processing

Help your team find information and handle documents with less repetition.

People often spend more time finding the right information than using it. Others repeatedly read documents to extract the same fields or prepare similar responses. We build assistants and document workflows for a defined task, with attention to source material, access permissions and how the output will be checked.

Give the system the right information

We identify the documents and systems needed for the task, then decide how information will be collected and kept current. The solution should respect the user's access rights rather than exposing everything through a new search box.

For an assistant, we design how relevant source material is found and shown with the response. For document processing, we agree the fields, formats and exceptions the workflow must handle.

Test the output against real work

We build a set of representative examples with your team, including difficult and incomplete inputs. We check whether an answer is supported, whether extracted information is correct and when the system should ask for clarification or send the task to a person.

Source references help users check a response, but they do not make it automatically correct. The review process and the consequences of an error guide which tasks can proceed automatically.

Fit the workflow into tools people already use

The interface might sit in an existing application, an intake process or a dedicated internal service. We plan the handoff between generated output and the person or system responsible for the next step.

Before deployment, we agree supplier and hosting choices, data handling, usage limits and ongoing evaluation. These decisions depend on the information involved and the operating requirements, not just the quality of a demonstration.

What you receive

  • Source connections and access-aware retrieval or processing flow
  • Interface integrated with the agreed business workflow
  • Evaluation examples, review rules and exception handling
  • Usage monitoring, documentation and operating plan

A good fit when

  • Staff repeatedly search a large document collection
  • A process begins by reading and sorting incoming documents
  • Teams need help drafting responses that a person will review

Common questions

Can an assistant guarantee correct answers?

No. We assess performance on representative tasks, show relevant source material and design review and fallback behaviour. Tasks where an error has serious consequences need an appropriate level of human oversight.

Can confidential information be used?

The data handling requirements need to be agreed first. Access controls, supplier terms, hosting, retention and logging all affect the design. We do not assume every document can be sent to any available model service.

Can you add this to our existing application?

Often, if the application provides the necessary interfaces and permissions. We review where the assistant or document step should sit in the workflow before deciding on the integration.

Contact

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