Offer 01
Document Intelligence
Citation-backed search, extraction, and working notes over the files a practice already lives in.
Most professional firms do not have a data problem. They have a pile-of-PDFs problem: ledgers, notices, contracts, case files, SOPs, and working papers that only a few people can actually find.
Document Intelligence is not a chatbot over a drive. It is a bounded workflow: retrieve the right passage, keep the citation, draft the working note, and leave the judgement with the qualified human.
This is usually the first credible AI step for chartered accountants, lawyers, and any operation whose work is still trapped in documents.
Pilot. A 2–4 week citation-backed document search or extraction pilot.
Where it fits
- Ledgers, GST notices, audit papers
- Contracts, pleadings, evidence
- Policies, SOPs, case files
Where it stops
- Autonomous filing or legal advice
- Uncited answers presented as fact