Offer
Document Intelligence
Documents that file, tag, and route themselves.
AI reads and tags your documents automatically, tuned to the Brain's filing structure - so nothing depends on someone remembering to file correctly. Content types and retention rules are applied on arrival, extraction models pull the key fields out, and extracted data routes straight into your CRM.
BEST FIT
Document-heavy firms - policies, contracts, applications, statements - where filing is manual, retention is inconsistent, and data gets retyped from documents into systems.
NOT FOR
Teams that need custom machine-learning model training or legal e-discovery workflows. E-discovery and defensible retention run through the Compliance Rider.
How It Works
How the engagement works.
Every phase ends with a decision you make: confirm the scope, approve the next checkpoint, or pause before new work begins.
Document-Type Modeling
Your document types are catalogued and mapped against the Brain's filing structure. Content types, retention rules, and the fields worth extracting are defined per type.
Tagging & Extraction Build
Auto-tagging configured and tuned against your real documents. Extraction models built for the fields each document type carries.
Routing & Verification
Extracted data routed into your CRM records. Accuracy verified against a sample set before the pipeline goes live.
Deliverables
What is included.
Every item listed is included in the engagement scope. The goal is a usable business outcome, not a pile of ambiguous consulting notes.
INCLUDED IN THIS ENGAGEMENT
- AI auto-tagging tuned to the Brain's filing structure
- Content types and retention rules applied per document type
- Extraction models for the key fields in each document type
- Extracted data routed into your CRM
- Accuracy verification against a sampled document set
NOT INCLUDED IN THIS ENGAGEMENT
- Custom machine-learning model training
- Legal e-discovery workflows (see Compliance Rider)
- CRM build or configuration (see Vertical CRM Build-Out)
PRICING STRUCTURE
Pricing structure.
Priced as a fixed fee per document-type set. Additional document types can be added as follow-on sets.
Model
Fixed fee per document-type set
Quote point
Quoted after a document-type review
INCLUDED IN THE PRICE
- Document-type modeling and retention rules
- Tagging and extraction build
- CRM routing and verification
WHAT SHAPES THE QUOTE
- Document-type count
- Field extraction depth
- Volume and variability
Start Here
Leave with the next decision clear.
A 30-minute conversation is enough to confirm fit, identify what must be scoped, and decide whether this offer is the right starting point.