Document intelligence and proposal automation
Use AI to extract document requirements, compare clauses, identify gaps, and support proposal, compliance, and approval workflows.
- 01Extract fields, requirements, deadlines, and key clauses
- 02Compare versions and flag gaps or inconsistencies
- 03Create sourced drafts with a human review workflow
Technology should fit the workflow, not the other way around
Document intelligence is more than summarisation. A reliable workflow preserves page references, separates facts from suggestions, and sends important differences to an owner for confirmation.
Compare versions and flag gaps or inconsistencies
Create sourced drafts with a human review workflow
From discovery to a manageable operating system
Each stage has a clear output, owner, and decision about what happens next. This methodology applies across all solutions, not just one product.
- 01
Clarify the business goal, current workflow, and responsible roles
- 02
Map data sources, system connections, and access requirements
- 03
Validate the workflow and human approval points with a focused prototype
- 04
Improve, monitor, and expand based on real usage
Connect reliable sources with clear boundaries
The design identifies what data can be used, where it comes from, which version is current, and which external actions require additional authority.
Important decisions retain a clear owner
Low-confidence cases, sensitive information, exceptions, and external commitments enter a defined review or handoff workflow rather than being left to the model.
How it works in practice
An engineering team receives a 100-page RFP and needs to manually extract requirements, compare clauses, and flag gaps. The document intelligence system automates extraction and comparison; engineers only verify the output.
Frequently asked questions
What types of documents can be processed?+
Proposals, contracts, forms, reports — anything with structured or semi-structured content.
How does it handle confidential information?+
Documents are processed in a secure environment with access controls and audit trails.
Can it work with existing document management systems?+
Yes — we integrate with Google Drive, SharePoint, and custom document stores.
Want to see how this could fit your organisation?
Tell us about the current workflow, the information involved, and what you want to improve.