Automated intake, OCR extraction and RAG knowledge bases that turn forms, PDFs and inboxes into structured data — and let staff and customers get instant, accurate answers over your own content. Run with an MSP's security.
Forms keyed in by hand, PDFs no one can search, and knowledge scattered across files and inboxes.
Staff retyping invoices, forms and applications field by field, with the errors that come with it.
The answer exists in a PDF or policy — but finding it takes ten minutes nobody has.
Expertise spread across drives, wikis and people's heads, impossible to query.
Capture forms, emails and uploads automatically, route them, and kick off the next step — no manual sorting.
Pull structured fields from scanned forms, PDFs and invoices, validate them, and push clean data into your systems.
Index your approved documents so staff and customers get accurate, cited answers grounded in your content — not guesses.
Generate contracts, summaries and reports from your data automatically, ready to review and send.
Built with a modern, governed AI stack
Every build is scoped to your documents and volume — no off-the-shelf price list.
A free automation assessment identifies the highest-volume intake or the knowledge people search for most — and where automation pays back fastest.
OCR and AI extraction turn documents into clean data; a RAG index makes your content answerable — with validation and citations so outputs are trustworthy.
On a managed retainer we monitor accuracy, re-index new documents, and tune extraction — so answers stay correct and intake keeps flowing as your data grows.
Documents are exactly where sensitive data lives — patient records, financials, contracts. Because we're a security-first MSP, your intake and knowledge bases come with access control, data-privacy controls, governed or self-hosted models and audit trails, so regulated teams can let AI read their data safely.
Say no more to
How it works
Retrieval-augmented generation (RAG) lets an AI answer using your own documents and data rather than guessing. We index your approved content so staff or customers get accurate, cited answers grounded in your sources — not generic or made-up ones.
Yes. We use OCR and AI extraction to pull structured data from scanned forms, PDFs, invoices and emails, validate it, and push it into your systems — replacing manual data entry.
Pricing & privacy
It depends on document volume and complexity, so we don't publish a price list. A free automation assessment defines the work and gives you a clear, fixed quote — plus an optional managed retainer to run and improve it.
Yes — governance is the point. As a security-first MSP we apply access control, data-privacy controls and governed or self-hosted models where needed, with audit trails. Sensitive documents stay protected, which matters for healthcare and finance teams.
Book a free Automation Opportunity Assessment. We'll find where intake and knowledge automation save you the most time, then scope it.
Get a free automation assessment