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Document Intelligence

Agent Docket

From paper mountain to structured data.

Agent Docket handles the document load that buries operations teams. It splits and classifies incoming files, extracts structured data from forms, IDs, invoices, and free-text correspondence, cross-validates against your systems of record, and flags gaps or inconsistencies for human review. Every extraction carries a confidence score and a full lineage trail — which document, which page, which model — so auditors can trace any field back to its source.

Paper forms and documents being reviewed on a desk
Document Intelligence
95%+
straight-through extraction accuracy
10x
faster than manual data entry
100%
field-level audit lineage
The Business Case

From Business Problem to Running System

What it costs you today, how the technology actually plugs in, and what changes on your P&L.

Business reality

The Problem

Manual document processing is slow, error-prone, and expensive — data-entry teams re-key what customers already wrote, and a single missed field can stall onboarding or a claim for days.

How it plugs in

Our Approach

Docket combines vision-language extraction with hard validation rules against your systems of record. Every field gets a confidence score; anything below your threshold routes to a human review queue instead of flowing through silently.

What changes

The Payoff

Ten times the throughput of manual keying with fewer errors, onboarding and claims that don't stall on paperwork, and field-level lineage that shows an auditor exactly where every value came from.

How It Works

From Signal to Resolution

Agent Docket runs a continuous loop — always observable, always interruptible, always logged.

WORK INSharePoint / OneDriveAmazon S3 / Google Cl…DocuSignAGENT DOCKET — CONTINUOUS LOOP1IngestReceives documents from email, up…oad portals, scanners, and storag…2Classify & splitIdentifies document types inside…ixed files and routes each to the…3Extract & valid…Pulls structured data, checks it…gainst systems of record, and sco…4DeliverPushes clean data downstream; que…es low-confidence items for human…learns from every correctionOUTCOMES95%+straight-through extraction accur…10xfaster than manual data entry100%field-level audit lineageYour team reviews & approvesEscalations arrive with full context attachedRuns on Orchestra — every step traced, replayable, and auditableRBAC · SSO · audit export
1

Ingest

Receives documents from email, upload portals, scanners, and storage buckets.

2

Classify & split

Identifies document types inside mixed files and routes each to the right pipeline.

3

Extract & validate

Pulls structured data, checks it against systems of record, and scores confidence.

4

Deliver

Pushes clean data downstream; queues low-confidence items for human review.

In Practice

What Teams Put Docket On First

Concrete, bounded processes — the fastest way to prove value before widening the mandate.

01

KYC & onboarding packs

IDs, proofs of address, and corporate documents classified, extracted, and validated against registries.

02

Claims evidence files

Photos, reports, estimates, and invoices assembled into a complete, checked claim file automatically.

03

Invoice & PO processing

Line-item extraction with three-way matching against purchase orders and goods receipts.

04

Academic records

Transcripts and certificates digitised and verified during admissions at 10x manual speed.

What Agent Docket Does

Automatic classification and splitting of mixed uploads
High-accuracy extraction from forms, IDs, and free text
Cross-document validation and completeness checks
Confidence scoring with human-review exception queues
Audit-ready lineage for every extracted field
Handwriting and low-quality scan handling

Guardrails & Governance

Configurable confidence thresholds per field
Four-eyes review queues for regulated document classes
Data residency controls for sensitive archives

Works With Your Stack

SharePoint / OneDriveAmazon S3 / Google Cloud StorageDocuSignYour DMS and core systems via APISFTP / email intake

Ready to Put Agents to Work?

Tell us which process hurts most — email backlog, reconciliation, claims, scheduling — and we'll show you an agent handling it, governed and auditable, within weeks.