All case studies

Document Extraction / Insurance

Making claims intake audit-ready

We unified emailed forms, PDFs, and adjuster notes into a traceable claims intake workflow.

4.2M

pages / month

82%

less re-keying

Full

audit history

The engagement

Client

Harbor Mutual

Focus

Insurance

The challenge

The workflow was moving, but nobody could see where it was breaking.

Teams had the right intent and the wrong surface area: files in inboxes, rules in documents, and decisions split across systems. The first step was to make the current state observable without asking operators to change everything at once.

The solution

A governed layer between evidence and action.

We combined structured extraction, policy-aware validation, and human review into a workflow that exposed exceptions instead of burying them. Each output carried evidence, confidence, and a durable event record.

Evidence attached to every field
Exception queues with ownership
API-first system integration
Metrics teams can act on

Result

Operations gained a consistent queue and compliance teams gained a searchable evidence trail.

Discuss a similar workflow