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.
- 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.
Frequently asked questions
Who is document intelligence and proposal automation for?+
It is designed for organisations that want to improve a defined workflow while preserving data access controls and human accountability. Scope depends on existing systems, information, and team needs.
Do we need to buy a specific AI platform first?+
No. We first understand the workflow, data, risk, and expected result, then decide whether existing tools, integrations, or custom development are appropriate.
How should we get started?+
Choose one repetitive, time-consuming workflow with a clear owner that can be validated safely using representative, non-sensitive data.
Want to see how this could fit your organisation?
Tell us about the current workflow, the information involved, and what you want to improve.