Concept Build · Reference Implementation
AI Product Development | Document Intelligence
Docflow Document AI
Enterprise teams spend hours every week manually classifying documents, extracting data, and routing them to the right people. Docflow is a reference build for an agentic pipeline that does all three — across 8 document types, in seconds.
8
Document types supported
4
Agentic pipeline stages
<10s
End-to-end processing time
0
Manual review steps required
The Problem
Smart teams. Buried in paperwork.
Mid-market and enterprise teams receive hundreds of business documents weekly — contracts, invoices, intake forms, financial statements — and someone has to manually read, categorize, and route every single one.
Critical information — payment terms, renewal clauses, liability caps, overdue amounts, missing fields — is buried in unstructured text. Extracting it manually is slow and error-prone, especially under volume.
Anomalies — auto-renewal traps, past-due invoices, missing consent fields, unusual contract clauses — are frequently missed during high-volume review periods, creating downstream risk.
Routing documents to the right team — legal, finance, HR, compliance — depends on someone reading the document first. That creates a bottleneck at the intake stage before any real work has even started.
Results
Before & after
Before
Hours
Manual review, classification, and data entry per batch
→
After
<10s
Classified, extracted, flagged, and routed automatically
Before
Missed
Anomalies and risk flags overlooked during manual review
→
After
Flagged
Every document analyzed for risk, severity-ranked
Before
Manual
Routing decisions made by whoever read the document
→
After
Automatic
Routed with priority level — urgent, standard, or low
What We Built
Four stages. One pipeline.
Docflow runs every uploaded document through a four-stage agentic pipeline. Each stage is visible in real time — so users can see the agent's reasoning, not just the output. Supports TXT, PDF, DOCX, and images including scanned documents via vision.
STAGE 01 — CLASSIFY
Document Classification
Identifies the document type across 8 categories — contract, invoice, intake form, HR document, financial statement, healthcare record, real estate document, or general business document — with a confidence score and plain-English summary.
Input: "Commercial Lease Agreement — Harbor Point Properties"
→ Type: Real Estate · 98% confidence
→ Type: Real Estate · 98% confidence
STAGE 02 — EXTRACT
Structured Field Extraction
Pulls 6–10 of the most important structured fields from the document — parties, dates, amounts, IDs, terms, and conditions — and surfaces them as clean, labeled data ready for downstream systems.
Fields extracted: Tenant, Landlord, Monthly Rent, Term, Security Deposit, TI Allowance, Renewal Option...
STAGE 03 — ANALYZE
Anomaly & Risk Flagging
Detects 2–5 anomalies, risks, or missing items worth human attention — auto-renewal traps, overdue payments, uncapped liability clauses, missing consent fields — severity-ranked as high, medium, or low.
High: "No auto-renewal cap — agreement renews indefinitely without written notice"
→ Flagged for legal review
→ Flagged for legal review
STAGE 04 — ROUTE
Downstream Routing Actions
Generates 3–4 concrete next actions with realistic destinations — legal review, AP queue, EHR system, compliance team, finance sign-off — each tagged with a priority level so nothing gets lost in a pile.
Action: "Escalate to Legal for liability clause review" → Legal Team · Urgent
Tech Stack
Technology used
AI Model
Claude Sonnet
Frontend
React + Vite
API Layer
FastAPI (Python)
Frontend Hosting
Vercel
Backend Hosting
Render
File Parsing
PDF.js · Mammoth · Vision
Outcomes
What this demonstrates
Hours of manual review eliminated. Documents that previously required a human to read, categorize, and route are processed end-to-end in under 10 seconds — without a person in the loop.
Risk caught before it becomes a problem. Auto-renewal traps, liability gaps, overdue invoices, and missing fields are surfaced immediately — not discovered weeks later when the damage is done.
Consistent output regardless of volume. Whether processing 5 documents or 500, every document gets the same level of analysis — no quality drop during high-volume periods.
Works across every file format. Digital PDFs, scanned documents, Word files, images, and plain text — the pipeline handles all of them, including scanned documents via Claude's vision API.
Adaptable to any vertical. The same pipeline works across financial services, healthcare, legal, logistics, real estate, and HR — with routing logic and flag criteria tunable per industry.
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