01
Source-backed extraction
Each proposed field links to the document and passage it came from. Unsupported or conflicting values become exceptions.
For multi-location property operations
Turn vendor documents into reviewable work.
A 45-day implementation that reads incoming packets, checks required information against your rules, prepares the next task, and gives your team the evidence and approval control before anything changes in your systems.
One workflow. Existing systems. Measured operating results.
Vendor packet / exampleReview required
01
Receive and indexShared inbox, PDF, form, or upload
Source captured02
Extract and verifyApproved fields with page-level evidence
Rules checked03
Flag the exceptionMissing insurance expiry or conflicting entity name
Human review04
Prepare the next actionDraft task, handoff, or request for information
Approval gateOperating problem
One intake process. Too many handoffs.
Vendor files move through inboxes, attachments, spreadsheets, and property systems. The work starts before a vendor can be routed or approved: identify the document, find the right details, check the packet, and send it to the right person.
02
Human-controlled actions
Staff review drafts and approve every external message, vendor decision, record change, and consequential action.
03
Operational measurement
Track volume, handling time, queue age, completeness, rework, exceptions, and approvals against a baseline.
45-day delivery
From a real baseline to a controlled pilot.
The first deployment is vendor packet completeness and routing for one business unit. Your property management platform remains the system of record.
- Days 1–12Map and measure
Sample packets, system access, staff interviews, cycle-time baseline, decision boundaries.
- Days 13–19Approve the design
Required fields, rules, role matrix, retention, exception routes, and acceptance tests.
- Days 20–36Build and test
Intake, evidence view, review queue, integrations, audit events, and labeled-case evaluation.
- Days 37–45Run and report
Shadow mode, limited live cohort, training, corrections, KPI readout, and scale decision.
Interactive sample
See what a reviewer would see.
Synthetic examples illustrate the review experience. They do not process real documents or update a customer system.
Incoming source
Illustrative text from a synthetic packet. Source references are simulated for demonstration.
Recommendation and evidence
Needs reviewSample only. No messages are sent and no records are changed.
Business case
Test the economics with your numbers.
This calculator estimates labor capacity released. It does not assume that every saved minute becomes cash savings. The pilot measures the actual result.
220staff hours released / month
$8,360monthly capacity value
5.1 monthsillustrative sprint-fee payback on capacity alone
Illustrative model: volume × current minutes × reduction × loaded rate. Excludes software fees, the managed retainer, rework, revenue, and implementation disruption. A retainer needs its own measured value case.
Commercial scope
Defined work. Defined decisions.
The assessment confirms fit. The sprint implements one workflow. Managed operations supports quality and changes after launch.
AI Readiness Assessment
$7,500
10 business days
- Workflow map and baseline
- System and data inventory
- Risk and approval boundaries
- Pilot specification and ROI range
Transformation Sprint
$42,500
45-day fixed scope
- One vendor packet workflow
- Up to two integrations and 20 pilot users
- Evidence, exception, and approval queue
- Evaluation, training, and executive report
Managed AI Operations
$7,500 / month
After a successful pilot
- Quality and connector monitoring
- Monthly KPI and risk review
- Up to 20 hours of tuning per month
- Two planned releases per month
Scope assumes one business unit, up to 10 packet/document classes, 25 approved fields, a supported inbox and system API, and client-provided process and security owners. The project excludes automated vendor approval, spending, bookings, legal or compliance determinations, and outbound messages without human approval. Third-party usage and licenses are separate.
Common questions
Control is part of the design.
We already use ChatGPT. What changes?
The sprint connects a defined intake process to your existing systems, approved rules, evidence, role permissions, an approval queue, audit events, and measured performance. It is scoped to one workflow rather than an open-ended chat experience.
Can sensitive data stay inside our approved environment?
Data classification and approved processing routes are design gates. We minimize the data sent to a model, use only approved sources, and map vendors and retention with your IT and legal teams. If the proposed path cannot meet policy, the scope is redesigned before production access.
What happens when the extraction is wrong?
Unsupported fields are marked unknown, conflicts are surfaced, and reviewers compare a draft with its source. The first pilot requires approval for every external action and system write. Staff retain the existing manual process as a fallback.
What do you need from our team?
An executive sponsor, process owner, IT/security contact, sample packets, sandbox/API access, and reviewers for testing and the pilot. Dates depend on timely access and design decisions.