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Document reading and file review

AI that reads the file so you don't have to

AI reads your PDFs, emails and scans, pulls out what matters, and writes a short summary. Dates, amounts, names and missing pieces show up in one place, ready for a person to check.

Book an AI workflow audit See examples for your firm
Minutesto get the gist of a thick file
Page linksback to every source
You checkevery summary it writes
A typed contract under a desk lamp, with a pen resting on it
Every page read, every key detail pulled out.

Closest real result

About 10 minutessaved per case, on about 100 cases a month

Our AI file review at an insurance claims firm summarizes every document in a case before an adjuster opens it. The client stays private.

Read how it was built

What you get

Understand a file in minutes, and stop missing key details.

  • Minutes, not hours

    Get the gist of a thick file before you open it.

  • Key details found

    Dates, amounts, parties and gaps pulled out the same way every time.

  • Everything sorted

    Incoming documents labeled and filed where they belong.

  • Easy to check

    Every summary points back to the page it came from.

How file review works

An example of one new file going down the line. A person checks the summary before anyone relies on it.

Example workflow · document review

A new case file, summarized

Before, someone read every page to find the parts that matter.

  1. File arrives (Your systems)
  2. Reads every page (AI does it)
  3. Pulls key details (AI does it)
  4. Writes the summary (AI does it)
  5. Staff checks it (Your team checks)
  6. Summary readywith a link to each source page
  • AI does it
  • Your team checks
  • Your systems
More examples for your field

How we build yours

You see it working on your own files before it goes live.

Collect samples

You share a handful of real files so we see what your documents look like.

Decide what matters

Together we list the details your team looks for every time.

Build and compare

The AI summarizes real files, and your team checks its work side by side.

Put it in your flow

Summaries land where you work: your case system, a shared folder or an email.

What it looks like in your field

The first one is real, from our work at an insurance claims firm. The rest are example workflows, with no numbers until your audit measures them.

  • Insurance claims Real result

    Case-file summaries

    BeforeAdjusters read every document in a claim file to get up to speed.
    With AIAI summarizes every document in the case before the adjuster opens it.
    More for claims

  • Law firms

    Discovery and medical records

    BeforeA paralegal reads hundreds of pages to build a timeline.
    With AIAI builds a first-draft timeline and summary with page references for the attorney to check.
    More for law firms

  • Accounting firms

    Bank statements and receipts

    BeforeStaff key figures from statements into the books.
    With AIAI reads statements and receipts and prepares entries for your bookkeeping software.
    More for accounting

  • Medical offices

    Referrals and faxes

    BeforeFront desk staff read every incoming fax and route it.
    With AIAI reads each referral, pulls the patient details and sorts it for staff to confirm.
    More for medical offices

Which files eat the most reading time?

The audit finds them, prices the fix, and tells you what we'd skip. From $500.

Book an AI workflow audit

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Getting started

Every project starts with a paid audit, so you know exactly what you're buying before you buy it.

What you'll need

  • Sample documents (we sign an NDA first, and a BAA for medical offices)
  • A list of the details your team always looks for
  • Somewhere for summaries to go: your case system, a folder or email

Tools we often use: ChatGPT and Claude models, Microsoft Azure AI, Google Cloud document tools and Python.

Price and timing

  • Start withAI workflow audit, $500–$1,500
  • Typical first project$2,000–$3,500
  • After launch10% of your build cost per month, $500 minimum

Larger projects are quoted in your audit plan, often up to about $5,000. If your first project is $2,000 or more, your audit fee comes off the build price.

Price your audit

Straight answers

Something else on your mind? Call (305) 807-7015.

Can AI read scanned documents and handwriting?

It reads typed scans well. Messy handwriting is less reliable, so we test on your real documents during the audit and tell you plainly what works.

How accurate are AI document summaries?

Very good for typed documents, but not perfect. That's why every summary points to its source page and a person checks anything that matters.

Is our client data used to train AI?

No. We choose AI providers and settings that don't use your data to train their models. How we keep your data safe.

How much does AI document review cost?

Most first projects run $2,000 to $3,500, depending on how many document types are involved.

Find out where AI fits in your firm

Start with a free call, or go straight to the audit. Either way, you talk to the person who builds it.

Not sure yet?

Book a free 20-minute call

Tell us what's eating your team's time. We'll tell you honestly if AI can help. No pitch, no obligation.

Book a free call

Ready?

Book your AI workflow audit, from $500

1–2 weeks, ending in a written plan ranked by hours saved, with a price for each piece.

Book your audit

Today, every call and every audit is led by our founder, Aramis M. Figueroa. Or call (305) 807-7015.

Not ready yet? Get the free “Is your firm ready for AI?” checklist

A 10-question checklist you can fill in over coffee. It shows where your team's hours go and which work AI could take on first.

One email with the checklist. No newsletter unless you ask for it. See our privacy policy.

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