Contract intake automation

Every time a contract came in, someone opened the PDF and manually entered the parties, amount, and term into the system. When volume spiked, entries fell behind, and typos crept in during transcription.

This work is 'read it, copy it over' — pure repetition. So we handed the reading step to OCR and extraction, the checking step to rules, and left only the exceptions for a human.

Processing steps

1. The uploaded contract is turned into text via OCR.
2. Core fields — parties, amount, term — are extracted automatically.
3. Missing required fields and format errors are validated and flagged.
4. Clean records are registered to the system; only exceptions are handed to a human.

The days of typing in contracts one by one feel like a lie. Now we just upload them.— Admin team lead