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Kinetic SystemsGroup
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AI & Workflow Automation

Document intake automation that gave a full week back to staff.

Intake documents are now read, classified, and routed by an AI-assisted pipeline, with human review only on low-confidence cases — freeing a full-time-equivalent of staff every week while keeping a person in the loop where it counts.

40 hrs/week recovered
The challenge

Staff manually opened, read, classified, and re-keyed hundreds of intake documents a week. It was slow, error-prone, and impossible to scale without hiring — and the backlog quietly grew every busy season.

The approach

The same four phases we run every time.

  1. 1

    Discovery

    Sampled real documents to quantify volume, variety, and the true cost of manual handling.

  2. 2

    Architecture

    Designed an AI-assisted extraction pipeline with a confidence threshold and human review queue.

  3. 3

    Build

    Shipped extraction, classification, and routing with a review UI for low-confidence cases.

  4. 4

    Launch & support

    Tuned thresholds in production and documented the human-in-the-loop workflow.

The solution

An AI-assisted intake pipeline that extracts and classifies documents automatically, routes high-confidence results straight through, and sends only ambiguous cases to a human — with accuracy monitored over time.

AI SDKDocument extractionConfidence routingHuman-in-the-loopNext.jsQueue
The results
system_statusin production
40h
Weekly hours saved
99.4%
Extraction accuracy
6 wk
To production
We got a full-time person's week back without letting go of control. The system asks us only when it should.
Operations Lead, Services SMB

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