Solutions
Your documents are slowing you down. We fix that.
Manual data entry, slow routing, compliance bottlenecks. We build custom solutions around the document workflows that cost your team the most time and money.
What We Deliver
Turn documents into decisions
Every engagement is built to deliver these outcomes, tailored to how your team actually works.
Cut Manual Data Entry
Send documents to a dedicated email and get structured data back in your systems. No re-keying.
Automate Document Routing
Every incoming document sorted, prioritized, and sent to the right team. No manual triage.
Catch Errors Earlier
Flag inconsistencies, missing fields, and data mismatches before they cause problems.
Scale Without Headcount
Process more documents without growing the team. Your people handle exceptions, not data entry.
Results
Measurable impact across industries
Real organizations, real documents, real results. Here is what happens when the right solution meets the right problem.
Industries
Built for document-heavy industries
Healthcare
Secure document processing at scale.
- Extract claim forms and EOBs directly into Epic, Cerner, or Meditech.
- Sort and route prior authorization requests automatically.
- Categorize lab results, discharge summaries, and referral letters by department.
Financial Services
KYC, compliance, and lending automation.
- Pull identity details from passports, utility bills, and bank statements.
- Read W-2s, tax returns, and pay stubs into your LOS automatically.
- Extract and organize data from compliance filings with full audit trails.
Legal
Contract analysis and discovery, accelerated.
- Pull key clauses, obligations, and terms from contracts of any length.
- Sort and tag large document sets in days instead of weeks.
- Monitor regulatory filings and flag non-compliant documents automatically.
Logistics
Shipping and supply chain document automation.
- Extract shipper details and routing data from bills of lading across carriers.
- Pre-fill customs declarations from commercial invoices and packing lists.
- Pull tracking numbers and delivery confirmations from carrier documents.
Insurance
From first notice of loss to settlement, faster.
- Read ACORD forms, police reports, and medical bills into Guidewire or Duck Creek.
- Match policy details and endorsements to incoming claims automatically.
- Flag inconsistencies across claim documents for the investigation team.
- Track subrogation documents and inter-carrier correspondence.
Cut Manual Data Entry
Send a document, get structured data back.
Route documents to a dedicated email address and the system handles the rest. No complex uploads, no drag-and-drop interfaces. From handwritten forms to multi-page contracts, Doclo extracts the data you need automatically.
PDFs, scanned images, photos, digital documents. Whatever your team is working with today, Doclo processes it.
Every extracted field comes with an accuracy rating. Anything the system is not confident about is flagged for human review so nothing slips through.
Tell us what data you need and how you want it structured. Doclo maps document content to your requirements consistently.
Automate Document Routing
Every document reaches the right team instantly.
Incoming documents are automatically sorted by type, urgency, and destination. No one has to manually triage what goes where.
The system identifies invoices, contracts, forms, correspondence, and any custom document type your business works with.
Documents are sent to the right team, queue, or system based on rules you set. Change the rules anytime without rebuilding anything.
A single document can belong to more than one category. A medical claim gets tagged as both a billing document and a compliance record.
Catch Errors Earlier
Flag problems before they cause real damage.
Extracted data is automatically checked against your business rules. Inconsistencies, missing fields, and anything that looks off gets flagged before it moves forward.
Totals match line items, dates are in order, required fields are filled in. The system catches the mistakes your team shouldn't have to look for.
Documents that look different from normal get surfaced for review. Unexpected amounts, missing signatures, or format changes don't slip through.
Anything the system isn't confident about goes to a human reviewer. Corrections improve future accuracy, so the system gets better over time.
Scale Without Adding Headcount
Process more documents without growing the team.
When volume spikes hit, the system absorbs them. No overtime, no temp hires, no backlog. Your team shifts from repetitive data entry to reviewing exceptions, handling escalations, and the work that actually requires their expertise.
Send documents via email, upload, or file drop. The system handles extraction, checks, and delivery automatically.
Handle documents as they arrive or process large batches overnight. The same setup supports both.
Structured data flows directly into your ERP, CRM, EHR, claims platform, or lending system. Salesforce, SAP, Epic, Guidewire, Encompass, and custom systems all supported via REST API.
Meet Compliance Deadlines
Stay audit-ready without the manual overhead.
Deadlines, filings, and document trails handled automatically. Your team focuses on the work that matters, not record-keeping.
The system watches for deadline-critical documents, extracts due dates and reference numbers, and flags anything that needs attention.
Every document processed generates a full record: what was found, when it was processed, and how confident the system was.
Documents are stored with full details attached, following your retention policies. Everything is searchable and retrievable when auditors come calling.
How We Work
We handle the technology. You keep running your business.
We audit your document workflows, build a custom solution around your exact documents and systems, and stay involved to keep improving accuracy as your needs evolve.
Your team stays focused on the work that matters. We handle the technical implementation, training, and ongoing optimization.
See our full process →Show us a document that's causing problems.
Send us a sample. We'll extract the data live and show you what automation looks like for your specific workflow.
80%+
Typical cost reduction
4–6 weeks
To production
5
Core industries
Ongoing
Partnership