Cheaper than hiring. Faster than training.
We handle the first-pass packet cleanup inside a 30-day pilot. Completeness checks, missing-doc flags, structured summaries. Less than one month of one new intake clerk.
How it works
- 1 You send sample documents and your checklist.
- 2 We calibrate the workflow to your rules.
- 3 Your team reviews the output in a simple queue.
What we do
We help operations teams remove repetitive first-pass document work before it reaches trained staff.
Your most trained reviewers aren't paid to play "what's in this folder." They're paid for the judgment that comes after.
That means fewer cold opens, faster routing, and cleaner files for the people who need to make real decisions.
We do not automate final judgment. Human review stays in the loop.
Why not just hire another clerk?
It's the first move most ops teams make when intake piles up — and it's the right move some of the time. But another intake clerk costs roughly $50–70k loaded per year, takes 6–12 weeks to ramp to full productivity, and still makes mistakes at month three. If the bottleneck is specifically first-pass completeness work, hiring is a broad fix for a narrow problem.
Another intake hire
- 6–12 weeks to ramp to full productivity
- ~$50–70k loaded salary per year
- PTO, sick days, turnover risk
- Recruiting + onboarding overhead
- Output quality varies with fatigue and experience
30-day pilot with us
- Live in 30 days
- From $4,500 fixed-fee
- No PTO, no turnover, no retraining
- Checklist calibrated to your rules
- Same output at 100 packets or 10,000
For first-pass completeness cleanup, hiring is the wrong shape of fix.
Where this fits
We focus on four workflow types:
Flag missing fields and documents before a file reaches a reviewer.
Surface edge cases that need human attention before they stall a queue.
Check documents against required fields and regulatory criteria before review.
Verify report completeness and consistency before final submission.
First workflow — now available
FROI Pilot: workers' comp intake completeness
If your intake team is opening every First Report of Injury packet just to find out what is missing, that is expensive human time being burned on work a supervised workflow can handle first.
For each packet, the workflow
- Identifies the packet and intake date
- Checks for expected documents and fields
- Flags missing or incomplete items
- Creates a structured intake summary
- Sends the packet to a reviewer queue
Your team sees
- The original file
- The extracted summary
- Missing-doc flags
- Confidence level
- Approve / edit / escalate options
This pilot runs beside your current process, not inside your core system.
What a 30-day pilot includes
Start with one document family, one checklist, and a 30-day proof of fit.
- One workflow
- One document family
- Checklist calibration
- Reviewer queue
- Accuracy tracking against your rubric
- Final readout with next-step recommendation
Less than one month of one new intake clerk's loaded cost. Final pricing depends on packet volume and workflow complexity.
Compliance posture
- During pilots, we work with synthetic or de-identified data whenever possible.
- Human review remains in the loop for all decisions.
- Pilots run in an isolated environment, and client data is not retained after the pilot concludes.
- For production workflows involving sensitive data, deployment, access controls, and contractual safeguards are scoped before go-live.
Cheaper than another hire. Live in 30 days.
Send 20 de-identified sample packets and your current checklist. We'll review them, show you how the workflow would run on your documents, and walk you through the output — all before you spend a dollar, and for less than one month of one new intake clerk's loaded cost.