AI processing business documents and extracting structured data

    AI Document Processing

    Turn every document into structured data — automatically.

    Talos builds AI document workflows that extract, classify, and route data from contracts, invoices, intake forms, and PDFs into the tools you already run on.

    Talos AI document processing automatically extracts, validates, and routes data from contracts, invoices, intake forms, and PDFs — eliminating manual data entry and cutting document processing time from hours to minutes.

    Who AI document processing helps most

    Law firms

    Contracts, intake forms, discovery docs, and case files.

    Medical practices

    Patient intake, referrals, insurance forms, and records.

    Finance & accounting

    Invoices, receipts, bank statements, and reconciliation.

    Operations teams

    Any team drowning in PDFs and forms that need re-typing.

    What we automate

    Field extraction

    Pull structured fields from PDFs, scans, and images with AI accuracy.

    Classification & routing

    Auto-classify document type and route to the right system.

    Validation & QA

    Built-in checks plus human-review queue for low-confidence fields.

    CRM & ERP push

    Write extracted data into HubSpot, Salesforce, QuickBooks, and more.

    Email-to-action flows

    Inbound email triggers full document processing pipelines.

    Audit trail

    Every document, decision, and value tracked for compliance.

    Before vs after

    Before

    • Hours per day re-keying PDF fields
    • Errors trickle into billing and reporting
    • Backlog of unprocessed paperwork
    • Hiring decisions driven by document volume

    After

    • Documents processed in seconds
    • Validated, structured data in your systems
    • Backlog cleared and kept clean automatically
    • Team focused on judgment, not typing

    How we build it

    1

    Document audit

    We review your highest-volume document types and current process.

    2

    Custom build

    Extraction templates, validation rules, and routing tailored to you.

    3

    Integrate

    Connect to your CRM, ERP, accounting, or PMS.

    4

    Launch & monitor

    Live in 2–4 weeks; weekly tuning for the first 90 days.

    What clients typically see

    90%+

    Field accuracy

    Across most business documents.

    10x

    Faster processing

    Versus manual entry.

    8–15 hrs

    Weekly hours saved

    Per ops or admin person.

    2–4 wks

    Time to live

    From kickoff.

    Plays nicely with your stack

    DocuSignAdobe AcrobatQuickBooksXeroHubSpotSalesforceNotionAirtableGoogle DriveDropboxMaken8nZapier

    How it played out for one client

    Mid-size law firm, Texas

    Legal

    Challenge

    Paralegals spending 20+ hours/week extracting fields from intake forms and contracts into Clio.

    Solution

    Talos shipped an AI extraction + routing workflow that pulls fields, validates, and writes into Clio with audit trail.

    Result

    Reclaimed 80+ paralegal hours/month. Intake-to-engagement time cut by 60%.

    Representative example. Specific results vary by business.

    Frequently asked questions

    Stop re-typing your business

    Book a 20-minute demo and we'll show you live extraction on a sample of your real documents.