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.
The short answer
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 it's for
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 / after
Before vs after
Before
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
After
- Documents processed in seconds
- Validated, structured data in your systems
- Backlog cleared and kept clean automatically
- Team focused on judgment, not typing
How it works
How we build it
01
Document audit
We review your highest-volume document types and current process.
02
Custom build
Extraction templates, validation rules, and routing tailored to you.
03
Integrate
Connect to your CRM, ERP, accounting, or PMS.
04
Launch & monitor
Live in 2–4 weeks; weekly tuning for the first 90 days.
What to expect
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.
Integrations
Plays nicely with your stack
- DocuSign
- Adobe Acrobat
- QuickBooks
- Xero
- HubSpot
- Salesforce
- Notion
- Airtable
- Google Drive
- Dropbox
- Make
- n8n
- Zapier
In practice
How it played out for one client
Mid-size law firm, Texas
LegalChallenge
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.
FAQ
Frequently asked questions
For most business documents we hit 90%+ accuracy out of the gate, with human review queues for low-confidence fields.
Yes — modern AI OCR handles scans, photos, and even handwritten fields well.
Yes. We use SOC2-aligned infrastructure and HIPAA-aware setups for healthcare clients.
Stop re-typing your business
Book a 20-minute demo and we'll show you live extraction on a sample of your real documents.
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