Professional Services · AI · 2024
AI-assisted document workflow
An AI-assisted document workflow for high-stakes contract review — fast retrieval, cited answers, and human approval at every critical step.
- 85%Time saved
- HoursNot days
- SOC2Aligned controls
- 5 moTo production
Context
Document-heavy work at enterprise pace
Legal and operations teams spent days reviewing contracts and policy documents. Volume was growing, but accuracy and audit requirements could not be compromised for speed.
Challenge
AI speed vs. trust and compliance
Off-the-shelf tools lacked tenant isolation, citation fidelity, and review workflows. The organization needed production RAG with confidence scoring, human gates, and integration into existing case management — not a demo chatbot.
Solution
RAG platform with human-in-the-loop
We built a document intelligence workflow: ingestion, chunking, retrieval, and a review UI where experts validate AI-assisted outputs before they enter downstream systems.
AI integration
Embedding pipeline, hybrid retrieval, and prompt templates with strict citation requirements and refusal boundaries for low-confidence queries.
Product logic
Review queues, approval states, and role-based permissions — AI suggestions never bypass human sign-off on binding outputs.
UX / interface
Side-by-side document and answer panels with highlighted sources, confidence indicators, and one-click escalation paths.
Backend & API
Secure upload APIs, async processing workers, and webhooks into the client's existing matter management system.
Engineering approach
How we delivered
Discovery
Mapped document types, review stages, and compliance constraints with legal and engineering leads.
Architecture
Designed tenancy model, retrieval stack, and evaluation harness before UI build — accuracy first.
Implementation
Shipped ingestion, RAG services, review UI, and observability for latency, cost, and quality metrics.
Delivery
Pilot with power users, tuned thresholds, then phased rollout with SOC2-aligned logging and access controls.
Key results
Measured impact
- 85%Review cycle reduction
- HoursTypical turnaround
- 100%Critical outputs human-approved
- 5 monthsProduction launch
- FullAudit trail coverage
Technology & capabilities
Stack & capabilities
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