Document intelligence + qualification

Turn complex documents into
business decisions.

DocIntel extracts critical information from PDFs, specs, RFQs, contracts, resumes, and business documents — then compares it with your CRM, product catalog, rules, and internal data to surface gaps, risks, and next-best actions.

Discuss a document workflow See how it works
Configurable document types Platform-flexible implementation Customer-stack ready
DocIntel analysis
📄
RFQ_spec_package.pdf
126 pages · 18 extracted fields · 3 gaps found
Analyzed
Materials
PVC, PVDF, PP
Capability fit
Partial
Critical gap
PVDF unsupported
Confidence
87%
Recommendation
Review

Document requires PVDF and high-purity water specifications. Current capability profile partially matches but needs product-line confirmation before bid decision.

Source: Section 226701 · Materials + Manufacturers table

Documents are where business decisions slow down.

Teams already have the data they need. It is just buried inside PDFs, email attachments, specs, forms, proposals, contracts, and disconnected systems.

Manual review creates bottlenecks before anyone can act.
Important fields, risks, and requirements are missed or interpreted inconsistently.
Documents are reviewed without context from CRM, product, supplier, or internal capability data.
DocIntel turns documents into structured data, gap analysis, and explainable decisions.

From upload to decision in one workflow.

DocIntel is not just a summariser. It extracts, validates, compares, explains, and recommends.

📥

Upload

PDF, Word, specification, contract, resume, or business document.

🧠

Extract

AI extracts fields, entities, requirements, risks, and domain-specific data.

🔗

Ground

Compare against CRM, catalog, supplier, policy, or capability data.

⚠️

Analyse

Identify missing information, mismatches, critical gaps, and review triggers.

Decide

Generate recommendations, scores, workflow actions, and source-backed reasoning.

Built to adapt by document type.

Every document type has its own extraction schema, grounding rules, qualification logic, and output format — without rebuilding the product each time.

01

Configurable extraction

Define what to extract: materials, dates, obligations, skills, costs, certifications, clauses, requirements, or custom fields.

02

Grounded gap analysis

Compare document requirements against business data: CRM records, products, suppliers, contractors, policies, or compliance rules.

03

Explainable recommendations

Every recommendation includes source references, confidence fields, missing information, and business reasoning so teams can review.

04

Workflow-ready results

Route outputs to sales, procurement, engineering, legal, compliance, HR, or operations based on configured rules.

05

Conversational assistant

Ask questions about the document and get document-grounded answers where the implementation supports it.

06

Platform-first design

Deploy inside the customer's existing stack using the same core intelligence layer, with UI, connectors, and workflow actions adapted per environment.

One engine. Many document-heavy workflows.

RFQ qualification is the first vertical. The product foundation is broader: any workflow where a document must be converted into structured data and a decision.

🏗️

RFQ & bid qualification

Extract specs, materials, manufacturers, missing requirements, and bid/no-bid recommendations.

📑

Contract review

Identify obligations, renewal dates, risks, exceptions, and clauses requiring legal review.

👥

Resume & candidate screening

Extract skills, experience, certifications, gaps, and match strength against role requirements.

🏢

Real estate documents

Extract lease terms, property details, permits, disclosures, compliance notes, and missing information.

Compliance review

Map submitted evidence or policy documents against required controls, standards, or checklists.

📦

Vendor & supplier evaluation

Compare supplier submissions against capability, pricing, lead time, certifications, and risk criteria.

Implemented around the customer's stack.

DocIntel can start where the customer already works. The document intelligence logic is designed to be reusable across environments, with UI, data connectors, and workflow actions adapted to the client's existing systems.

SalesforceMicrosoft DynamicsPower PlatformPower PagesGoogle WorkspaceStandalone web appAPI layerCustomer portals
Document sources
PDF · Word · Email · Portals · Uploads
Client systems
CRM · Catalog · Rules · Data
DocIntel engine
Extraction · grounding · decisions
Business output
Records · recommendations · workflows · dashboards

Start with one document workflow.

Send us a sample document set and the business decision your team needs to make. We will map the extraction, gap analysis, and pilot scope.

Discuss a document workflow →

Related products