Document Automation
Rolling out capture to six offices at once is how projects stall. A sequenced rollout gets you a working reference site and a trained internal advocate.
A firm with six offices usually wants all six live in the same quarter. It is an understandable instinct and it reliably produces the same outcome: six half-configured sites, one overloaded support queue, and a project that is described internally as not quite working.
The first office should not be the largest or the loudest. It should be the one with representative documents, a records lead who will engage, and enough volume to expose real problems within a fortnight. You are buying information, not coverage.
Daily post is the workload that never pauses, so it is the workload that proves the pipeline. Get it flowing cleanly for two weeks, watch the exception queue, tune the thresholds, and only then start on the store room. Backfile is patient. Today is not.
The compounding benefit is people. By the third site, the person answering the operators is a colleague who did it last month, not a consultant on a call. That is what makes the last two offices straightforward, and it only happens if you refuse to run them all in parallel.
Most in-house digitisation projects do not fail on the scanning. They fail on separation, naming and the moment nobody can find the 2016 lease.
A score attached to a field is not accuracy. It is a routing instruction, and most extraction projects never wire up the route.
Book a demo
Bring three or four representative agreements to the demo. We will run them through classification, extraction and verification live, and tell you plainly where the pipeline would need tuning for your paper.
Demos run Monday to Friday, 08:30 to 18:00 GMT