Form and document intake
Design secure methods to receive agreed document types and classify requests.
For service businesses, forms and documents often contain the same details entered repeatedly. We can build controlled intake and extraction workflows that help staff review data, identify missing information and move it into the right systems.
Design secure methods to receive agreed document types and classify requests.
Extract relevant details from supported structured or scanned documents.
Flag uncertain values, missing fields and exceptions for staff confirmation.
Prepare structured quote or service summaries from verified inputs.
Send reviewed information to supported systems with idempotency and audit controls.
Minimise sensitive storage and define appropriate access and deletion processes.
Understand the business, current tools, constraints and realistic opportunities.
Prepare the agreed system and content, implement where authorised and test real use cases.
Review measurable outcomes, maintain appropriate human oversight and refine the workflow.
Quality varies. We test representative samples and send uncertain or critical fields for human review.
Financial approvals and transfers require explicit safeguards and suitable human controls; they are not enabled by default.
Only after privacy, access, provider terms and data-handling requirements have been reviewed and approved.
We can outline an achievable project, third-party costs, permissions and practical next steps. No guaranteed marketing results or unsupported integrations.
Meet Maya & request a consultationFrom £995 setup + from £349/month
Agreed extraction, validation and manual review.
Or build & handover from £4,995
Scope, call/AI usage, third-party costs, VAT treatment and support are defined in your quote. Marketing spend is excluded.