03 · Document Workflow Pilot

Put a measurable dent in repetitive document work — and prove it.

Pick one process buried in documents — loan and credit file review, underwriting, claims, contract review, intake. We build it end to end inside your perimeter, fine-tune the components where it actually pays off, and report the result against the baseline you measured going in.

Scope a pilot See the architecture →
Timeline
8–12 weeks
Price
$250K–$500Kby workflow complexity
You leave with
A measured winor an honest negative result

What you get

A working process, tied to a number.

The deliverable is a workflow running in production, with a before/after on the metric you care about — cycle time, error rate, throughput.

  • 01Deployed workflow — extraction, classification, and agentic routing for the chosen process, running inside your account.
  • 02Fine-tuned components — where fine-tuning earns its cost. Where it doesn't, we don't do it, and we'll tell you why.
  • 03Eval suite — task-level accuracy checks against a gold set, run continuously.
  • 04Monitoring — quality, latency, cost, and drift, on dashboards your team keeps.
  • 05Change-management plan — how the workflow moves from pilot into the hands of the people who do the work today.

Fit

Who should take this on.

This is for you if

  • A lending, credit, claims, underwriting, or compliance team is buried in repetitive document work.
  • You can measure the current cycle time or error rate — the baseline we'll prove against.
  • You want a result you can take to a steering committee with confidence.

This isn't for you if

  • There's no measurable baseline. Without the current numbers, we can't prove the win — so we'd help you establish one first.
  • The process isn't actually painful or high-volume enough to justify the spend.
  • You're looking for a horizontal "AI assistant" rather than one process done well.

FAQ

Questions we get first.

What if the result is negative?
Then you get an honest negative result and the evidence behind it — which is worth far more than a deployment that quietly underperforms. We scope pilots so that a clear yes/no is itself a successful outcome.
Do we need the platform engagement first?
Not necessarily. A pilot can deploy onto an existing Sovereign RAG Platform, or stand up the slice of infrastructure it needs on its own. If you'll run several workflows, the platform first is usually cheaper overall.
How do you decide what to fine-tune?
By cost and measured lift. We fine-tune a component only when the eval shows it beats prompting-plus-retrieval by enough to justify the training and maintenance. Most workflows need far less fine-tuning than people expect.
Who owns the workflow after the pilot?
You do — code, models, eval suite, and dashboards, all in your account. The change-management plan is about handing it to the team that does the work and leaving nothing tethered to us.

One process. A real number. Twelve weeks.

Bring the document process that's costing you the most. We'll bring a baseline and a result.

Scope a pilot