Live demo · Assistant
AI Document Search & Extraction
Finds relevant passages across large document collections and extracts facts.
Try it: AI Document Search & Extraction prototype
Add your business name and colour, click around, then reset whenever you like. It runs entirely in your browser with sample data.
What this demo shows
- Answers only from the knowledge you can edit
- Shows the source it used
- Hands over to a person when unsure
- Lead qualification (sales preset)
Added in the full build for your business
- An AI model with retrieval over your documents
- WhatsApp, website and Instagram channels
- CRM, order and booking integrations
- Guardrails, logging and human hand-off
Overview
What it does
Finds relevant passages across large document collections and extracts facts.
Who needs it
Legal, research, compliance and operations teams.
Problems it solves
- Searching hundreds of PDFs
- Facts copied by hand
- Missed clauses
Use cases
- Legal teams find relevant clauses across many contracts.
- Researchers extract facts from large reports.
- Support teams search manuals for precise answers.
Key features
- Finds relevant passages
- Searches large collections
- Extracts requested facts
Possible integrations
- Email inboxes and shared drives
- Accounting and ERP systems
- HR and recruitment tools
- Spreadsheets and databases
- Document storage (Drive, SharePoint)
Business benefits
- Hours of reading and data entry removed
- Fewer errors, with uncertain cases sent for human review
- Faster answers from your own documents
Before and after
An illustrative example of the change, not a specific client's result.
Before
Days reading through archives.
After
Answers and passages found in seconds with sources.
How we'd build yours
- Step 1
Free strategy call
We learn how your business works and what success looks like.
- Step 2
Scope & prototype
We agree the first version and show you a clickable prototype.
- Step 3
Build & integrate
We build it with your branding, data and the tools you already use.
- Step 4
Launch & train
We test on real devices, launch, and show your team how to use it.
- Step 5
Support & improve
Monthly improvements based on usage and results.
Questions
What does an AI Document Search & Extraction do?
Finds relevant passages across large document collections and extracts facts. Typical features include finds relevant passages, searches large collections, extracts requested facts.
Who is it for?
Legal, research, compliance and operations teams.
Is the demo on this page the finished product?
No. It's a working prototype with sample data so you can try the assistant and customise it. The version we build for you uses your own data, branding, logins and integrations.
How long does it take to build?
It depends on the scope. We start with a short discovery, agree the first version (MVP), and give you a fixed timeline and quote before any build starts.
How much does it cost?
Our published monthly plans start at $99/month (Starter). One-off builds like this are quoted after a free strategy call, so you only pay for the features you need.
Is the AI safe to use with customers?
We limit the AI to your approved information, log every conversation or action, add human approval for anything sensitive, and set usage limits. Outputs that affect money, legal, HR or health decisions are reviewed by a qualified person.
Can it connect to the tools I already use?
Usually, yes. Common connections include WhatsApp, email, payments, your CRM. We confirm what's possible for your tools during discovery.
Related solutions
- AI Document ProcessorReads invoices, forms, contracts and receipts, extracts fields and sends unsure results for review.
- AI Invoice AssistantExtracts invoice details, matches records, flags discrepancies and prepares entries.
- AI Bookkeeping AssistantCategorises transactions, explains variances and prepares reconciliations for review.
- AI Reporting AssistantTurns business data into summaries, KPI explanations, charts and reports.
Want this for your business?
Tell us what you need. You'll get a clear scope, timeline and quote, and a prototype built around your business.