Document Intelligence
Document Intelligence for process assurance
Turn documents and case files into structured data and evidence-linked intelligence
2hrs→20min
file review time reduction
90M+
documents analysed
50%
faster file review
92%
document classification success
Recordsure Document Intelligence transforms unstructured documents and case files into structured, usable data and evidence-linked intelligence. It classifies and dates records, extracts key information, creates timelines and themes, checks whether expected evidence is present and directs reviewers to the source behind each finding.
Teams spend less time reconstructing files, identify gaps earlier and apply a more consistent review framework, while appropriately skilled people retain control of material suitability, redress and customer-outcome decisions.
Structured data from every document. Intelligence from every case. Keep people in control.
Trusted by
What is Document Intelligence?
Trusted document intelligence, consistency checks and evidence-led assurance across every case
Document Intelligence ingests documents, emails, evidence packs and supporting case records, then identifies document types, dates, people, events, themes and relevant evidence. It converts fragmented content into a structured case view that can be searched, compared, checked and used across workflows, reporting and analytics.
Configurable checks use that structured data to identify missing information, potential exceptions and process gaps. Reviewers can move from an insight or finding to the underlying source, verify the evidence and record their judgement. The result is faster triage, cleaner handovers, more consistent assurance and a reusable intelligence asset.
From unstructured documents to structured data, evidence and actionable intelligence.
How Document Intelligence works
How does Document Intelligence turn documents into action?
Document Intelligence converts unstructured content into structured data, connects that data to its source evidence, applies configurable checks and makes the resulting intelligence easier for skilled people to understand and use.
Ingest and understand the documents
Bring together documents, emails and case material from agreed sources. Identify document types, dates, entities and key content while preserving access to every original record.
Create structured data and a connected case view
Organise extracted information into timelines, themes, fields and evidence links. Make complex or historic files searchable, navigable and ready for workflows, reporting and analysis.
Generate evidence-linked intelligence
Apply configurable checks to the structured data, assess completeness and process adherence, and connect every finding to the relevant source evidence.
Review, decide and improve
Direct reviewers to the evidence that matters, capture human conclusions and root causes, and produce audit trails or evidence support packs. Use verified results to understand patterns and improve processes.
Focus people expertise
Focus skilled people on exceptions. Material suitability, redress and customer-outcome decisions remain subject to the agreed governance model and appropriate human expertise.
Document Intelligence for outcomes that matter
Increase efficiency and accuracy with automated AI processes and workflows
Practical outcomes across the case lifecycle, from completeness to assurance
Reduce incomplete cases and rework
Check whether expected documents and evidence are present earlier, so teams can resolve gaps before they create delays, poor handovers or avoidable customer friction.
Create capacity for profitable growth
Reduce time spent searching, dating, sorting and reconstructing files. Help reviewers and customer-facing teams focus skilled time on interpretation, decisions and service.
Improve operational efficiency
Provide operations and case teams with structured, consistent information. Accelerate triage and workflows, reduce hand-backs and improve visibility of outstanding evidence and actions.
Strengthen assurance and reduce risk
Apply a consistent framework across more cases, identify exceptions earlier and preserve an evidence-linked record that supports quality assurance, complaints, remediation and governance.
Who benefits from Document Intelligence
Trusted intelligence for every level of your organisation
Document Intelligence supports the people who assemble cases, review evidence, assure quality and lead the business.
File reviewers and quality assurance teams
Navigate cases faster, start with a clearer view of completeness and evidence, and focus expertise on interpretation and judgement.
Compliance, quality and risk teams
Increase coverage, apply consistent process checks, investigate exceptions and maintain evidence that supports governance and regulatory reporting.
Operations and case teams
Identify missing information, outstanding actions and workflow bottlenecks earlier, reducing avoidable hand-backs and delays.
Complaint, remediation and investigation teams
Find relevant evidence across large or historic document estates and create support packs that make conclusions easier to review and defend.
Executive and operational leaders
Understand review volumes, completeness, outcomes, root causes and emerging trends across products, teams and time.
Data and technology teams
Integrate Document Intelligence with document management, CRM, workflow, SharePoint, reporting and data platforms while maintaining control of access, mappings and governance.
Trust, security and responsible AI
Document Intelligence combines evidence-linked intelligence, controlled AI and flexible integration.
Classifications, detected evidence, checks and scores remain connected to the underlying case material. Authorised users can inspect relevant source documents, verify lower-confidence results and record the human judgement that determines the review outcome.
Document Intelligence can exchange documents and data with practice-management, CRM, document-management, SharePoint, workflow, reporting and data platforms through configurable mappings, data feeds and APIs.
Recordsure applies predictive machine learning, deterministic techniques, rules, search and generative AI according to the task and agreed governance. AI and data handling operate within Recordsure’s ISO 27001-certified information security management system, with client-specific access controls and data separation.
Sectors
Built for regulated and evidence-intensive businesses
Recordsure works with organisations where important customer decisions must be efficient, explainable and defensible.
Case studies
Proven outcomes in complex environments
Government Department — UK
Digitalising interview recording to reduce cost and improve efficiency.
Discover: Digitalising interview recording to reduce cost and improve efficiency.
UK consultancy
Scale file review without scaling costs
Big four consultancy – Australia
Scaling a major remediation review with technology
Discover: Scaling a major remediation review with technology
Talk to us
Turn your documents into evidence-led assurance
Talk to Recordsure about your case types, review framework, document sources and assurance priorities. We will help you identify a practical starting point and the evidence needed to measure improvements in speed, completeness and quality.
Frequently asked questions
Document Intelligence frequently asked questions
Recordsure Document Intelligence ingests and organises case material, classifies and dates records, identifies themes and relevant evidence, and applies configured checks. Reviewers retain access to the underlying documents and make the material human judgements.
Document Intelligence can compare the documents and evidence found in each case with the organisation’s expected requirements. It can categorise cases by evidence status, trigger workflow and direct people to the exceptions that need action.
Evidence support packs bring the review conclusion, supporting documents, marked evidence and audit trail into a clear output. They can make internal quality assurance, complaint review, appeals and regulatory enquiries faster to understand and easier to defend.
For day-to-day file review and quality assurance, Document Intelligence presents findings and evidence to human reviewers; it does not make material suitability judgements on their behalf. Any use with different decision boundaries requires explicit governance, testing and approval.
Recordsure can process a wide range of modern and legacy document formats, including scanned material. Conversion, unpacking and OCR can prepare documents for search, organisation and review, subject to the agreed implementation and source quality.
Recordsure platform
Turn intelligence into action
Connect interaction and document intelligence with workflow, reporting and integrations to create a more complete, evidence-linked view across the business.
Conversation Intelligence
Capture and understand customer meetings and calls.
Document Intelligence
Structure documents, emails and case evidence.
Workflow automation
Move evidence, checks and actions through repeatable workflows.
Reporting & Analytics (MI)
Turn structured data into oversight, trends and management information.
API & Integrations
Connect Recordsure with your existing business systems.
Knowledge centre
Insights and Perspectives
Articles, guides and reports on AI file review, case completeness, ongoing-service evidence, quality assurance, complaint investigation and responsible human oversight.
Can the FCA Handbook API help firms demonstrate compliance?
FCA CP26/28: What the proposed AIFM reforms mean for governance and oversight
Consumer Duty board reports: from governance to customer outcomes
How can firms maintain oversight as AI takes on more decisions?