What it is
CloudNSite builds document workflows for claims, invoices, contracts, loan files, applications, public records, and freight documents.
One pipeline classifies, extracts, validates, and routes each document inside the current systems.
The ERP, claims platform, LOS, DMS, or case system stays the system of record.
A named person reviews every output that carries risk.
Problems the workflow solves
- Documents arrive through email, portals, scans, faxes, secure drops, and shared drives.
- Generic OCR reads text but does not understand the business meaning of each field.
- Validation rules often remain as informal knowledge instead of a controlled step.
- Failed documents wait in shared inboxes without a named owner.
- Extracted values lack the page and field references that a reviewer needs.
Industry workflows
Healthcare claims and prior authorization
The workflow reads claims packets, prior authorization forms, referrals, EOBs, and clinical attachments.
It extracts and checks required payer fields. Staff review each packet before payer submission.
Finance invoices and AP documents
The workflow reads invoices, statements, credit memos, and vendor tax forms.
It codes lines and matches purchase orders against the ERP. An approver signs off before posting or payment.
Legal contracts and discovery documents
The workflow extracts terms, dates, parties, and obligations from contracts, exhibits, and discovery documents.
It preserves matter permissions. Attorneys review each flag before any document leaves the firm.
Lending files and underwriting documents
The workflow checks applications, bank statements, tax returns, pay stubs, and appraisals against loan conditions.
It flags each gap. An underwriter keeps authority over every credit decision.
Government applications and public records
The workflow checks permit and license applications for completeness.
It routes reviews and prepares records requests. A records officer approves each redaction and release.
Logistics and freight documents
The workflow matches purchase orders, bills of lading, delivery receipts, and rate confirmations.
A coordinator approves variances and damage exceptions before any write-back to the ERP or TMS.
Process
- Accept documents from approved sources and classify each document.
- Extract required fields with confidence checks and source page references.
- Validate each value against the current system of record.
- Route low-confidence values and failed checks to named reviewers.
- Write back to approved systems only after required approvals.
- Test against historical documents and retain regression checks after launch.
Controls and ownership
- Named reviewers approve outputs that carry risk.
- Each extracted value keeps its page and field reference.
- Role-based access, audit logs, encryption, and retention rules support regulated workflows.
- Private LLM deployment is available when documents cannot leave approved infrastructure.
- The client owns agreed production source code, prompt configurations, evaluation assets, and deployment runbooks.
Pricing
Discovery comes before the build.
The Current State Assessment has a fixed price of $999.
A Defined Automation Build starts at $8,000 for one contained workflow.
Focused Custom Automation costs $12,000 to $20,000.
Operations Automation costs $25,000 to $60,000 for linked workflows across teams.
Build pricing does not include maintenance, cloud use, or model use.
There is no per-seat license, per-user fee, or platform subscription.
Related resources
- Intelligent Document Processing
- AI Invoice Processing
- AI Loan Processing
- Professional Services AI
- Automation Builds
Next step
Book a free 30-minute AI Strategy Call: https://cloudnsite.com/book