Compliance-first document intelligence • No-code • Agentic

AI-Powered Document Extraction,
Clarification & Compliance Automation

Clarify documents, extract structured data, and run compliance checks in any domain with HIPAA-aware, enterprise-grade processing — powered by no-code DMN rules, a swarm of AI agents, and multi-LLM optimization.

HIPAA Compliant
Enterprise-Grade
< 1 Day Onboarding
The Process

How it works

A governed pipeline from document intake to compliant outputs — designed for production workflows.

1

Ingest & Clarify

Detect document types, resolve ambiguity, and identify missing/contradicting fields.

2

Extract to your schema

Structured output (JSON/CSV) for downstream systems — entities, tables, and custom fields.

3

Deterministic compliance via DMN

Run policy validation, risk scoring, eligibility checks, routing and escalation logic — explainably.

4

Route + Evidence trail

Push decisions into your workflow engine and keep auditable logs for every rule and agent action.

DocuGenius AI document processing pipeline diagram

Fast onboarding, built for change

Update compliance logic without code releases. Model, test, and deploy rule changes quickly — including templates that keep improving over time.

Production-ready templates

12+ medical compliance templates already in production — consolidated knowledge from real customer deployments.

Applications

Use cases

From document clarification to full compliance workflows — a fast and safe way to operationalize agentic AI.

Medical document intake

Automatically classify and extract data from medical intake forms, referrals, and prior authorizations. Run HIPAA-compliant compliance checks and route cases to the right queue — in minutes, not hours.

Policy / eligibility validation

Validate insurance eligibility documents and policy coverage using deterministic rules that produce explainable, auditable outcomes. Every decision includes an evidence trail for compliance review.

Classification & routing

AI agents automatically classify incoming documents, extract relevant data, and route cases to the correct team or downstream system. Reduce manual triage and processing backlogs at scale.

Risk flags & exceptions

Automatically surface missing fields, conflicting data, and policy violations before they cause processing delays or compliance failures. Flag exceptions for human review with full context.

Template-driven rollout

Deploy pre-built compliance templates for your industry and extend them with your own rules — no developers required. Onboard new document types in less than a day.

Cost / latency optimization

Route each extraction and compliance task to the most cost-effective AI model for the job. Hit accuracy targets without overspending on compute — and benchmark models against each other in production.

Security & Compliance

Enterprise trust & compliance

Built for regulated teams who need control, auditability, and safe operationalization of AI.

HIPAA-aware processing

Designed for sensitive document workflows with strong security and governance expectations.

Deterministic rule execution

DMN-based decisions give explainable, repeatable compliance outcomes — even when models change.

Audit trails

Evidence trails for agent steps and rule outcomes to support internal reviews and compliance audits.

Industry Solutions

Compliance templates that ship outcomes

Production templates reduce implementation risk and accelerate time-to-value.

Healthcare / Medical

Medical compliance templates in production — built from real workflows and operational knowledge.

Insurance

Claims intake, policy validation, risk flags, and routing — consistent decisions at scale.

Transportation

Shipping documents, customs, compliance forms, classification + handoffs to downstream systems.

Food

Certificates, lab reports, safety checks, and rule-based validations for regulated environments.

Platform Features

Core capabilities

Everything you need to operationalize agentic document workflows safely — without building a bespoke platform.

No-Code Rules & Flows

Model, test, and deploy complex compliance logic and extraction rules with forms, not code.

Template Library

Start fast with templates for Insurance, Healthcare, Transportation, and Food — and extend them in days.

Swarm of AI Agents

A configurable swarm of specialized agents — synchronized with the latest model generations.

Multi-LLM Optimization

Run each rule on the most suitable LLM (or mix) for the best accuracy, cost, and latency tradeoff.

Explainability & Audit

Deterministic DMN decisions + evidence trails to satisfy compliance, QA, and stakeholder trust.

Workflow Integrations

Designed to plug into your existing workflow engine(s).

Request a demo

See a real workflow: medical document → structured output + DMN compliance decision + audit trail. We'll tailor the demo to your domain and show how to onboard rules in < 1 day.

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