Intake & Extraction
AI Document Extraction for Recruitment
Extracts structured data from documents into your systems, adapted for Recruitment businesses that key candidate CVs and compliance documents into their ATS…
Intake & Extraction
AI Document Intake
Every incoming document is captured through one route, filed correctly, and accounted for, with nothing lost in an inbox.
Documents arrive by email, by upload and as scans, and some quietly disappear into an inbox. This build gives every incoming document one route. It captures each file automatically, logs the sender, filename, arrival time and type, and files it into the system you choose using your naming rules. Anything it cannot file goes to a review queue, never lost.
- Every incoming document captured through one route
- Files named and filed into your system automatically
- Unreadable or unexpected files held in a review queue
$3,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Document Intake captures every document that arrives through the one route you choose, an email inbox or an upload folder, and files it into your destination system automatically, before any sorting or data extraction happens. Each file is logged with its sender, filename and arrival time, so nothing goes unaccounted for.
Why businesses buy it
Lost or misfiled documents cost more than the time spent looking for them. A missed invoice means a late fee, a missing form holds up a customer, and nobody can prove what arrived when. Forwarding and re-saving files by hand is exactly the kind of work that slips on a busy day. This build captures every document and leaves a record, so later steps like classification and extraction start from an organized base. The written scope fixes the route, rules and systems before you order.
Problems this solves
Documents arrive by email and someone files each one by hand
Document Intake captures every file arriving through your chosen route, an email inbox or an upload folder. It files each one into your destination system automatically.
Attachments go missing and nobody can prove what arrived
Every file is logged with its sender, filename and arrival time. If someone asks whether a document came in, the log answers it in seconds.
Unusual documents clog the process and stop everything else
Validation rules check incoming files, and anything that does not fit goes to a human review queue. Routine documents keep moving while a person handles the odd ones.
A good fit if
Documents already arrive by email or as scans and uploads, and someone currently files them by hand, inconsistently or late.
You have one inbox or shared folder where most of these documents already land, or could land, once it's set up.
You want every document captured and filed correctly before any sorting, extraction or approval happens further down the line.
You're comfortable choosing one intake route to start, with room to add more channels or the next stage later.
Not the right fit if
You also need documents sorted or tagged by type, not just captured. See AI Document Classification, the next stage, which categorizes what Intake has already filed.
You need fields pulled from each document and written to your system. See AI Document Extraction, which covers intake to your system in one build.
You need more than one intake route running at once, such as an inbox and a scanner folder together. Add a note at checkout for a written Change Quote, or start from our Custom AI enquiry form.
Your documents are contracts that need key-term and risk analysis specifically. See AI Contract Intelligence, built for that document type.
How it works
- You choose one intake route: an email inbox we monitor, or an upload folder your team drops files into, including scanned pages.
- Every document that arrives is captured automatically, whatever the file type, without anyone forwarding or re-saving it by hand first.
- Basic details are logged for each one: sender or source, filename, arrival time and file type, so nothing that comes in goes unaccounted for.
- Each document is filed into the destination system you connected, such as Google Drive, SharePoint or your ERP, using the naming and folder rules you set.
- Anything that fails to file cleanly, such as an unreadable scan or an unexpected format, is held in a review queue instead of being dropped silently.
- We test intake against 100 real sample documents before launch and hand you an accuracy report showing what was captured and filed correctly.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Your business information (company basics, hours and brand voice), shared during intake, or confirmation we can reuse what you gave us on an earlier order.
- At least 20 real sample documents for each document type Intake should recognize, redacted if you need to.
- The email inbox or upload folder you want used as the single intake route.
- Access to the destination system documents should be filed into once captured.
- The naming and folder rules you want followed, and who should review anything that fails to file.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- One decision-maker who can approve the filing rules and sign off at launch.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, sample documents and destination access confirmed.
Weeks 1–2
Capture route, filing rules and document-type recognition built.
Week 3
Intake route and destination system connected and tested.
Weeks 3–4
100 sample documents processed, accuracy report shared with you.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $3,900 |
| Express | 15–25 working days | $4,600 |
| Rush | 10–20 working days | $5,250 |
What you receive at handover
- AI Document Intake configured on one route (an email inbox or upload folder) and connected to your destination system
- An intake log of sender, filename and arrival time for every document
- Set-up for up to three document types, with validation rules and a human review queue
- A test report from 100 sample documents, with an accuracy report
- An admin guide and a recorded 60-minute handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can free staff from saving and filing attachments by hand.
- Helps make sure no incoming document goes unaccounted for.
- Gives you a clean starting point for later sorting or extraction.
- Staff time spent filing documents
- Ask staff to log filing time for a week before launch. Repeat the log a month after.
- Documents in the review queue
- Count them weekly in the queue. A falling share shows the rules are settling.
- Lost or late documents
- Count complaints about missing paperwork in the month before launch and the month after.
Before you start: Count documents arriving per week and note how they are filed today. Record how long filing takes and any recent lost-document cases.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running Document Intake costs roughly $30 to $200 a month in your own accounts, covering OCR and AI usage plus storage, and the figure moves with how many document pages arrive each month.
AI usage during the build and testing is billed to your own accounts too, so every provider relationship stays in your name, not ours.
Ask about running costsCustom requirements
If you need a second intake route or more document types than the Scope Card lists, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
Monthly maintenance covers monitoring, fixes, updates, a health report and change hours each month, enough to add a filing rule or adjust how a document type is recognized. It starts after the 30 days of support end, bills monthly, and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A document-capture SaaS charges per page or per user every month | A custom agency quotes after discovery calls | Ours is one fixed price, shown on this page before you buy |
| Scope | A document-capture SaaS is a general tool you configure yourself | An agency agrees scope during the project | Ours is written on the Scope Card before purchase |
| Delivery | A document-capture SaaS is live once you finish setting up routing rules | An agency build usually takes several weeks | Ours has a fixed delivery time shown before you buy, with faster options |
| Unreadable files | A document-capture SaaS often drops or silently skips them | An agency build depends on what was scoped | Ours holds them in a review queue instead of dropping them |
Questions about this product
How much does AI Document Intake cost?
One fixed price covers everything on the Scope Card: the intake route, the filing rules, the review queue for anything that cannot be filed, and the 100-document accuracy report before launch. The price panel on this page shows that figure at each delivery speed. It is confirmed once your Scope Card is agreed, so nothing changes after you order.
Does AI Document Intake read what's inside a document, or just capture it?
Just capture and file it. Intake logs the sender, filename and arrival time, then files the document into your destination system using the rules you set. Reading structured fields out of the content is a separate stage: see AI Document Extraction, built specifically for pulling data once a document is already captured and filed.
Can AI Document Intake use both an email inbox and an upload folder?
The standard build covers one intake route, either an email inbox or an upload folder, chosen during setup. If you need both, add a note at checkout and you receive a written Change Quote before any extra work starts. Many teams start with the inbox, since that is where most documents already arrive, and add the folder later.
How much does AI Document Intake cost to run each month?
Roughly $30 to $200 a month in your own accounts, covering OCR and AI usage plus storage. The figure scales with how many document pages arrive each month, so a quiet month costs less than a busy one. There is no per-document fee from us, and monthly maintenance is optional.
What happens to a document AI Document Intake can't file automatically?
It's held in a review queue rather than dropped or misfiled. An unreadable scan, an unexpected file type, or a document that doesn't match your naming rules lands there for the person you named to check by hand. Nothing that arrives through the connected intake route disappears without a record of it.
Is our document content safe with AI Document Intake?
Yes. Every credential and connected account is shared by adding our team as a user or creating a key you control during setup, never by email, and documents move only between the intake route and destination system you connected. Nothing is shared outside those systems, and sensitive files can be redacted in your sample set before we ever see them ourselves.
How long does AI Document Intake take to launch?
The delivery time for each speed is shown in the panel on this page, counted from the day your intake is complete and access is verified. Most of that time goes into setting the filing rules and testing them on your own sample documents, so sending samples promptly is the best way to keep launch on schedule.
Can I add document classification or extraction to AI Document Intake later?
Yes. Document Intake is built as the first stage, so AI Document Classification and AI Document Extraction connect cleanly once documents are already captured and filed. Each is its own fixed-price build; ordering Intake first doesn't discount them, but it does mean the later stages start from documents that are already organized.
Stop losing incoming documents to inboxes and desktops.
Order AI Document Intake and it captures and files every incoming document on a fixed delivery date. The scope above is what you get, in writing, before you pay.
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