Document & Case Intelligence

Turn complex document sets into structured, evidence-linked work.

Classify files, extract configured facts, detect missing or conflicting information, and prepare cases for review with source context intact.

Extraction and triage assist review teams. They do not establish final truth, determine eligibility, or replace accountable review. Confidence is not certainty.

The opportunity

Treat the case as a whole—not a pile of files.

Important context is spread across emails, PDFs, forms, spreadsheets, scans, and narrative records. Denalix builds intake workflows that preserve lineage and make exceptions visible before work moves downstream.

Capabilities

Build the workflow around the work.

Each capability is configured to the customer’s process, source systems, review model, and production controls.

Intake classification

Identify case intent and group related messages, files, and versions into one record.

Configured extraction

Capture the facts your workflow needs from forms, schedules, statements, questionnaires, and records.

Completeness checks

Compare the package with workflow-specific requirements and distinguish missing from unreadable.

Reconciliation & exceptions

Check cross-document consistency and route conflicting values for human resolution.

Triage & routing

Apply approved completeness, priority, eligibility, and ownership criteria.

Evidence-linked case summaries

Prepare concise context where every material fact remains connected to its source.

A controlled flow

Make every handoff visible.

The workflow moves forward with evidence, defined authority, and a trace of how each step was completed.

01
Classify
Identify the case, document type, and intended workflow.
02
Group
Keep emails, attachments, versions, and related records together.
03
Extract
Capture configured fields with confidence and source location.
04
Validate
Detect missing, unreadable, and conflicting information.
05
Route
Send the prepared case to the right queue and reviewer.

IllustrativeFinancial-services example · vendor onboarding

Prepared contextHuman review required

PackageEmail + 6 attachments grouped

Inbox event

EntityNorthstar Lab Systems

W-9 · p.1

Questionnaire42 of 45 required responses

Security review

MissingSigned data-processing addendum

Onboarding rule

Review gateAuthorized person owns the next action

Accountability boundary

Structured does not mean unquestioned.

Every extracted fact retains a source, confidence treatment, and path to review. The workflow distinguishes assistance from verified truth.

AI Workflow Assessment

Assess your document workflow.

Map document types, exception paths, review needs, and the systems that should receive prepared work.

Book a consultation