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Today, organizations across industries are burdened with the inefficiencies of manual document reviews. The core challenge of document processing remains unchanged: excessive time and resources spent extracting, formatting, cataloging, and reporting on unstructured data. This leaves little room for strategic decision-making.
- Financial analysts sift through multiple contract versions to extract key terms
- Compliance officers manually assess contracts for regulatory risks
- Legal teams painstakingly identify missing clauses
- Procurement managers struggle with vendor contract discrepancies
- In healthcare, pharmacy benefits managers match prescriptions with insurance coverage
- Risk analysts navigate multilingual, unstructured formats to identify liabilities.
Traditional approaches, such as Optical Character Recognition (OCR), offer limited scalability and accuracy. Higher document volumes necessitate larger teams of skilled assessors, yet manual review processes remain prone to human error, inefficiencies, and escalating costs.
Imagine a solution that allows professionals to concentrate on high-value decision-making while automating document processing and integrating insights into business workflows. This is the strength of DocuSmith, the AI-powered solution to all your document processing problems.
Elevating document intelligence with AI
The challenge of manual document reviews is well-known, and automation has already demonstrated significant success:
- McKinsey reported that a leading North American financial services firm saved 20,000 employee hours through automated document processing.
- AI-powered solutions achieve over 95% accuracy in processing financial documents, including invoices, receipts, and complex statements.
- AI-driven document review reduces contract management, due diligence, and legal research time by 50%, streamlining operations.
- AI-powered medical record digitization reaches 98% accuracy, ensuring seamless access to patient data with robust security and privacy compliance.
With GenAI, document intelligence is evolving beyond automation into a more intelligent, adaptive, and interactive experience:
- Accelerated outcomes using frontier AI models and Retrieval-Augmented Generation (RAG) architectures
- Personalized AI copilots that enhance user productivity and decision-making
- Multi-modal capabilities for processing text, images, and structured data
- Multi-language support for global accessibility
- Conversational AI that enables users to chat with documents and retrieve historical interactions
- Seamless interoperability with existing business systems and workflows
How DocuSmith AI transforms document intelligence
Developed by Mastech InfoTrellis, DocuSmith is a proprietary document intelligence solution that uses large language models (LLMs), generative artificial intelligence (GenAI), and RAG to extract, analyze, and produce insights from unstructured data. Unlike legacy automation tools, DocuSmith provides an end-to-end intelligence layer that integrates directly into enterprise workflows.
Key capabilities
Smart data extraction
- Context-aware and semantic extraction
- Multi-language and multi-modal processing
- Document hierarchy awareness
Secure & scalable processing
- Role-based access control
- Compliance-driven data masking (PII, PHI)
- Enterprise-ready architecture for large-scale adoption
Intelligent workflow automation
- Seamless integrations with ERP, CRM, and other enterprise systems
- Automated alerts, triggers, and workflow optimizations
- Advanced predictive analytics and anomaly detection
Real-time conversational insights
- Natural language interactions with documents
- Instant contract summaries and key clause identification
- Deep business insights through interactive chat interfaces
How DocuSmith AI works: From ingestion to intelligence
Document ingestion
DocuSmith AI ingests documents in various formats, including scanned PDFs, handwritten notes, structured invoices, and multi-column reports. It supports batch, near real-time, and real-time processing.
Data processing
It processes structured and unstructured content using multi-language support and advanced AI models, recognizing complex formats, including forms, invoices, and contracts.
AI-powered extraction
Leveraging RAG-based architectures, Natural Language Processing (NLP), OCR, and Intelligent Character Recognition (ICR), DocuSmith semantically extracts data, classifies content, and tags metadata for deeper insights.
Validation & enrichment
With built-in accuracy checks, rule-based validation, and Human-in-the-Loop (HITL) oversight, organizations can refine extracted data, ensuring precision and compliance.
Actionable insights & integration
Users can interact with documents via natural language queries, retrieve historical chat-based insights, and integrate extracted intelligence into existing enterprise systems. Automated triggers enable contract renewals, financial approvals, and compliance flagging, optimizing decision-making at every step.
Industry use cases
Financial services & banking: Automating loan processing, contract analysis, and regulatory compliance checks to reduce operational risk
Compliance & risk management: AI-powered monitoring of regulatory changes, contract risks, and fraud detection, ensuring compliance with GDPR, AML, and KYC mandates.
Legal & contract management: Streamlining contract review, due diligence, and corporate governance by identifying missing clauses and ensuring adherence to legal frameworks.
Healthcare & life sciences: Enhancing patient data access, automating medical record digitization, and optimizing claims processing through intelligent data extraction.
Procurement & supply chain: Ensuring vendor contract consistency, tracking key contract milestones, and mitigating supply chain risks with AI-driven insights.
The competitive edge: Why DocuSmith stands out
DocuSmith AI provides a cohesive method that combines data extraction, business intelligence, and conversational AI, in contrast to stand-alone extraction, reporting, or chatbot solutions. This integration makes a more thorough and effective document processing experience possible, giving users a comprehensive answer to all of their document intelligence requirements.
Flexible deployment models
Hosted by Mastech InfoTrellis
- Clients provide documents, and Mastech InfoTrellis processes them in a secure cloud environment.
- Results are vectorized, displayed in dashboards, or provided via APIs for seamless integration.
- Managed services ensure continuous enhancements and feature updates.
Client-hosted model
- DocuSmith AI is deployed within the client’s environment - on-premises or in the cloud - seamlessly integrating with enterprise systems.
- Mastech provides a tailored solution framework, ensuring compliance, scalability, and enterprise-grade security.
Key differentiators of DocuSmith AI
DocuSmith AI stands out in the document intelligence space by offering a comprehensive, AI-powered solution that goes beyond traditional OCR and rule-based document processing. Here’s what makes it unique:
Beyond OCR – AI-powered contextual understanding
Unlike legacy OCR systems that merely extract text, DocuSmith AI understands the context of documents using LLMs, RAG, and NLP. It identifies key clauses, risk factors, and insights, making it significantly more powerful.
Unified solution – Extraction + Reporting + Conversational AI
While other solutions focus on isolated tasks (extraction, reporting, or chatbots), DocuSmith AI combines all three layers into a single intelligent system:
- Semantic data extraction: Identifies and extracts key contract terms, obligations, and risks
- Business intelligence & reporting: Converts extracted data into actionable insights via visual dashboards
- Talk to your documents: Allows users to ask natural language questions and receive instant answers
Intelligent workflow automation – More than just extraction
DocuSmith AI doesn’t stop at document analysis—it automates workflows and integrates with enterprise systems:
- Seamless integration with ERP, CRM, and compliance platforms
- Triggers alerts, approvals, and automated actions based on extracted insights
- Human-in-the-loop (HITL) validation for critical decision points
Scalable, secure & enterprise-ready
DocuSmith AI is designed for large-scale adoption while ensuring data privacy and compliance:
- Role-based access controls: Ensures only authorized users can access sensitive data.
- Data masking (PII/PHI compliance): Redacts personally identifiable and health information as needed.
- Multi-language & Multi-modal processing: Handles diverse document formats, including scanned PDFs, handwritten forms, and multilingual contracts.
Flexible deployment models – Hosted or on-prem
Organizations can deploy DocuSmith AI in two ways:
- Mastech InfoTrellis-hosted AI platform: Clients provide documents, and we process, analyze, and deliver insights via dashboards, APIs, or reports.
- Client-hosted on-prem or cloud deployment: We can deploy a fully customized AI solution within the client’s ecosystem.
Conclusion
Developments in GenAI, multi-modal capabilities, and business system interoperability are propelling the rapid evolution of document intelligence. In addition to reducing manual labor by more than 80%, organizations that use AI-driven document processing will also be able to take advantage of new opportunities for efficiency, compliance, and strategic decision-making.
With DocuSmith AI, Mastech InfoTrellis is dedicated to enabling businesses to move from manual document processing to a completely automated, intelligence-driven ecosystem. Our customized solutions have a quantifiable business impact, whether they improve regulatory compliance, shorten contract review times, or incorporate AI into current workflows. Watch the DocuSmith AI demo to see how AI-powered document intelligence automates document processing.