Automating 12,000 Monthly Document Reviews
The Problem
Vertex's analyst team manually reviewed 12,000+ documents monthly — contracts, compliance reports, and operational assessments. Each review took 25–40 minutes. The team was buried in routine reviews with no bandwidth for higher-value advisory work.
Our Approach
Classified documents by complexity and review requirements. Built a tiered automation system where AI handles routine reviews end-to-end, flags edge cases for human review, and provides analyst-ready summaries for complex documents. Credit allocation scales with document complexity.
The Solution
Deployed a document intelligence platform with three processing tiers: Tier 1 (routine) — fully automated extraction and classification; Tier 2 (moderate) — AI review with human spot-checks; Tier 3 (complex) — AI-generated summaries and recommendations for analyst review. All tiers tracked via a credit usage dashboard.
Results
- 92% of routine reviews fully automated
- Average review time for complex documents cut by 60%
- Analysts redirected 2,100+ hours/month to advisory work
- Client satisfaction scores improved 28%
Technology Stack
AI Credit Plan
18,000 AI credits/month across all document tiers
Automatic escalation when Tier 1 confidence drops below threshold. Monthly credit efficiency audits. Per-team allocation with rollover.
50% Tier 1 automation, 30% Tier 2 processing, 20% Tier 3 analysis assistance
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