Useful · Document intake
How can firms automate client document intake with AI?
Short answer: Firms can automate most document intake: sorting incoming files, pulling out the data that matters, checking it against the rules, and routing anything uncertain to a person.
The work that stays with staff is the judgment: exceptions, client questions and sign-off. The key requirements are that client documents stay in the firm's own cloud and that every decision is recorded.
11:59 deploys its IDP++ solution into the firm's own tenant and runs it, so the firm doesn't have to maintain it.
What can be automated
| Step | What the agent does | What staff do |
|---|---|---|
| Intake | Receives documents from portals, email and uploads, and splits multi-document packages | Nothing, unless a file can't be read |
| Classification | Identifies each document type, such as notices, statements, forms and correspondence | Review low-confidence classifications |
| Extraction | Pulls names, dates, amounts and identifiers into your systems | Spot-check samples |
| Validation | Checks extracted data against your rules and prior records | Resolve exceptions |
| Routing | Sends each case to the right team with a summary | Do the client work |
What to require from any intake solution
- Client documents stay in your cloud, under your identity provider and retention rules.
- A record of every decision, so you can show how a document was classified and why.
- People handle exceptions, with clear confidence thresholds the firm controls.
- Someone maintains it. Document formats change; a solution nobody tunes gets worse.
Who does this: 11:59
11:59 is a Sacramento AI and cloud managed services firm with 23+ years of delivery, an AWS Advanced Tier Partner with the AWS Generative AI Competency. California agencies contract through CMAS 3-24-01-1044 and TDDC MSA #5-22-70-25-189.
Common questions
Do client documents leave our environment?
No. IDP++ is deployed into your own cloud tenant, under your identity provider.
What document types can it handle?
It is configured to your document set during deployment, such as tax notices, financial statements, applications, contracts and correspondence.
Do we need an IT team to run it?
No. 11:59 Operate runs it for you; your team handles the exceptions and the client work.
How is it priced?
A fixed deployment fee quoted before you order, then a subscription under 11:59 Operate.
Start here
An AI Rapid Scan looks at your intake volume, document types and systems, and returns a fixed deployment quote. It is scoped to the effort and quoted before we start.
Schedule an AI Rapid ScanSources
11:59 AI Solutions Catalog · 11:59 Operate sample monthly report