Peak Intelligent SystemsOperations automation
Industries

Built for businesses that run on documents.

We focus on industries where the same paperwork arrives every day and someone has to read it, key it in, and route it. That focus means we already know your workflows and the software you use.

Focus industry

Law and accounting firms

Firms of 20 to 300 staff where partners and senior staff lose billable hours to intake, document review, and admin.

Example workflow
  1. Client emails a document packet
  2. Documents are classified, key facts extracted, missing items flagged
  3. Matter or engagement is created in your practice management system
  4. Staff review a one-page summary instead of the full packet
Aims to improveSenior staff time spent on each new matter
Focus industry

Logistics and distribution

Carriers, 3PLs, and distributors processing high volumes of orders, bills of lading, and carrier invoices.

Example workflow
  1. Carrier invoice or BOL arrives by email or portal
  2. Line items are read and matched against rate confirmations
  3. Discrepancies are flagged with the amount at stake
  4. Clean invoices are posted to your accounting system
Aims to improveMoney lost to carrier and vendor billing errors
Also served

Insurance agencies and brokers

Independent agencies and MGAs handling submissions, certificates, and renewals by hand.

Example workflow
  1. Submission arrives with loss runs and applications
  2. Data is extracted into your agency management system
  3. Gaps are listed for the producer to request
  4. Renewal summaries are drafted automatically
Aims to improveSubmission turnaround time
Also served

Property management and real estate

Firms managing hundreds to thousands of units with lease, maintenance, and tenant paperwork.

Example workflow
  1. Maintenance request arrives by text, email, or portal
  2. Request is categorized by urgency and trade
  3. Work order is created and the right vendor is notified
  4. Tenant gets an update without a staff member writing it
Aims to improveTime from maintenance request to dispatched work order
Also served

Healthcare administration

Practices, billing companies, and admin teams buried in referrals, prior authorizations, and claims follow-up.

Example workflow
  1. Referral or authorization request arrives by fax or portal
  2. Patient and payer details are extracted and checked
  3. Missing documentation is identified before submission
  4. Staff work a prioritized queue instead of a fax pile
Aims to improveDenials caused by missing information
Also served

Manufacturing, construction, and e-commerce

Established companies with $10M to $200M in revenue running on email, spreadsheets, and an ERP nobody likes.

Example workflow
  1. Customer purchase orders arrive as PDFs
  2. Line items are matched to your SKUs and pricing
  3. Orders are entered into your ERP for review
  4. Exceptions such as price mismatches go to one person
Aims to improvePurchase orders retyped by hand

Don't see your industry? Let's talk anyway.

If your team handles the same documents every day, there's a good chance we can help. A short call will tell us both.

Book a free discovery call

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