AI-Powered Document Processing
Plans Built to Match Your Document Needs
Scalable plans for every stage of your journey.
Whether you’re working through decades of backlogs or preparing automation-ready content, our document conversion plans scale with your needs, not against them. From straightforward scanning to fully customized, metadata-rich processing, we ensure you get the structure, accuracy, and flexibility your operations require.
We offer four service plans, each designed to align with your business complexity, document volume, and compliance requirements. Not sure where to begin? Our team can scope your project and provide pricing quickly, often in a single call.
Our Plans
Featured add-ons
- Secure shredding
- Physical document storage
- Scan-on-demand or scan-to-budget
- Local or long-haul transportation
- Box packing kits
- Urgent project mobilization
Featured add-ons
- All Essential add-ons
- Document purge services
- Additional project setup
Featured add-ons
- Document reassembly
- Manual blank page review
- Business rules for routing/validation
- Industry-specific review
- SLA-based processing
- Line-item extraction
- Additional metadata fields or doctypes
- Custom reporting and audits
Featured add-ons
- All Professional add-ons
- Color, large format, or legacy media imaging
- On-site scanning and mailroom ops
- Outbound mail production
- File inventory audits
What Impacts Your Plan?
Your project scope, document types, and business workflows determine the best fit. Here’s what we typically look at:
Volume
Number of pages or boxes.
Format
Paper, email, fax, film, or mixed.
Complexity
Structure, metadata, and compliance needs.
Timeline
Standard or urgent project turnaround.
The most efficient way to quality data and decisions
Your most important content, whether generated internally or from external sources, needs refinement to be truly understood and useful.
Data is extracted and refined from transactional records like invoices, well logs, and government services applications. We classify, organize, and make text-rich content like contracts, policies, and videos searchable, enabling complex queries and advanced insights through retrieval-augmented generation (RAG).
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Simpler data management, security, and governance
We help you centralize and integrate your data across the enterprise so you can more effectively manage and secure your data and be prepared to scale automation across your workflows and processes as your organization grows.
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Plan Comparison
| | Essential | Standard | Professional | Enterprise |
|---|---|---|---|---|
| Document Intake Types | Paper only | Paper only | Paper, Email, & Fax | All (Paper, Email, Fax, Film, & Digital) |
| File Output Format | One PDF per box | One PDF per folder | Split by document | Fully customizable |
| Metadata Tagging | OCR | Human | AI + Human-Validated | Custom Metadata Mapping |
| Searchability (OCR) | Full-Text OCR | Full-Text OCR | OCR + Handwriting Recognition | OCR + Handwriting Recognition |
| System Integration | None | Basic (Box Only) | Database Matching, Box Metadata | Advanced Integrations & Custom Delivery |
| Best For | Simple archive scanning | Department record organization | Automation ready content | Complex workflows & high-security operations |
| Minimum Volume | 200 boxes / 500k pages | 200 boxes / 500k pages | 200 boxes / 500k pages | 300 boxes / 600k pages |
| Security Compliance | HIPPA + SOC2 + ISO 27001 | HIPPA + SOC2 + ISO 27001 | HIPPA + SOC2 + ISO 27001 | HIPPA + SOC2 + ISO 27001 |
| AI Processing | None | None | Metadata extraction + validation | Fully customizable AI/Logic |
| Ass-On Services | Basic | Basic + Coordination | Advanced QA, logic, & reporting | All add-ons including on-site & color scanning |
Not sure which plan is right for you?
Let’s talk. We’ll walk you through the options, confirm your use case, and match you with the right plan—no generic forms or guesswork required. Our team can provide pricing quickly once we know your scope.
Frequently Asked Questions
How do I know which plan is right for my business?
Once we understand your document types, volume, and goals, we’ll recommend the plan that best fits your operational and compliance needs.
Can I change plans later if my needs grow?
Yes. All plans are designed to scale with your organization. We can transition you into a more advanced plan as your volume, formats, or complexity increase.
Do you offer custom pricing?
Yes. Pricing is based on your specific project scope. While we don’t display our rates until your plan type has been validated, our team can provide accurate estimates quickly after a discovery call.
Are all plans secure and compliant?
Absolutely. Every plan includes HIPAA and SOC2 compliance. Enterprise plans also support ISO27001 and other advanced security protocols.
What are the typical turnaround times?
Turnaround depends on volume, complexity, and timeline expectations. Standard projects can be completed within weeks, while urgent mobilization is available as an add-on.
Do I need to prepare my documents before scanning?
You don’t have to. We offer document preparation, boxing, purge services, and on-site support as add-ons across all tiers.
Turn data into actionable insights and results
We make sure your data isn’t sitting idle and that your organization is empowered to fully utilize it to automate, gather insights, and build better stakeholder experiences.
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