All Case Studies

AI Document Automation

A Filing Cabinet That Talks Back

Docu Genie's clients were losing hours a week to the same problem: the right paragraph existing somewhere, in some file, and nobody able to find it fast enough. We built the workspace and the AI layer that made that search disappear entirely.

6-Week Build

Design, Engineering & Launch

Live In Production

Docu Genie landing page

The Challenge

Every team we spoke to described the same routine — contracts in one drive, reports in another, a half-finished draft still sitting in somebody's inbox. Nobody had a system; they had a search habit, built from memory of who last touched what.

Docu Genie wanted to replace that habit with a single question, typed or spoken. The catch: an AI that occasionally invents a clause is worse than no AI at all. Whatever we shipped had to be right before it could be fast.

How It Works

Answers Traced Back To A Source, Not A Guess

Rather than let a model answer from general knowledge, Docu Genie grounds every response in the client's own paperwork first. Nothing gets phrased until the system has found the exact passage to phrase it from.

  1. 1

    A document is uploaded and split into smaller, indexed passages

  2. 2

    Each passage is stored in a way the system can search by meaning, not just keywords

  3. 3

    A question is matched against those passages to find what's actually relevant

  4. 4

    Only that handful of matched passages — never the whole library — reaches the model

  5. 5

    The answer comes back with the exact passage it was drawn from, so it can be checked

Docu Genie AI functions interface

What We Shipped

A Workspace, Not Just A Chatbot

The retrieval engine only matters if the surface around it is one people actually want to open every day, so the build covered both halves of the problem.

  • Folder structure that mirrors how the team already organises client work
  • Chat interface accepting typed or spoken questions, answered in seconds
  • Review-and-approval layer for documents that need a second set of eyes

The Impact

65%

Faster document turnaround

Turnaround on contracts and reports fell by nearly two-thirds in the first full month live. Work that used to eat an entire afternoon of digging now comes back before the next meeting starts, and the team has stopped budgeting extra time for document review altogether.

3.2k

Documents generated monthly

That's the current volume moving through Docu Genie's generation and review pipeline every month, without adding a single person to keep up with it. The workspace scales with document count in a way manual search never could.

Document turnaround dropped 65% in the first month — Docu Genie now runs as the operational backbone for teams processing thousands of documents a month.

65%Faster document turnaround

Ready when you are

Got a project in mind?

Let's make something happen together.

Whether it's a new product, a platform rebuild, or AI woven into your workflow — we design, build, and ship as one team.

Share your brief and we'll get back within one business day. hello@earhartlabs.com