Demonstration · Professional services
Document triage with human approval
Inbound invoices, contracts, and client emails land in one queue. A model drafts structured fields. A person approves the exceptions before anything is written to the system of record.
Demonstration — not a client case study
Problem
Owner-led firms still open every PDF and email thread by hand. Important details get typed into the CRM or accounting tool late, or not at all. Full automation that writes without review is too risky for billing and client records.
Constraints
- Nothing is written to QuickBooks, Xero, or the CRM without an explicit approval on low-confidence rows.
- Existing folders and inboxes stay the intake surface — no new portal for clients to learn.
- The review queue must work on a phone so a partner can clear exceptions between meetings.
- Every decision leaves an audit line: who approved, what changed, and which source document it came from.
What this would ship
- An intake pipeline that classifies documents and extracts checked fields into a review queue.
- Confidence thresholds that auto-file high-certainty rows and hold the rest for a person.
- One-tap approve / edit / reject actions that write only after confirmation.
- A weekly exception report so the owner sees where the model still needs human judgment.
Evidence
This page is a demonstration of how 360 Web Solutions scopes AI triage for professional services. It is not a delivered client engagement. The same pattern — checked fields, then a person on the exceptions — is the approach used on live athletics tooling.
Tradeoffs
Auto-filing saves time only when the confidence bar is honest. Set it too high and the queue never shrinks. Set it too low and bad data reaches billing. The product is the review queue, not the model.
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