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case study

AI-Powered Document Analysis Tool for an Insurance Leader

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A global insurance company approached us with a clear objective: streamline their document analysis and knowledge management workflows.

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USA
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6 Months
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Insurance
Team Members
2 Frontend Developers
1 Backend Developer
1 AI Developer
1 Team Lead
1 UX/UI Designer
1 DevOps
1 Business Analyst
1 Project Manager
1 QA Engineer

Learn how our client got:

  • 2.5× more documents processed with AI-powered automation
  • 65% faster contract reviews using smart Word add-on and guided navigation
  • Instant access to insights via hybrid search and AI assistant
  • 40% lower legal ops costs by reducing manual work and external support

TECHNOLOGY STACK

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NEXT.JS

CHALLENGE

The client’s legal and compliance teams were overwhelmed by a growing volume of policies, contracts, and regulatory documents. Their manual review process was slow, inconsistent, and a bottleneck for decision-making. Although they had an existing platform, it lacked the intelligence and usability required to scale.

The client's input

  • Fragmented access to institutional knowledge made it difficult for teams to find and reuse critical information
  • Contract review and redlining processes were slow and labor-intensive
  • Heavy reliance on manual edits and external legal support increased costs and risks
  • There was a clear need for an intelligent assistant to streamline search, summarization, and decision-making

OUR APPROACH

To meet the client’s goals without disrupting existing workflows, we chose a modular enhancement approach. Instead of rebuilding the platform from scratch, we developed and integrated new AI-powered features, including semantic search, an intelligent assistant, and an MS Word add-on, as independent modules connected to the client’s existing Azure-based infrastructure.

This strategy allowed for:

  • Faster rollout of high-impact features
  • Minimal disruption to daily operations
  • Easier adoption by internal teams
  • A scalable foundation for future AI capabilities

THE SOLUTION: AI-POWERED DOCUMENT ANALYSIS TOOL

We enhanced the client’s existing platform with a suite of modular, AI-driven tools, all seamlessly integrated into their Microsoft ecosystem and hosted on Azure for scalability and security. These enhancements were designed to streamline contract management, reduce manual work, and enable smarter decision-making across legal and compliance teams.

AI MODEL STRATEGY

We used Azure OpenAI and prompt engineering to deliver smart, secure AI capabilities tailored to legal workflows.

  • Hybrid Semantic Search

    Vector search with filters for fast, context-aware results.

  • Prompt-based AI Assistant

    Queries, summarized documents, and guiding users through reviews.

  • Context-aware Suggestions in MS Word

    Suggestions adapted to contract type and structure.

Knowledge base in Azure

We structured and centralized the company’s institutional knowledge using Azure services, enabling secure, scalable access to internal documentation.

Global semantic search

Implemented a hybrid search experience that combines natural language prompts with smart filters. Users can now intuitively explore content across the knowledge base, improving findability and reducing time spent digging for relevant information.

AI assistant

We built a responsive assistant capable of:

  • Answering domain-specific questions
  • Locating and summarizing relevant documents with citations
  • Guiding users to specific contract sections based on query context

Integration with existing tools

To ensure quick onboarding, high user adoption, and minimal disruption to existing workflows, we built the solution directly into the client’s existing Microsoft ecosystem:

  • Azure-based deployment ensured compatibility with internal infrastructure and security policies.
  • The MS Word add-on extended the functionality of tools the legal team already used daily, minimizing training time.
  • Integration with SharePoint and internal knowledge bases allowed the assistant to access, summarize, and reference trusted company materials in real time.
  • Azure Active Directory was used for secure user authentication and role-based access control.

Microsoft Word add-on

To support legal and compliance work directly in their daily tools, we developed an MS Word add-on with the following features:

  • AI-Suggested Edits

    Suggests changes to minimize redlines and align with internal standards.

  • Smart Playbooks

    Recommends best-practice playbooks based on contract type.

  • Quick Actions

    Users can accept, modify, or dismiss AI edits with a single click.

  • Guided Review

    Smart instructions help users quickly navigate to key contract clauses.

Security & Compliance approach

The solution was deployed in phases, starting with pilot teams to gather feedback and optimize features. We provided comprehensive training and documentation to ensure smooth adoption across legal and compliance departments, helping users quickly integrate the new tools into their daily workflows.

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The key to a successful project is a strong business idea backed by real market need, a solid tech solution, and a clear go-to-market plan.
Volodymyr Hodiak
CTO
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