AI-Powered Document Analysis Tool for an Insurance Leader
A global insurance company approached us with a clear objective: streamline their document analysis and knowledge management workflows.
TECHNOLOGY STACK
NEXT.JS
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.
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:
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.
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.
We structured and centralized the company’s institutional knowledge using Azure services, enabling secure, scalable access to internal documentation.
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.
We built a responsive assistant capable of:
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:
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.
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.
We have a proven track record of building high quality solutions for customers all over the world.
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.