How We Made Document Processing 340% Faster with Autonomous AI
How a mid-market lender automated contract review, data extraction, and compliance across 12,000+ documents a month with zero human touch.
Industry
Fintech Services
Company
450 employees
Founded
2014
Engagement
Growth plan
200M+
Companies automated
10M+
Tasks Automated
10M+
Tasks Automated
10M+
Tasks Automated
The challenge
Drowning in manual document review
Meridian's underwriting team was spending over 60% of their week manually reading loan contracts, extracting key terms, and cross-checking compliance requirements. As volume grew past 12,000 documents a month, the backlog became a serious bottleneck. Errors crept in. Turnaround times slipped from hours to days, and the team couldn't scale without doubling headcount — an expense the business couldn't justify.
Our approach
A focused, phased rollout
We started narrow, proved value fast, then expanded across the full document pipeline.
1
Audit & baseline
Mapped every document type, measured handling time, and pinpointed the highest-volume bottlenecks to target first.
2
Build extraction agents
Trained custom AI agents to read contracts, extract 40+ structured fields, and flag anomalies against compliance rules.
3
Integrate & validate
Connected the pipeline to Meridian's loan-origination system, running in shadow mode until accuracy exceeded human baseline.
Solution
An autonomous document pipeline
The final system ingests documents the moment they arrive, classifies them, extracts every relevant field, runs compliance checks, and routes exceptions to a human only when confidence drops below threshold. What used to take an analyst 45 minutes per contract now happens in under 90 seconds — fully automated, fully auditable.
The results
Faster, cheaper, and more accurate
Within the first quarter, Meridian eliminated its review backlog entirely and reallocated three full-time analysts to higher-value underwriting work.
Faster end-to-end processing
Field-extraction accuracy
Average time per contract
"We connected our CRM, emails, and internal tasks in one automated flow. It removed repetitive work and helped our team move much faster."
Adam Reynolds
Founder
AutomateHub
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