Case Studies
Impact
94%
Reduced document review time
60%
Increased number of documents reviewed
90%
Manual data entry eliminated
Key Capabilities
Of PDFs, scanned images, and other non-native formats using Microsoft AI Document Intelligence.
Like financial figures, contract dates, vendor names, and key terms.
To establish links between various contracts such as MSAs and SoWs, contracts and their addendums etc.
Allowing consultants to query multiple documents in plain English.
Linking answers back to their exact location in the original document.
Opportunity
At a global consulting firm specializing in financial and operational due diligence, consultants faced delays and bottlenecks when reviewing unstructured documents (financial statements, contracts, reports, etc.). Manually extracting key data from these documents was time-intensive and prone to errors, limiting how many documents could be covered per project. The firm sought an AI solution that could automate extraction and enable consultants to query documents directly.
What we built
Tribe AI collaborated with the firm to implement an AI-powered document extraction and Q&A engine within its proprietary due diligence platform. The system combined Optical Character Recognition (OCR) with large language models to unlock data from unstructured documents, enabling consultants to ask natural language questions and receive direct, cited answers without line-by-line reading.
The document extraction and Q&A engine follows a multi-step process:
This process allows consultants to ask, “What’s the EBITDA for 2022?” or “When does the contract expire?” and receive immediate, validated responses.
The AI-powered document engine dramatically reduced time spent on manual document review, enabling consultants to cover more documents with greater speed and accuracy. By unlocking data previously trapped in PDFs and scans, the platform supported faster insights and reduced operational friction.
Key results included:
This work has paved the way for broader AI applications across the firm’s document-heavy workflows. With AI-powered document extraction deployed, the firm is exploring ways to extend the platform’s capabilities into broader contract analytics, obligation tracking, and intelligent summarization. Future enhancements aim to integrate directly with contract lifecycle management systems and leverage AI to flag risks, discrepancies, and opportunities in real time.
