For teams turning documents into records
We set up automatic entry and checks for agreed document fields. Your team reviews unclear values beside the
Teegan Johnson, Founder & Chief Growth Officer.30-minute call.
Service commences on 12 June 2026.
Fictional service document and
Select a field to inspect its original passage, extracted value and
Original document ·
Service location:
Service commences on 12
Source: page 1,
Destination field
The extracted day does not match the
Correct the field from the source before the
The day, month and year now match the source. The workflow can continue with the remaining
Original document ·
Service location:
Customer: Sample Workshop
Source: page 1,
Destination field
The extracted name omits the legal suffix in the source and does not exactly match the approved
Use the reference record and source together. Do not create a second customer from a
Original document ·
Service location:
Signature page: not included in this
Page requested from the
Destination field
The supplied pages cannot establish whether a
Route the missing page to the document owner. Do not infer execution from the typed
Checked fields can advance. Unclear fields keep their original page and
Pricing
Audit: US$7,500. Pilot build: US$25,000 to US$60,000.A paid, fixed-fee audit. A separately scoped, fixed-fee
Start with a contract or lease in the agreed
Read the dates, parties and fields agreed for the register. Keep the source page with
Apply the agreed rules. Send unclear fields to a person with the source and
Move the checked record into the named system with its source
Illustrative workflow. The document types, fields, checks and destination are agreed
Use the audit to name the documents, fields, rules and destination. Agree who reviews the items that
Label a sample of real documents. Test each field and compare the records with your team's work before the workflow moves
Route unclear fields to a person with the source page attached. Your team keeps the workflow and
Relevant work
Our published document workflow explains how we check fields, compare results with real examples and put exceptions in front of
Use the published steps to discuss the first document task your team wants
Choose a time to discuss the documents, the record you need and the checks your team makes today. Talk through the paid audit and the build it could lead to. You do not need to share a private document
30 minutes with the Strataigize team, online. Times show in your timezone. Your calendar invitation confirms the organizer and time, and includes the
Prefer email? teegan@strataigize.com
Your consultation
30 minutes with Teegan Johnson, Founder & Chief Growth Officer. Your calendar invitation will include the organizer and
Fields marked with *
Choose a time on our booking page. It opens in a new tab and shows the times in
Teegan Johnson, Founder & Chief Growth Officer, will follow up by email. Fields marked optional can be
It goes to a person with the source page and the failed check. Each field is tested using agreed examples before the workflow moves
Start with the documents, fields and register your team uses. The audit checks the input quality, rules and system connection before a pilot
The pilot names the destination and its connection in writing. It can be your ERP, CRM or case system. Extra destinations need their
No. The US$7,500 audit maps the workflow and build plan. The US$25,000 to US$60,000 pilot is separate, and ongoing support has its own scope.No. The paid audit maps the workflow and build plan. The separately priced pilot is separate, and ongoing support has its