Back-office operations, built from ten blocks.

The ten blocks

Each block does one job well.

• Ingest

  Brings source material into the system.

  Inputs:

  PDFs, scans, forms, emails, spreadsheets, portal exports.

  Outputs:

  Structured file intake with source references.

  Use when:

  Work starts outside your system of record.

• Extract

  Turns unstructured input into structured records.

  Inputs:

  Ingested files.

  Outputs:

  Names, IDs, dates, clauses, amounts, metadata.

  Use when:

  You re-type data from documents more than twice a week.

• Verify

  Cross-checks data against sources and flags issues.

  Inputs:

  Extracted records, source files, rulesets.

  Outputs:

  Verified records, exception list with reasons.

  Use when:

  Data comes from multiple sources, or errors carry cost.

• Calculate

  Applies rules and compliance logic to produce numbers.

  Inputs:

  Verified records, rulesets.

  Outputs:

  Fees, tax, duty, timelines, risk scores.

  Use when:

  The same calculation is repeated across many matters.

• Generate

  Produces the working output you hand off.

  Inputs:

  Calculated records, templates.

  Outputs:

  Reports, filing packs, drafts, summaries, updates.

  Use when:

  A human is assembling outputs from copy-paste.

• Review

  Gives a person controlled approval over machine output.

  Inputs:

  Generated outputs.

  Outputs:

  Approved outputs, corrections, escalations.

  Use when:

  Final signoff must stay with a qualified human.

• Route

  Moves work to the right person, queue, or next step.

  Inputs:

  Approved or flagged items.

  Outputs:

  Task assignments, state transitions.

  Use when:

  Work sits in inboxes or gets forgotten.

• Track

  Watches deadlines and time-sensitive events.

  Inputs:

  Extracted dates, filing windows, SLA rules.

  Outputs:

  Reminders, countdowns, escalation triggers.

  Use when:

  Deadlines exist and missing one has consequences.

• Audit

  Records what happened, when, and on whose authority.

  Inputs:

  Every action from the other blocks.

  Outputs:

  Evidence pack, version history, action log.

  Use when:

  You operate in a regulated or high-accountability context.

• Learn

  Captures reviewer corrections and feeds them back into the rules.

  Inputs:

  Review decisions, error patterns.

  Outputs:

  Ruleset updates, extraction refinements.

  Use when:

  You want the system to improve without re-engineering it.

Four shapes

Same ten blocks. Different outcomes.