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03 Document AI & RAG

Document AI that finds answers, extracts fields, and shows the source.

For PDFs, contracts, policies, forms, and records where staff need citations, review queues, and clean structured output.

Get free audit Fully Automated
CitationsSource answers
ReviewHuman correction
Any formatDocument input
What we build

Document workflows for messy PDFs, records, and review-heavy decisions.

01

Turn PDFs, scans, tables, forms, and exports into clean searchable records.

02

Let staff ask questions and see the page, section, or record behind each answer.

03

Extract fields from contracts, policies, forms, invoices, reports, and admin files.

04

Route uncertain answers, missing fields, and low-confidence results into a review queue.

05

Keep access rules in place for clients, departments, workspaces, matters, or user roles.

06

Ship the upload flow, search view, review dashboard, logs, deployment, and handoff.

AI foundation

RAG starts with document structure, not just embeddings.

01

Clean document intake

Files are organized with page, section, table, and source details before the AI is allowed to answer from them.

02

Source-backed search

Answers point back to the source document so staff can check the result instead of trusting a black box.

03

Reviewable output

Important summaries, answers, and extracted fields can be approved, corrected, exported, or sent to the next workflow.

Before we build

Define the document workflow before choosing the model.

01

Document AI Architect

Maps document classes, extraction targets, review states, and confidence thresholds.

02

RAG Engineer

Builds chunking, vector indexes, retrieval evaluation, reranking, and citations.

03

Backend Engineer

Ships FastAPI and Node.js services for ingestion, queues, processing, and APIs.

04

Frontend Engineer

Builds Next.js dashboards for source review, exceptions, and structured output packs.

05

QA & Eval Lead

Tests extraction quality, retrieval misses, hallucinations, and edge-case documents.

06

Workflow Strategist

Keeps the first document workflow tied to a measurable operational bottleneck.

Build choices

How document AI stays source-grounded and reviewable.

01

Document intake

Messy PDFs, scans, tables, forms, and exports need a clean intake path before any answer can be trusted.

PDFsOCRTables
02

Retrieval design

Chunking, metadata, reranking, and citations decide whether users get the right source or a confident guess.

ChunksMetadataCitations
03

Review workflow

Important answers and extracted fields need status, source, confidence, and a correction path for staff.

SourceStatusOverride
04

Access control

Documents often have client, matter, tenant, department, or role boundaries. Retrieval must respect them.

RolesTenantsRules
05

Backend pipeline

Ingestion, queues, retries, exports, and API endpoints keep document AI useful after the first upload.

QueuesRetriesExports
06

Quality checks

Sample questions, expected answers, logs, and failure review stop the system from drifting quietly.

EvalsLogsFailures
Shipped system

Referenceable RAG workflow, not a document chat demo.

We build Retrieval-Augmented Generation (RAG) systems that let you ask questions of your own data. Feed it your documentation, product catalog, legal contracts, or internal knowledge base - and get accurate answers with sources. No hallucinations, no generic responses.

Plan this workflow →
Workflow signals

Teams measure RAG by source trust and review speed.

01

Answers need citations

If staff cannot see the source page, section, or record behind an answer, document AI becomes a trust problem.

02

Extraction needs correction paths

Every important field should carry status, source, confidence, and reviewer override instead of disappearing into a black box.

03

Access rules matter

Document sets often contain tenant, client, matter, department, or role boundaries. Retrieval has to respect those boundaries.

04

Evaluation is part of launch

Keep sample questions, expected answers, and edge cases so retrieval changes do not quietly break quality later.

Why us

Leaders prefer Aiovix when document AI needs auditability.

01

Layout-aware PDF chunking instead of naive page splitting

02

Vector database optimization with metadata and evals

03

Semantic multi-vector retrieval for complex document sets

04

Source citations, confidence checks, and blocked claims

05

Review dashboards for exceptions and structured outputs

06

Hosted or local model orchestration based on privacy needs

Insights

Planning notes from the document AI bench.

01

Start with one document type and one review outcome.

02

Tune chunking and retrieval before adding more documents.

03

Use source-linked output packs for legal, finance, and operations review.

Questions

Questions, answered clearly.

Short answers for teams deciding how document AI should ingest, retrieve, cite, and route review.

Q1

What makes your RAG pipelines different from a basic document chatbot?

We handle layout-aware chunking, metadata filters, reranking, multi-vector retrieval, citation construction, and retrieval evaluation instead of simply embedding whole pages and hoping search works.

Q2

Can the vector database be tuned for speed and accuracy?

Yes. We tune index type, chunk size, namespace design, metadata fields, hybrid search weights, and reranking thresholds based on measured recall and latency.

Q3

How do you handle complex PDFs?

We use advanced PDF layout chunking for tables, headers, clauses, page references, and scanned sections so retrieval preserves the structure users need to trust the answer.

Next step

Put one document workflow into production.

Send the document type, source systems, and review outcome. We will show the first useful RAG workflow.