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INTELLIGENT DOCUMENT PROCESSING (IDP)
Reimagine Legal Document Workflows with AI
Cut manual errors, ensure compliance, and free your team to focus on strategic decisions—not paperwork
We Transform Unstructured Documents Into Clean, Structured Data
Legal departments navigate a demanding environment, where every contract, invoice, and policy update carries regulatory weight.
Traditional, manual workflows—rekeying data from PDFs, verifying compliance terms line by line—can slow operations, introduce errors, and create scalability challenges. The more documents that flow in, the harder it is to maintain accuracy, meet deadlines, and ensure smooth collaboration across teams.
Metal Toad’s Intelligent Document Processing (IDP) solution provides a smarter path forward. By harnessing advanced AI, machine learning, and OCR technology, IDP transforms unstructured documents into clean, structured data—quickly and reliably. The result? Compliance becomes more manageable, turnaround times shrink, and legal professionals regain the capacity to focus on higher-value strategic tasks rather than time-consuming administration.
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Intelligent Document Processing (IDP) for Legal Teams
Metal Toad’s IDP solution addresses document management challenges holistically. By combining automation, intelligence, and seamless integration, it redefines how organizations handle their document workflows—saving time, reducing errors, and ensuring compliance.
Actionable Insights from Complex Documents
Metal Toad’s IDP goes beyond basic text extraction, withAI-Driven OCR for Complex Documents. Leveraging AI, it understands and processes complex documents, including:
- Contracts with multiple clauses.
- Invoices with detailed tables.
- Compliance forms with intricate layouts.
Why It Matters:
Even the most complex documents are converted into clean, searchable, and structured data—eliminating manual intervention and speeding up workflow
Ensure Compliance and Minimize Audit Risks with Built-In Validation:
Machine learning models apply predefined rules to extracted data, automatically flagging anomalies and errors. Validation occurs in real-time to ensure compliance from the start.
Why It Matters:
Compliance becomes proactive, not reactive. By catching errors early, teams reduce audit risks and eliminate the need for time-consuming manual reviews.
Connect Systems and Access Real-Time, Unified Data.
The platform integrates directly with CRMs like Salesforce, ERPs, and other enterprise systems. Validated data flows automatically into existing workflows, ensuring a unified operational ecosystem.
Why It Matters:
No more data silos or redundant effort. Teams access accurate, real-time information across all systems, enhancing collaboration and decision-making.
Scalable and Flexible Architecture
The IDP platform adapts to organizational growth, increasing document volumes, or shifting regulatory requirements. It offers flexible configuration options tailored to unique workflows.
Why It Matters:
The solution grows with your business. As demands evolve, the platform maintains performance, accuracy, and efficiency without requiring major overhauls.
Enhance Accuracy and Efficiency with Continuous Learning.
With every processed document, the system learns and improves. Over time, it enhances data extraction accuracy, refines validation rules, and accelerates processing speed.
Why It Matters:
Teams benefit from a solution that evolves alongside their needs, delivering better accuracy and efficiency with every use
The Bottom Line
By automating legal document workflows, Metal Toad’s IDP reduces manual effort, strengthens compliance, and makes unstructured data actionable. Teams can focus on strategic tasks instead of repetitive administration, driving greater efficiency and value across the organization.
Key Reasons to Migrate VMware Workloads to AWS:
The recent changes in VMware's licensing model and costs might now be the tipping point, considering all the factors involved, to favor a move to cloud migration.
1. Manual Processes That Slow Teams
Manual data extraction and entry are time-consuming and error-prone. Teams rekey information from PDFs and documents into spreadsheets or systems, which:
- Delays workflows.
- Increases the likelihood of errors over time.
- Becomes unsustainable as document volumes grow.
Key Impact: Tasks that should take minutes often stretch into hours, creating bottlenecks that slow down the entire organization.
2. Evolving Regulations Make Compliance Harder
Highly regulated sectors demand strict adherence to rules. Every document—contracts, invoices, or compliance forms—must meet precise standards. However:
- Manual reviews struggle to keep pace with changing regulations.
- Errors or missed requirements can lead to penalties, audits, and reputational damage.
- Scaling compliance checks manually is resource-intensive.
Key Impact: Ensuring compliance becomes a constant burden, leaving organizations exposed to risk
3. Locked-In Data Limits Accessibility
Scanned PDFs, image-based files, and legacy documents trap valuable insights in unstructured formats. Teams spend excessive time:
- Searching for key data points.
- Extracting specific clauses or terms.
- Resolving inconsistencies caused by formatting issues.
Key Impact: Slow access to data hinders decision-making and disrupts workflows.
4. Rising Operational Costs Without ROI
Manual document processing is expensive and inefficient. Costs increase as teams:
Allocate hours to repetitive data entry.
Hire additional staff or outsource document management.
Rely on tools that fail to deliver significant improvements.
Key Impact: Organizations see escalating costs but little return in terms of accuracy, agility, or efficiency.
5. Poor Integration Creates Data Silos
Disconnected systems force teams to duplicate efforts and manually transfer information. Without seamless integration with CRMs, ERPs, or compliance tools:
- Teams struggle to maintain real-time visibility.
- Data inconsistencies arise across platforms.
- Collaboration becomes fragmented.
Key Impact: A lack of integration limits operational coherence and creates inefficiencies across teams.
6. Delays Frustrate Customers and Partners
Contract reviews, onboarding processes, and verifications often involve external parties—customers, vendors, and partners—who expect fast, accurate handling. Delays caused by manual workflows:
- Create frustration and damage relationships.
- Undermine trust in the organization.
- Put the business at a competitive disadvantage.
Key Impact: Faster, more reliable document handling can mean the difference between growing partnerships or losing valuable relationships.
HOW CAN METAL TOAD HELP?
Frequently Asked Questions (FAQ)
How secure is the IDP platform?
Security is a top priority. The platform uses robust encryption, strict access controls, and adheres to recognized data protection standards, such as GDPR and HIPAA. Regular audits ensure data integrity and confidentiality are maintained at all times.
Why It Matters: You can trust that your sensitive documents are processed securely without compromising compliance.
Can the platform handle diverse document formats?
Yes. Metal Toad’s IDP processes a wide range of formats, including PDFs, scanned images, Word files, and more. Its AI-driven OCR adapts to varying layouts, such as tables, clauses, and complex forms, ensuring accuracy regardless of document type.
Why It Matters: You can consolidate all your document workflows in one solution, no matter how inconsistent or complex your files are.
What is the typical implementation timeline?
Implementation timelines vary based on your existing infrastructure and requirements. Many organizations see meaningful improvements within a few weeks, supported by our expert team for a smooth rollout.
Why It Matters: You’ll achieve faster ROI without lengthy disruptions or downtime.
Does the platform require specialized training?
Minimal training is needed. The platform is designed with an intuitive, user-friendly interface, and onboarding support is provided. Teams typically adapt quickly, allowing you to start seeing benefits right away.
How well does the solution integrate with our existing systems?
Seamless integration is a core feature. The platform connects with CRMs like Salesforce, ERP systems, and compliance tools to ensure a smooth flow of validated data across your organization.
How does the platform improve compliance processes?
The system uses AI and machine learning to validate data against predefined compliance rules. It flags anomalies early, ensuring alignment with regulations and reducing the risk of errors or audit issues.
Is the solution scalable for growing document volumes?
Absolutely. Metal Toad’s IDP is built to scale alongside your business. Whether document volumes increase, regulations evolve, or new processes are introduced, the platform maintains speed, accuracy, and performance.
What kind of support does Metal Toad provide?
Metal Toad offers end-to-end support, from implementation and training to continuous optimization. Our team works closely with you to tailor the solution to your needs and ensure ongoing success.
What’s the ROI timeline for the IDP solution?
While the timeline varies by organization, most teams see immediate savings in labor costs, reduced errors, and faster workflows within weeks of implementation. Over time, efficiency and compliance gains further increase ROI.
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BUSINESS PROBLEM
Despite its global fame, the GRAMMY Awards found itself struggling to capture the interest and engagement of younger audiences. The traditional viewing experience was no longer resonating with the preferences and expectations of the newer generation. This generational disconnect posed a threat to the continued relevance and popularity of the GRAMMY brand
TECHNOLOGY SOLUTION
In response to the generational gap challenge, Metal Toad collaborated closely with the onsite GRAMMY team to implement a groundbreaking solution - integrating five video streams, all delivered seamlessly via AWS directly to viewers' browsers. This innovative approach aimed to provide a more dynamic and personalized online viewing experience for the audience.
IMPACT
The implementation of Metal Toad's technology solution had a transformative impact on the GRAMMY viewing experience. Both during the live event and across the globe, the GRAMMY Awards became the talk of the town
BUSINESS PROBLEM
Whenever a big sweepstake was launched, avid fans would descend on the website and often overtax its servers.
TECHNOLOGY SOLUTION
Moving the site’s servers to the cloud provided the elasticity Wheel of Fortune needed.
IMPACT
When the team launches new sweepstakes, preventative scaling is used to double, triple, or even quadruple their capacity to match expected traffic.
BUSINESS PROBLEM
Search results were stale, poorly ranked, and simply not delivering the content that users demanded.
TECHNOLOGY SOLUTION
Metal Toad proposed a custom search solution that was scalable, reliable, and free from licensing costs or vendor lock-in.
IMPACT
A 40% increase in relevant hit rates, drastically reduced search page load times, and overall improved visitor satisfaction were reported within the first week of launch.
BUSINESS PROBLEM
The issue was outdated tech: Sony Rewards was hosted on old physical IBM servers. There was no way to scale up capacity when needed, and the clunky legacy infrastructure led to unreliability.
TECHNOLOGY SOLUTION
Metal Toad’s first order of business was to get the site’s capacity up to snuff with an elastic cloud solution using Amazon Web Services (AWS). Now their server capacity can stretch to meet traffic demands.
IMPACT
In past years, site outages during Black Friday weekend caused Sony Rewards to lose customers. Last year, we doubled their server capacity—and kept the site humming (and generating revenue) all weekend.
BUSINESS PROBLEM
The sales team at ABC was feeling a lot like substitute teachers, bogged down with cumbersome old tech and processes at crucial moments.
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A clear solution emerged: a single app that the sales team could use with any mobile device or computer
IMPACT
The new system revamped the entire sales process, making it faster, easier, and more efficient.
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BUSINESS PROBLEM
GeniusVets has been tracking and recording inbound calls for their clients for years, and providing clients with the ability to listen back and flag problem calls for training purposes. The only problem? There are simply too many calls to be realistically handled by human reviewers.
TECHNOLOGY SOLUTION
GeniusVets partnered with Metal Toad to develop an AI call review system. Utilizing AWS tools, including Amazon Transcribe Speech-To-Text and SageMaker, Metal Toad created a system that identifies the small fraction of calls that need to be reviewed by a human. This will allow human reviewers to focus on the “needles”, not the “haystack,” and thus better train their teams.
IMPACT
With calls now being evaluated by the AI in advance, GeniusVets clients can easily find the handful of calls that they need to review most of all. This makes their managers more effective, streamlines training, and ultimately increases practice growth and profitability by helping turn more of these new callers into life-long clients.
BUSINESS PROBLEM
DC Entertainment site is routinely crawled by third parties looking for security vulnerabilities or new leaks ahead of announcements.
TECHNOLOGY SOLUTION
ML Log evaluation. We started by setting up a data pipeline that replicated the manual process Metal Toad had been doing for years
IMPACT
Quickly identified new threats. The ML Log Monitoring solution quickly found two groups of IPs for evaluation.
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BUSINESS PROBLEM
Fox needed a transformation to streamline operations, maximize efficiency, and optimize coordination.
TECHNOLOGY SOLUTION
The new platform will replace legacy systems with a solution that unifies viewer experience and aligns operations across the enterprise.
IMPACT
Fox now has in hand the detailed plan they need to make Fox Mississippi a reality.
BUSINESS PROBLEM
When approaching Metal Toad for a potential partnership, they made it clear that their current website was falling short.
TECHNOLOGY SOLUTION
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IMPACT
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WE DELIVER THE BEST
Case Studies
We are proud to be trusted by some of the most well-known brands in the world. Learn more about how we've set our clients to success.