How a Professional Services Firm Cut Document Handling Labor 72% with Targeted AI Automation

Case study: a Tampa professional services firm was drowning in client document intake. Diagram Consulting deployed a targeted AI pipeline for document classification, extraction, and summarisation inside the existing workflow, with a human-in-the-loop exception queue and governance (prompt versioning, audit log, PII handling) built alongside the automation. Result: document-handling labor cut 72%, onboarding cycle reduced from 11 days to 3, and ~22 hours/week of analyst capacity freed for billable work.