Marketing & Media Agencies
A large share of the agency's real information arrives as a document and never cleanly reaches a system: a client PO and SOW that the billing depends on, a brief that the work depends on, a freelancer contract, a talent or location release that the rights depend on, a vendor invoice, an approval trail. These are scattered across inboxes, drives and chats, re-keyed slowly when needed or simply lost, so billing stalls because no one can find the PO, a deliverable goes out without a signed release, and approvals stall because no one knows where the document is.
Who has it
Production houses most, for quotes, POs, freelancer contracts and talent and rights releases; PR and social agencies for briefs, approval trails and signed releases; and every segment for client POs, SOWs and vendor invoices.
What we build
Capture-once-at-the-door document handling for the documents the agency runs on: the document is read, validated, filed against the right client, project or production, and made findable, then routed through its workflow (brief to work, PO to billing, release to rights file, invoice to the budget match). Feeds the approval workflow, the production procurement and budget control, and the billing and profitability views.
What is automated, where AI helps, who signs off
The reliable spine
The reliable spine is the filing and routing rules: each document validated, filed against the right client, project or production, made findable, and pushed down its workflow, brief to work, PO to billing, release to the rights file, invoice to the budget match. Deterministic plumbing, not a model.
Where AI helps
AI does the reading at the door, lifting the fields off a PO, contract, release or invoice so the document becomes structured data without re-keying. A person confirms the extracted fields before anything that touches billing or rights is acted on.
Who signs off
A named person signs off anything touching money, stock, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.
What changes day to day
Documents become data at the door instead of a re-keying-and-searching queue; billing stops stalling for a missing PO; a deliverable never ships without its release on file; a needed document is found in seconds.
Illustrative outcome
Re-keying and document-search hours removed; billing held up by missing paperwork largely eliminated.
Illustrative; final numbers come from your own data.
Path to the build
Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.
Related builds
A free 60-minute call. No cost, no obligation, just a clear read on what is worth building.