DOCUMENT INTELLIGENCE
Extract and structure at scale
Sphere’s Document Intelligence automatically extracts, classifies, and interprets data from contracts, invoices, reports, and forms — transforming unstructured content into structured, searchable, and actionable information. Integrated with your existing content and workflow systems without manual review pipeline.
Trusted by Leading Enterprises
Unstructured documents are the largest untapped asset in most organizations
Contracts, invoices, reports, forms, and operational documents hold the data that finance, legal, and operations teams need to make decisions — but the data is locked inside documents that no system can read at scale. The result is duplicated effort, compliance risk, and analytical questions that go unanswered because the underlying information is invisible to the analytics stack.
1. Knowledge workers spend hours per day searching for information
McKinsey’s research puts knowledge worker time on information gathering at 1.8 hours per day. IDC finds businesses lose 21.3% of productivity to document-related challenges — roughly $19,732 per information worker annually.
2. Manual document review introduces errors and compliance risk
Every manual extraction is a chance to misread a clause, miss a renewal date, or mis-key an invoice line. In regulated industries, those errors compound into audit findings and contract disputes.
3. Unstructured data is invisible to your analytics stack
Your BI tools can’t query a PDF. Your data warehouse doesn’t index a contract. The most valuable information in most organizations is the information no system can act on automatically.
An AI layer that turns documents into structured, queryable data
Sphere builds the document intelligence layer between your content sources and your operational systems. Every contract, invoice, report, and form is processed, classified, and structured — flowing into the workflows and analytics tools your teams already use. Subject-matter experts retain full review authority; AI eliminates the manual extraction work in between.
Automated extraction and classification
Contracts, invoices, and forms processed without manual data entry.
- Document type classification with confidence scoring
- Field-level extraction for key data points — parties, dates, amounts, terms
- Handles structured forms, semi-structured invoices, and unstructured contracts
Contract, invoice, and form processing
Deep interpretation, not just text extraction.
- Clause identification and risk flagging in contracts
- Line-item validation against PO and master agreement on invoices
- Form data extracted into structured records with audit trail
Structured, searchable output at scale
Every document transformed into data your existing systems can act on.
- Output to your CLM, ERP, document management, or data warehouse
- Natural language search across the entire document corpus
- API access for downstream automation and analytics
Integration with content and workflow platforms
Connects to SharePoint, Box, Google Drive, DocuSign, NetSuite, SAP, Salesforce, and major CLM platforms.
- Pull from existing document repositories — no migration required
- Push structured data into ERP, CRM, and analytics systems
- Live in 6–10 weeks for standard integrations
Natural language document search
Ask questions of your document corpus in plain language.
- Semantic search across all processed documents regardless of format
- Cross-document queries spanning contracts, invoices, and correspondence
- Instant answers with source document citations and confidence scores
Continuous learning from reviewer feedback
Every reviewer correction makes the system smarter over time.
- Corrections automatically feed the next model retraining cycle
- Accuracy improves continuously as reviewers interact with extractions
- High correction rates in any category trigger automatic model review
Outcomes
Organizations running on AI-driven document intelligence make decisions on data their teams previously couldn’t reach. Sphere’s Document Intelligence is built for this shift — eliminating the manual review work that fills knowledge worker calendars and turning the documents your business already produces into the data layer your business actually needs.
Hours per week recovered for knowledge workers across legal, finance, and operations
Contract renewal dates, obligations, and risks tracked continuously, not at audit time
Invoice processing automation with line-item validation against contracts
Natural language search across the full document corpus
Reduced overtime and manual reporting labor
Audit trail on every extraction, override, and downstream action
See It in Action
A 30-minute walkthrough using sample contracts, invoices, or forms from your business environment, with live extraction and search.
Use Cases
Legal operations and contract management
Contract intake automation, clause identification, obligation tracking, and renewal date monitoring across the entire contract portfolio. Risk flagging tied to your playbook and policy standards.
Finance — accounts payable
Invoice extraction, three-way matching against PO and contract, exception routing, and structured output to the ERP. Eliminates manual line-item entry and reduces approval cycle time.
Healthcare and life sciences
HIPAA-compliant clinical document processing, patient record extraction, and regulatory submission preparation. Audit trail aligned to FDA and CMS documentation requirements.
Insurance and claims
Claims document intake, classification, and structured extraction for downstream processing. Reduces manual handling time and surfaces inconsistencies for adjuster review.
Government and public sector
Automated processing of permits, applications, regulatory filings, and correspondence. Structured extraction into case management and records systems with full audit trail for FOIA and public records compliance.
How it works: Sphere's 5-step deployment process
Discovery and document workflow audit
Sphere's solution architects spend 2 weeks mapping your document sources, processing workflows, downstream systems, and current manual review processes. Deliverable: a Document Intelligence Integration Blueprint.
Data Ingestion & Model Training
Connect to your document repositories. Ingest a representative document corpus across the document types in scope. Train extraction and classification models on your own documents — your contract templates, your invoice formats, your forms.
Workflow configuration and reviewer UX testing
Configure extraction confidence thresholds, exception routing, and reviewer workflows. Three rounds of UX testing with the legal, finance, or operations team that will own the workflow.
Pilot Deployment (Human-in-the-Loop)
30-day supervised pilot on a defined document type or business unit. Extractions visible alongside the existing manual process. Reviewer feedback and corrections feed model improvement before broader rollout.
Full Rollout & Continuous Learning
Production deployment across all in-scope document types. Continuous learning from reviewer corrections. Quarterly business review on extraction accuracy, reviewer hours saved, and downstream automation impact.
AI reclaims one workday a week — discover how in our guide
ROI & business impact
Hours/wk
Knowledge worker hours recovered weekly — measured against your own baseline during pilot
Reduced
Reduction in manual data entry and document review across legal, finance, and operations
Improved
Improved compliance through continuous obligation and renewal tracking
<12 mo
ROI payback period: typically under 12 months for organizations processing 1,000+ documents monthly
Hear from
our clientsHear from our clients
Lee Ebreo
VP of Engineering at Credit Ninja
These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.
Selah Ben-Haim
VP of Engineering at Prominence Advisors
Our experience with Sphere and their team has been and continues to be fantastic. We keep throwing new projects at them, and they keep knocking them out of the park (including the rescue of a project that was previously bungled by another vendor).
Ben Crawford
Senior Product Manager at Enova Financial
I would expect to be delighted. It's been a really positive experience, working with Sphere, and I would expect you to have the same.
Mark Friedgan
CEO at CreditNinja
Sphere consistently prioritizes the needs of their clients, demonstrating both agility and teamwork. As an offshore team, they have been an integral part of our organization and we plan to continue growing with them.
René Pfitzner
Co-Founder at Experify
Sphere provided excellent full-stack development manpower to augment our team and help push our product forward. They are easy to work with, tech-savvy and proactive.
Bruce Burdick
Chief Information Officer at Integra Credit
We've been working with Sphere and its excellent consultants since our founding. I've found that they are true partners in the success of our business.
Jemal Swoboda
CEO at Dabble
The resources and developers that Sphere Software provides are skilled and have the required technical expertise, but more importantly, they have helped us build a culture of excellence within our team.
Arthur Tretyak
Founder and CEO at IntegraCredit
With Sphere, we were able to migrate in half the time it would take to train an additional FTE… and for a fraction of the cost. Our experience with Sphere has been exceptional.
Lee Ebreo
VP of Engineering at Credit Ninja
These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.
Selah Ben-Haim
VP of Engineering at Prominence Advisors
Our experience with Sphere and their team has been and continues to be fantastic. We keep throwing new projects at them, and they keep knocking them out of the park (including the rescue of a project that was previously bungled by another vendor).
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Sphere in Numbers
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Client Partner