Intake and capture: clean data in, every time
300M+ pages processed across healthcare, mortgage, and financial services. Zero missed SLAs. Every document format, every channel.
Silver Globee® Winner
2026 Best Artificial Intelligence Service Provider of the Year
AI Excellence Award Winner
By Business Intelligence Group for our work on Small Language Models
ISG Provider Lens
Leader in Generative AI Services, Development and Deployment Services
ISG Provider Lens
Leader in Generative AI Services, Strategy and Consulting
NelsonHall NEAT Leader 2025
For Generative AI & Process Automation in Banking
WHY THIS MATTERS
The cost of bad intake compounds downstream
Every error that enters your platform costs 5–10x more to fix than it cost to prevent.
Manual Data Entry Cost
$28,500
per employee annually - direct cost of manual data entry across US back-office operations.
Parseur / QuestionPro Manual Data Entry Survey 2025
Document Processing Drag
20%–30%
of total operational costs in finance-heavy industries, still accounted for by manual document processing.
SenseTask - Document Processing Statistics 2025
Agentic Intake Inflection
40%
of enterprise applications will embed AI agents by the end of 2026 -- document intake is the first and most critical entry point.
Gartner Press Release
PROVEN OUTCOMES
Our intake outcomes - at scale
Real proof from live deployments across healthcare, mortgage, and financial services
300M+
pages processed
With zero missed SLAs across formats and channels in healthcare claims, enrollment, appeals, mortgage, and BFS.
220M
claims captured
With critical field accuracy maintained at >99.6% accuracy, and 85% of claims effort automated with agentic workflows.
>99%
quality
Maintained at regional mailroom across digital intake staff and clients across multiple US locations operating 24 hours a day.
85%
claims automated
With agentic intake autopilots, freeing specialists for exceptions that actually need human judgment.
SOLUTIONS DEEP DIVE
Five capabilities. One clean data layer.
From physical mailroom through agentic autopilot — every stageof the intake layer, and what it delivers.
Every inbound document, whether physical mail, fax, email, or a portal upload, arrives in a different state. Left unmanaged, that variation creates delays and SLA risk before work even begins. We receive, sort, scan, and digitize every document across eight US locations on the same day, with HITRUST-compliant PHI handling at every step.
- 100's of document sort types across every inbound channel
- High-speed scanning with auto-classification indexes and routes documents with minimal human touch
- Process CDs and DVDs with virus scanning, content extraction, and real-time image mapping
- Research returned mail using third-party consumer databases to identify updated addresses and prevent lost correspondence
- Maintain 100% TAT adherence.
Standard OCR breaks on handwriting, irregular layouts, and unstructured forms. The VLM reads documents the way a trained specialist would: understanding context, not just characters. Template-free. No manual configuration for new document types.
- Handles typewritten, handwritten, hand-printed, semi-structured, and unstructured forms
- Context-aware semantic extraction: clinical and regulatory meaning
- Covers claims, appeals, enrollment, HEDIS, prior auth, W-2s, mortgage documents, and lease docs
- New document types onboarded in hours with GenAI-assisted mapping
Documents need to be classified, tagged, routed to the right system, and quality-checked and that orchestration layer is where most intake operations quietly fall apart. The ILM platform manages all of it, with a config-driven setup that does not require IT involvement.
- Document classification, metadata tagging, and intelligent routing to Facets, QNXT, HealthRules, and LOS
- No/low-code onboarding: newdocument types configured via a wizard
- Instant data extraction: highlight a section, the OCR backend auto-fills
- Doc audit automation: higher audit volume with no additional headcount
- Continuous OCR calibration: weekly releases, always improving
An error entering your claims platform costs 5–10x more to fix than it costs to prevent at intake. The BRF validates every field, every form, and every document in real time against clinical, coding, and regulatory standards before anything moves downstream.
- 103 field-level validations per transaction: ICD-10, CDT/CPT, HCPCS, NPI, taxonomy, revenue codes, NDC drug codes
- Form-level and document-level validations: cross-field business rules and insurance dictionary checks
- Errors flagged immediately for review. Exceptions routed to human review queue. Nothing silently dropped.
- Fully customizable: client-specific rule sets implemented quickly without rebuilding the framework
The intake layer does not just process documents it learns from them. As volume grows and patterns emerge, agentic autopilots take on more of the routine work: validating in real time, predicting document volumes, flagging unclean claim patterns before they reach adjudication. The result is an intake operation that gets more efficient the longer it runs.
- Agentic workflow autopilots: real-time validation, predictive text, and contextual recommendations built into daily operations
- AI-based operations insights: forecast document volumes and types by channel; detect unclean claim patterns early
- Non-claims summary and search: semantic search across non-claim documents
- GenAI-assisted EDI mapping: manage output changes using AI, not manual reconfiguration
WHO WE SERVE
Intake and capture built for every vertical
One intake operating model — configured for the document types, compliance requirements, and SLA windows of each industry we serve.
HEALTH Plans
7 of the top 10 US health plans
We unify claims, enrollment, appeals, HEDIS, prior authorization, and correspondence workflows across physical and digital channels, with HITRUST-compliant handling of protected health information throughout the process.
.png?tr=w-412,h-232,q-80,f-auto)
HEALTHCARE PROVIDER
1,000+ providers across 30+ offerings
We capture and route patient access documents, coding support records, and billing documentation to the appropriate revenue cycle workflow, improving speed, accuracy, and operational efficiency from the outset.
MORTGAGE
Supporting leading mortgage servicers
From loan origination documents and W-2s to lease agreements and closing packages, our Mortgage Language Model (MLM) helps lenders improve document quality, reduce downstream rework, and accelerate the path to underwriting and funding.
INSIGHTS
Latest from the Firstsource team
Insights from the field, real operations, real outcomes, and perspectives from the people making it work in live operations.
Case Study
Building a strong foundation for growth: how a leading dental plan transformed operations with strategic partnership
Discover how a leading dental plan partnered with Firstsource to transform operations, reduce costs, improve CSAT, and enable scalable growth through AI and a hybrid delivery model.
contact us
Bad intake is costing you more than you can see in your dashboards
Tell us your document volume and the errors showing up downstream. We will show you exactly where the intake layer is losing you money before you commit to anything.
- Diagnosed from your actual document volumes and error logs not a generic intake audit.
- Deployed in weeks, not months with day-one domain knowledge already loaded.
- Priced on the intake quality it delivers, not the headcount it takes.