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Document intake that keeps its place: how the workflow works

Short answer

An agent that assembles a client file saves the state of the case after each arrival: documents received, gaps, conflicts and the decisions it is waiting for. When a corrected file arrives a week later, it resumes from the right step. Accepting the client stays with a person. At Syntalith an agent costs from €3,000 net. At 300 files a month, it pays back in 1.2 months.

How we workDetails ↓

  1. 01Call30 minutes with an engineer, free
  2. 02PrototypeA working system on your process and data, free
  3. 03ImplementationTarget and fixed price in the contract; 50% at signing
  4. 04Acceptance50% once the agreed target is met
analysis with an engineer and a free prototype
€0
team in ChatGPT or Claude, up to 10 people
from €1,150
automation, agent or application for one process
from €3,000

We belong to the OpenAI and Anthropic partner programmes and learn through their official courses. What this means ↓

Author: Syntalith · 3 min read

Example: the morning request inbox
Agent · ready

Statistics

Client documents and AI: statistics 2026

1.2 mo.

payback of a €3,000 agent at 300 files a month: €3,490 of chasing gaps today, €1,068 with checking and the model. Scenario.

Figures checked: 22 October 2026

The attachment arrived a week later. What do we already know?

The first file arrives today, the power of attorney tomorrow, and a corrected identity document in a week. The operator has to remember what is missing, which details differ and whose decision the case is waiting for. Today that information lives in email threads and in an employee's memory, so after a few days it is hard to tell the current state of the file, and a colleague covering a holiday starts from zero.

How the agent runs a client file
  1. 01Arrivalthe document goes to the right file and the original is saved
  2. 02Classificationthe document type from a closed list, open to the operator's correction
  3. 03Checkthe required set, matching names and dates, expiry dates
  4. 04Waitingthe case state saved in the database, a draft request for missing items for approval
  5. 05Resumptiona new file returns to the same case at the right step

What a checkpoint does

Waiting for a document is a process state that has to be saved. In our demonstrator, LangGraph runs the stages of the case and PostgreSQL saves its state at every interruption. LangGraph describes interrupts, which pause a run for a person's decision and let it resume. In the test we stopped the API in the middle of the process: the 4 stages saved before the restart were kept, and after resuming the case had 5, with the same documents and gaps.

In the demonstrator the agent has seven tools: reading and classifying a document, checking the file and drafting a request. It has no tool for approving a client, so it cannot do that even after a wrong instruction. Anthropic recommends starting with simple, predictable flows and giving an agent more freedom only where the result justifies it.

What it costs and when it pays back

Scenario: 300 client files a month
Today
300 files × 20 min = 100 h (€3,490)
With the system, a person checks the output in 30% of the time
€1,047
Model, 6 calls per case, Claude Sonnet 5.5
€21
Cost of one case
€11.63 today, €3.56 with the system
Saving
€2,422 a month

Payback of €3,000

1.2 months

The volume, the time and the checking share are the scenario's assumptions. €34.90 an hour is the EU average hourly labour cost for 2025 according to Eurostat. Model: 4,000 input tokens and 500 output tokens per call at Anthropic's rates, at the ECB rate of 1.1205 USD per euro on 22 October 2026.

Proof that the checkpoint holds does not tell you whether the system will read a new document in another language, or a signature, correctly. That is why in a pilot we measure the durability of the state and the quality of reading separately. The biggest difference shows during cover: an employee who takes over a file while a colleague is on holiday opens the current state, the list of gaps and the history of findings, and does not have to read the whole email thread from the start.

Limits and the first scope

The agent doesA person decides
Reading, classifying and saving a documentExplaining a mismatch in name or dates
A list of gaps and a draft requestSending the request to the client
Flagging a document past its dateAccepting or rejecting the client
A history of arrivals and findingsAssessing risk and screening sanctions lists
A pilot on one type of file
  • A list of required documents approved by the team
  • Rules for validity and for matching data
  • An owner for each file, and a deputy
  • A test with a late attachment, a new version and a restart

The demonstrator's screens are on the page about client document intake. We build an agent for assembling client files as part of AI agents, and for the free analysis a list of the documents you collect from clients and a description of where cases get stuck today are enough.

Worked example · Scenario

How we count the payback: a document workflow

We run the same count for your client files in the free analysis.

€2,327

a month for matching 1,000 documents to cases by hand

Payback: 1.5 mo.

4 minutes per document matched to a case and checking in 15% of the old time are our assumptions. €34.90 an hour is the EU average hourly labour cost for 2025 according to Eurostat, for companies with 10 or more employees. Model cost: reading a document in our case-file system (about €0.0002) plus matching it to the case and a note on what is missing (Claude Sonnet 5.5, about 2,000 + 300 tokens), at the ECB rate of 1.1205 USD per euro on 22 October 2026.

See the full calculation →

This is how we implement it in companies

All case studies →

Client results.

All projects →
foap.comcustomer service

foap.com customer service: 95% of replies are sent automatically.

Users from several countries write to foap.com, in several languages. The system reads the entire conversation and the terms of that person, and then sends a response in that person's language. Questions about money and exceptions go to the team with a ready draft, so they have to check and send them.

the system sends the answers itself, without human typing
95%
time from the arrival of the e-mail to the ready response (median)
30 s
e-mails that require a response receive a ready-made draft
100%
less work for every 1000 answers (estimate)
47 h

Data from foap.com production, October 20-21, 2026. Estimate: 3 minutes for handwritten response.

How foap.com customer service works →
Sample messages. Money matters always come to the person.

Other implementations

jaktako.design

studio projektowe

−87%

Time to look for new customers, every day

4 hours → 30 min

approx. 73 hours less per month (21 days of work)

according to the studio

How the agent loop works →
Signature Estates

real estate

approx. −90%

Operator time spent browsing portals, per day

2–3 hours → 20 min

approx. 45 hours less per month (21 days of work)

respect · contact the seller 5 minutes after the announcement

How the agent finds property listings →
Kuba Koziej, CEO and co-founder of MoreGrowth and board member at Natu.Care

Kuba Koziej

CEO and co-founder, MoreGrowth

„We started with my own AI agent. During the training that followed, I learned to build new applications myself. Today I am bringing this way of working with AI into my business. Working with Syntalith gave me exactly the skills and tools I needed.”

View the original training review on LinkedIn ↗

Start with the process that takes the most time each week.Book a free process review (30 min) →

How we build automation and agents

From a conversation to a working system in four steps.

  1. 01 · 30 min

    Free process review

    €0

    You're talking to an engineer. You receive the written plan within 2 business days.

  2. 02 · 5 days

    Free prototype

    €0

    The system works on 20-100 cases that your team has already handled. You see every result.

  3. 03 · 2–16 weeks

    Build

    50%

    Fixed price and goal written in the contract. First installment upon signing.

  4. 04 · after reaching the goal

    Reception

    50%

    You pay the second installment when the system reaches its target on your cases.

How a free prototype is created

Mon.

We set a goal

What result do you consider good?

Tue–Wed

The system is working

It goes through your affairs, one by one.

Thu

We compare

We check every difference with the team's work.

Fri

Result and price

List of errors and fixed implementation price.

You choose the matters. We anonymize them upon request, they stay in the EU and we delete them after the test.

On the market, such a test usually costs from PLN 3,000 to PLN 8,000.

Book a free process review (30 min)

We establish a prototype during a free analysis.

Data checked on October 25, 2026.

„Is my data safe?”

Yes. You choose where they go: from your company account to the model on your server.

  1. 00Employee's private account

    Customer and company data ends up in an account that the company cannot see or control. There is no data processing agreement, so it is a violation of the GDPR. When an employee leaves, the chat history goes with them.

  2. 01ChatGPT or Claude corporate account

    The provider does not use your data to train models. A copy of the queries remains in his logs for up to 30 days.

  3. 02API with zero retention (ZDR)

    The provider processes the request and does not save anything. It requires his consent, we prepare the application together.

  4. 03Processing in the EU

    Queries are counted and stored in Europe: OpenAI in the EU region, Claude via clouds with the EU region.

  5. 04Model at your place

    The open model runs on your server or in your cloud in the EU. The data does not go outside the company.

What we do with every implementation

  • Confidentiality agreement and data processing agreement before we receive any data.
  • You choose the cases for the prototype and we anonymize them upon request.
  • The data stays in the EU and we delete it after the test.
  • Corporate accounts with an administrator on your side.

When data cannot leave the company

The open model runs on your server or in your cloud in the EU. To choose from:

White-tailed eagle
Polish model, SpeakLeash and ACK Cyfronet AGH
PLLUM
Polish model, HIVE consortium commissioned by the Ministry of Digitization
Qwen
Alibaba
GLM
Zhipu AI
DeepSeek
DeepSeek

We select a model for the task and check it on your cases. We run it, tune it and maintain it.

Source: Bielik and PLLuM, ACK Cyfronet AGH ↗ · PLLuM, Ministry of Digitization ↗

Do you have a lot of your own data? We will fine-tune the small model.

  1. 1 Your examples
  2. 2 tuning
  3. 3 test on new cases
  4. 4 model at your place

When you have thousands of similar emails, documents or reports, we teach a small open model based on your examples. It works for you, responds quickly and costs less to maintain than a large model. We measure quality on issues that the model has not seen while learning.

Przemysław and Piotr did it in large programming and consulting companies. Artem did it before and does it today at Syntalith. It's about models on your own infrastructure, tuning and quality measurement.

You choose the protection level during the interview. We sign the data processing agreement before we see any data.Schedule a free analysis →

AI implementation

Start with the process that takes the most time each week.

The engineer chooses one process with you and calculates how much it costs today. Then we build a free prototype on 20-100 cases that your team has already handled. We write down the goal and the fixed price in the contract.

See AI implementation →
analysis with an engineer and a free prototype
€0
team in ChatGPT or Claude, up to 10 people
from €1,150
automation, agent or application for one process
from €3,000

Questions

  • What is a checkpoint in an AI agent?

    A record of the process state in a database at the moment the agent waits for a document or a decision. When a new file arrives or the server restarts, the agent returns to the same case and does not start the analysis from the beginning.

  • Does the agent approve the client?

    No. The agent reads and classifies documents, checks completeness, dates and consistency, and drafts a request for missing items. It does not screen sanctions lists, assess risk or approve the client.

  • How much does an agent for client files cost?

    At Syntalith from €3,000 net. At 300 files a month with 20 minutes of chasing gaps each, the payback is 1.2 months. Reading one document in our demonstrator cost about €0.0002.

  • How do you check that the case state is not lost?

    With an acceptance test that includes a late attachment, a new version of a document, a server restart and handing the case to a second person. The operator has to see what the system treated as new and which earlier findings stand.

Let's talk

Just write, call or choose a date.

We work fast because we hate corporate cotton wool. We don't have salespeople or managers to keep an eye on managers. You talk immediately to engineers who then build your system. We respect each other's time and yours too.

We will accept 3 more companies by the end of the year.

Mon–Fri 9:00–17:00 CET

What our OpenAI and Anthropic partnerships mean for you.

OpenAI makes ChatGPT and Anthropic makes Claude. We belong to the partnership programs of both companies, so we work with their tools every day and learn from the creators themselves.

OpenAI Select PartnerClaude Partner Network
01We will select a tool for the task
We implement both ChatGPT and Claude. We check both on your documents, and you choose the one that makes fewer corrections and saves more time.
02Knowledge straight from the creators
We learn from official OpenAI and Anthropic courses and materials. Your team learns about the features and settings that work today.
03Licenses without our margin
When we roll out ChatGPT, Claude or Copilot, you buy the licences directly from OpenAI, Anthropic or Microsoft and they invoice you. We add nothing to the licence.
04Certified engineers
On the team, we have an AWS certification in machine learning and an Anthropic certification in systems architecture on Claude.

Participation in programs does not mean that OpenAI or Anthropic endorses our services.