Services · Mobile app development · AI document processing apps

Document AI built for London's insurance market, City firms and regulated finance.

Codeeo delivers AI document processing software development London teams use to turn submissions, bordereaux, leases, complaint letters and onboarding files into structured, checked data. Our systems classify what arrives, extract the terms and figures your people need, test them against your rules and records, and put anything doubtful in front of a qualified reviewer. London firms handle documents that carry real legal and regulatory weight, so every output links back to the page it came from.

We work remotely with London clients. Discovery, design reviews and testing sessions run by video call, and you judge the approach on accuracy measured against your own documents rather than on a polished demonstration.

Built for
Insurers, managing agents and MGAs, law firms, asset and wealth managers, fintechs, property managers and public bodies across London.
Typical timeline
We set the timeline together once a trial on your anonymised samples shows how varied your documents are and how many systems must receive the data.
What you own
Source code, prompts and extraction configuration, reviewer tools, audit trails and all document data, kept in cloud accounts that belong to you.
Rated
4.7 / 5 from 23 Google reviews

200+ companies servedFrom a first store to an ADX listed developer

Modon
Majid Al Futtaim
HP
Belkin
Dulsco Group
OneClickDrive
Hanayen
HMS
Clocksprings
Ghezlan

Capabilities

Capabilities shaped around how London's document heavy sectors operate.

London's document problems are concentrated in a few sectors with very particular formats. The insurance market around Lime Street exchanges broker submissions, slips and bordereaux in spreadsheets that rarely look the same twice. Firms in the City and Canary Wharf hold contracts, fund documents and client due diligence files that run to hundreds of pages. Litigation teams near Chancery Lane and the Rolls Building face disclosure sets far larger than anyone can read in full. Regulated businesses answer to the FCA, whose head office sits at Stratford, on complaints handling, Consumer Duty and record keeping. We build for these specific formats and obligations. Every capability below keeps a clear line between what the model suggests and what a person decides, because in London's regulated sectors that line is often exactly what an auditor or a court will ask about. We also design for the volume peaks London firms know well, such as quarter end reporting, renewal seasons and the start of a large disclosure exercise, so the system scales without a backlog building up in the reviewer queue.

Explain your project
  • Bordereaux ingestion and cleansing

    Risk, premium and claims bordereaux from coverholders arrive in inconsistent spreadsheet layouts. We map each layout to your standard schema, check values against the binding authority, and flag missing fields, out of scope risks and currency or date errors before the data reaches your systems.

    Delegated authority data you can actually report on.

  • Broker submission triage

    Submission emails and attachments classified by class of business, with insured name, limits, territory and loss history drawn into a summary. Underwriters see which submissions fit appetite first, while the full pack stays one click away.

    Underwriting time goes to the risks worth quoting.

  • Complaint letter classification

    Incoming letters and emails sorted into complaints and general correspondence, with product, root cause and vulnerability indicators suggested for a handler to confirm. Deadlines under the FCA complaint rules are tracked from the date of receipt, so nothing drifts past its response window.

    Complaints are recognised on day one, not day twenty.

  • Lease and title abstraction

    Commercial and residential leases read for term, break options, rent review dates, repairing obligations and alienation clauses. HM Land Registry title registers can be summarised alongside, giving asset managers a portfolio view across boroughs without manual abstraction.

    Key dates and obligations tracked across every property.

  • Client due diligence files

    Identity documents, corporate structure charts, source of funds and source of wealth evidence classified and checked for consistency. Gaps are listed for the compliance analyst, and the final judgement on risk stays with your money laundering reporting team.

    Onboarding files reach review complete and consistent.

  • Disclosure review support

    Large document sets grouped by theme, custodian and date, with duplicates and near duplicates collapsed. Reviewers prioritise likely relevant material first, and every coding decision remains a human one, recorded for the disclosure report.

    Review teams reach the important documents sooner.

  • Fund and subscription documents

    Subscription agreements, side letters and investor questionnaires read for commitments, fee terms, most favoured nation rights and reporting obligations. Investor relations teams get a searchable register rather than a folder of PDFs.

    Side letter obligations stop slipping through.

  • Cited question answering

    Staff ask questions of policies, contracts or internal procedures in plain English and receive answers with references to the exact clause and page. Answers that cannot be supported by a source are refused rather than invented.

    Faster answers that can be checked in seconds.

  • Audit trail and model monitoring

    Every extraction, correction and approval is logged with user, time and model version. Accuracy is measured continuously against reviewed samples, so drift is visible and model changes can be justified to risk and compliance colleagues.

    Evidence ready for internal audit and regulators.

  • Public sector and housing correspondence

    London boroughs and housing associations receive repair requests, benefit evidence, licensing applications and member enquiries through post, email and web forms. We classify each item, extract the property or case reference, and route it to the right service team, while statutory response deadlines are tracked and anything mentioning safety concerns is raised immediately.

    Residents get answers from the right team first time.

Who this is for

Four kinds of London organisation we build document AI for.

London clients usually come to us with one of four problems. Some have a document flow that has outgrown the team handling it. Some have a regulatory obligation that depends on reading documents quickly and consistently. Others hold archives full of value that nobody can search. A few want to put AI in front of customers and need it done safely. The right first release differs for each, and so does the level of human review. These are the situations we see most often in the capital. Several clients combine two of them over successive releases.

01

Lloyd's managing agents, MGAs and brokers

Delegated authority business generates bordereaux and submissions at a volume that manual teams struggle to keep up with, and data quality problems surface late in reporting. A first release typically standardises the bordereaux from your largest coverholders and gives underwriters a submission summary. Later phases add claims documents and market reporting outputs. Coverholder feedback reports can be generated from the same checks, which helps raise data quality at source.

Start with the coverholders that send the messiest data.

02

City and West End law firms

Firms want help with disclosure, contract review and knowledge search, but cannot accept answers without sources or any risk to privilege. We build within your document management system's permissions, cite every answer, and keep data in environments your information security team approves. Fee earners remain responsible for advice. Knowledge teams can curate which precedents and notes the search draws on, keeping answers aligned with house style.

Permissions mirror your matter walls.

03

FCA regulated finance and fintech

Banks, payment firms, wealth managers and lenders need onboarding, complaints and customer correspondence handled consistently and evidenced well. We build classification and extraction that supports Consumer Duty outcomes, with vulnerability indicators routed to trained staff and clear logs of every decision a person made. Outputs are designed to feed management information that boards and senior managers already review.

Designed to make evidence easy to produce.

04

Property managers and landlords across the boroughs

Portfolios spread across many boroughs bring leases, service charge documents, safety certificates and licensing paperwork in volume. We extract key dates and obligations into your property system and alert the right manager before a break date, review date or certificate expiry passes unnoticed. Service charge queries from leaseholders can be answered faster when the relevant clauses are already extracted.

No more critical dates kept in personal calendars.

From your first sample set to a document AI system London staff trust.

  1. 01Scoping by video callWe map your document flows, the decisions each one feeds, the regulations that apply and the systems involved, then agree which flow to tackle first. Constraints such as client consent or market rules are written down at this stage.
  2. 02Measured trialExtraction runs on an anonymised sample set, and we report accuracy field by field so your team sees where automation is safe and where review is essential. No live personal data is needed for this step.
  3. 03Governance designHuman review points, access rights, retention, logging and model change control are agreed with your compliance and information security colleagues. These decisions are recorded so they can be shown to auditors.
  4. 04Build and integrateExtraction, reviewer screens and integrations to policy, practice management, CRM or property systems are built and tested in short cycles. Each cycle ends with a demonstration to the people who will use it.
  5. 05Controlled rolloutOne team or class of business goes live first, running in parallel with the existing process until results match agreed acceptance levels. Rollback steps are agreed before go live.
  6. 06Ongoing assuranceAccuracy reporting, new layouts, model upgrades and regular reviews keep the system reliable as your documents and obligations change. You receive a short written report after each review.

Technology

What we build this with.

We select OCR, language models, vector search and hosting to fit your data classification, including UK cloud regions and private model deployments where client confidentiality requires them. Components are modular, so a model can be replaced without rebuilding your reviewer tools or integrations. We favour well supported, widely used tools so that London firms can recruit people to maintain them, and we document the architecture, the data flows and the reasoning behind each choice for your technology and risk committees.

01Mobile

  • Swift
  • Kotlin
  • Flutter
  • React Native

02Data and cloud

  • PostgreSQL
  • MySQL
  • MongoDB
  • AWS
  • Azure
  • Docker

03Marketing and tracking

  • GA4
  • Google Tag Manager
  • Search Console
  • Meta Pixel
  • Looker Studio

What London firms ask before commissioning document AI.

We start with the data that causes the most downstream pain.

For most market participants that is delegated authority bordereaux or submission intake. We review samples from your coverholders and brokers, measure how varied the layouts are, and design mapping and validation against your binding authorities. Underwriters and data teams test the outputs before any process changes, and the original files stay linked to every record. Lloyd's and London market reporting requirements are reflected in the validation rules, which your data team can adjust as requirements change.

Tell us what the business needs. We will tell you what to build first.

Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.

Get in touch

PROVEN RESULTS

4.7 / 5from 23 Google reviews