Services · Mobile app development · AI document processing apps

Document AI for Dallas energy, lending, title and freight paperwork.

Codeeo handles AI document processing software development Dallas companies use to stop retyping leases, division orders, closing packages, bills of lading and claim files. The software reads each incoming page, works out what kind of document it is, pulls the names, dates, legal descriptions and amounts your staff need, checks them against your own records and sends anything uncertain to a person. Across Dallas and Fort Worth, a single misread decimal interest or property description can hold up a payment or a closing, so every extracted value stays linked to the exact spot on the page it came from.

We have no office in Texas. Our team works remotely with Dallas clients, running discovery, design reviews and acceptance testing by video call, and we judge progress by measured accuracy on your real documents rather than a staged demo.

Built for
Oil and gas operators and mineral owners, mortgage lenders and title agents, insurers, freight and logistics firms, hospital groups and law firms across the Dallas and Fort Worth area.
Typical timeline
Timing is agreed after we run your sample documents through a first extraction model and can see how many layouts, scans and downstream systems the project really involves.
What you own
The source code, model prompts and extraction rules, reviewer screens, audit logs and every processed document, held in cloud and code accounts registered to your company.
Rated
4.7 / 5 from 23 Google reviews

200+ companies across the US and the UAEFrom a first store to a listed developer

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

Capabilities

What we build for paperwork that moves money across North Texas.

Dallas runs on a handful of document types that most off the shelf tools handle badly. Upstream operators and royalty owners exchange oil and gas leases, division orders, assignments and joint interest billing statements whose formats change with every counterparty. Lenders and title agents in Plano, Frisco and Irving assemble closing packages where one transposed figure delays funding. Freight brokers and carriers working out of DFW Airport and the AllianceTexas corridor in north Fort Worth chase signed proofs of delivery before they can invoice. Insurers in Las Colinas sort first notice of loss reports, repair estimates and medical bills every day.

Our approach is to build around the documents you already receive, in the order your staff already handle them. Each capability below can stand alone or be combined in one platform, and each produces a record a reviewer or auditor can follow back to the source page.

Explain your project
  • Lease and division order extraction

    The model reads oil and gas leases, ratifications and division orders, then captures lessor names, legal descriptions, royalty fractions, decimal interests and effective dates. It compares each decimal with your land system and flags any owner whose interest does not match before the next revenue run.

    Owner records stay aligned with the paper that created them.

  • Closing package review for lenders and title agents

    Title commitments, settlement statements, deeds of trust and payoff letters are split into their parts and checked against the loan file. Mismatched names, missing signatures and differing loan amounts are listed for the closer before the package goes to funding.

    Closers spend their time on exceptions instead of rereading every page.

  • Freight paperwork capture

    Drivers photograph bills of lading and proofs of delivery in a mobile app, and the system reads shipper, consignee, pro numbers, piece counts and signature status. Matched loads move to billing automatically while short or damaged deliveries open a claim task.

    Invoices go out the day freight is delivered, not the week after.

  • Claims intake for insurers

    Loss reports, photos, contractor estimates and medical bills are classified as they arrive and attached to the right claim. Policy numbers, dates of loss and line items are extracted so adjusters open a file that is already sorted.

    Adjusters start each claim with an organized file.

  • Spanish and English documents

    Much of the paperwork in North Texas arrives in Spanish or mixes both languages on one form. We test extraction on both from the start and keep the original wording next to any translated field, so a bilingual reviewer can confirm meaning instead of trusting a guess.

    Spanish language forms are processed with the same checks as English ones.

  • Confidence scoring and review queues

    Every field carries a confidence score. You set the thresholds per document type, and anything below them lands in a reviewer queue showing the page image, the highlighted text and the proposed value side by side.

    People review the uncertain fields, not the whole stack.

  • Texas privacy and AI governance controls

    We build for the Texas Data Privacy and Security Act and the Texas Responsible Artificial Intelligence Governance Act, plus HIPAA and the state's medical records privacy law where patient records are involved. Access by role, retention rules and a decision log are part of the design.

    Your compliance team can see what the system did and why.

  • Connections to the systems you run

    Extracted data is posted to your land and revenue accounting software, loan origination system, transportation management platform or claims system through their APIs, or through secure file drops where an older platform offers nothing else.

    Clean data lands where your teams already work.

  • Litigation and contract document sorting

    For Dallas law firms and in house teams, the system groups large productions by document type, date and party, and pulls key clauses from contracts for attorney review. It supports lawyers who make every judgment; it does not give legal conclusions.

    Attorneys reach the relevant pages sooner.

  • Volume and accuracy dashboards

    Managers in Dallas back offices see how many documents arrived today, how many cleared automatically, which counterparties send the most exceptions and how long reviews take. Accuracy is tracked per document type and per field, so a sudden drop after a lender or purchaser changes its form shows up within hours instead of at month end.

    You can prove the system is working, and spot when it is not.

Who this is for

Four Dallas teams that tend to need document AI first.

North Texas companies usually come to us when a back office team has grown faster than the paperwork tools behind it. The common thread is volume that arrives in many formats and has to be checked against another record before money changes hands. These four situations account for most of the conversations we have with Dallas businesses, and each needs a different first release.

01

Operators and mineral managers with a growing owner deck

Acquisitions in the Permian or the Barnett bring boxes of leases and title opinions, and someone has to load each owner and decimal interest into the revenue system. We start with division orders and transfer orders, because those feed payments directly, then add lease abstraction once the owner records are reliable. Land staff keep final say on every interest change, with the source page shown alongside each proposed edit.

Start where an error costs an owner a check.

02

Mortgage lenders and title agents in the northern suburbs

Independent lenders and title offices around Plano, Frisco and Addison handle closing packages that look similar but never match exactly. A first release that reads settlement statements and title commitments, then compares them with the loan file, removes most of the manual cross checking. Income documents such as pay stubs, W-2 forms and bank statements can follow once reviewers trust the results.

Funding conditions show the value quickly.

03

Carriers and brokers in the DFW freight corridor

Trucking and logistics companies near the airport, Alliance and the Interstate 20 and 35 corridors lose days waiting for paperwork to reach billing. Driver photo capture with automatic reading of the bill of lading usually comes first. Rate confirmations, lumper receipts and detention records come later, along with dispute handling for shippers who question a charge.

Days sales outstanding is the measure that matters.

04

Hospital groups, clinics and health plans

Dallas has large health systems and many specialist practices that receive referrals, faxed records and prior authorization forms. These projects carry HIPAA obligations and Texas medical records rules, so we agree business associate terms, hosting and access controls before any patient document is processed. The first release usually sorts referrals and fills intake fields for staff to confirm.

Privacy terms are signed before data moves.

How a Dallas document AI project runs, step by step.

  1. 01Document inventoryWe collect redacted samples of every document type you receive, count how often each appears, and note where each one currently goes after someone reads it.
  2. 02Baseline accuracy testA first model runs on those samples so we can measure field accuracy per document type and show you, in numbers from your own files, where automation is realistic.
  3. 03Rules and review designYour staff help us set confidence thresholds, validation rules and reviewer screens, so the software follows the checks your best people already make by hand.
  4. 04Integration buildWe connect the pipeline to your revenue, lending, freight or claims systems, using test environments first so live records are never touched during development.
  5. 05Parallel runningFor a period you agree, the system processes real documents alongside your team. We compare results field by field and only switch off manual entry when the numbers support it.
  6. 06Monitoring and retrainingAfter launch we watch accuracy by document type, retrain when a counterparty changes a form, and report drift before it reaches your accounting or closing data.

Technology

What we build this with.

We pick OCR engines, language models and cloud services to suit your document mix, your security requirements and the people who will maintain the system. Where Texas or federal rules apply, hosting stays in United States regions.

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 Dallas teams ask before starting a document AI project.

It depends on the number of document types and the systems that must receive the data.

A project covering one document family and one destination system is far shorter than one spanning leases, closing packages and claims across several platforms. We give you a written timeline only after the baseline accuracy test, because that test shows how varied your layouts and scan quality really are. Parallel running is planned into the schedule from the start, so the date you receive includes the period when your team checks results before manual entry stops.

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