Services · Website development · AI document processing websites

Websites for New York document AI vendors selling to regulated buyers.

Codeeo provides AI document processing website development New York vendors use when their buyers are banks, insurers, law firms and property managers with strict vendor reviews. We plan and build the product site, the due diligence material, the document pages and the enquiry routes that a vendor risk analyst in Midtown or a litigation support manager in the Financial District expects to find before agreeing to a first meeting. The aim is a site that answers the security questionnaire before it is sent.

Your marketing team edits it through a CMS, your sales team receives qualified leads in the CRM, and your security lead controls every statement about data handling that appears on it.

Built for
Document AI vendors, legal and financial technology companies, and document review service firms working from Manhattan, Brooklyn and across New York.
Typical timeline
Fixed after discovery once we understand the page list, the due diligence material you can publish and the people who must approve it, then set out in the scope.
What you own
The repository, CMS, domain, hosting, analytics and every lead and form record, all in accounts your company controls.
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

Inside the build

What a New York document AI site needs to carry.

In New York, the person who first reads your site is often not the person who will use your product. It is a vendor risk analyst, an information security reviewer or an associate general counsel, checking whether you are even eligible to be considered. Banks and insurers regulated by the New York State Department of Financial Services must assess the security of third party service providers that handle their nonpublic information, and that assessment begins with what you publish.

So the site leads with clarity about data: what you process, where it is stored, who can access it, how long you keep it and how human reviewers are supervised. Around that core we build the commercial pages that sell the product to operations leaders, the documentation that convinces engineers, and the conversion routes that move a qualified account to a call with the right person on your team.

Every claim about accuracy, turnaround or certification is checked with your product and security leads before publication, because in this market a page that overstates a control can end a deal during due diligence.

Explain your project
  • Vendor due diligence hub

    A section built for third party risk teams: security overview, data flow diagrams, subprocessor list, incident response summary, business continuity statement and audit status, with detailed reports released after a nondisclosure acceptance and logged in your CRM.

    Risk reviews start with evidence instead of a blank questionnaire.

  • Financial document pages

    Pages for account opening packets, KYC files, loan agreements, brokerage statements and tax forms, each showing which fields are read, how exceptions are routed and which core or onboarding systems receive the data.

    Operations leaders at banks and fintechs see their own files handled.

  • Insurance submission pages

    Routes for brokers, carriers and managing general agents covering applications, loss runs, schedules of values and endorsements, with sample outputs on fictional submissions and a clear explanation of underwriter review.

    Underwriting teams recognize their intake problem immediately.

  • Legal and real estate routes

    Pages for litigation productions, contract review, commercial lease abstraction and co-op or condo board packages, written for law firm innovation teams and managing agents, with confidentiality and privilege handling explained carefully.

    Firms and agents understand how sensitive files are protected.

  • Hiring tool disclosures

    If your product parses resumes or ranks candidates, a page explaining how it relates to New York City's rules on automated employment decision tools, including bias audit and notice requirements your customers must meet.

    Employers in the city know what your tool needs from them.

  • SHIELD Act aware forms

    Forms that collect only what sales needs, encrypted transport and storage, retention limits, and an incident notice process documented for your team, reflecting the reasonable safeguards New York expects for residents' private information.

    Less data collected means less to protect and report.

  • Account based routing

    Demo and contact forms that recognize the company domain, assign the lead to the right account executive, and change the next step for existing customers, partners and job seekers so nobody waits in the wrong queue.

    Enterprise prospects reach a named person quickly.

  • Developer and integration portal

    API reference from your OpenAPI file, SDK guides, webhook examples and an integration directory listing the platforms you connect to, within what your partner agreements allow you to say.

    Technical evaluators can validate the build effort themselves.

  • Multilingual intake examples

    Pages showing extraction from Spanish and Chinese documents, common in New York tenant files, insurance claims and immigration related paperwork, with translated summaries of the capability for operations teams who work in those languages.

    Buyers serving multilingual New Yorkers see their real documents covered.

  • Thought leadership library

    An editorial section for guides on document risk, model governance and review design, tagged by industry and connected to gated downloads that feed nurture campaigns in your marketing platform.

    Content attracts the buyers who are still defining the problem.

Who this is for

New York companies we build for.

New York document AI vendors tend to sell into one of a few heavily regulated buyer groups, and the site has to reflect that choice. A vendor focused on banks needs a different homepage, different proof and different conversion steps from one selling to law firms or managing agents. We work out which buyers you prioritize and how they evaluate vendors, then build the site to clear those specific hurdles in the right order. If you sell to more than one group, we decide which leads on the homepage and give the others their own clearly signposted routes, so a bank visitor never has to read about board packages to find what matters to them.

01

A fintech or regtech vendor selling to banks

Your buyers are compliance and operations teams at banks, broker dealers and fund administrators. The site centers on the due diligence hub, KYC and onboarding document pages, and a demo route that captures regulator, document volume and current systems so your account executives can tailor the first call to the buyer's control environment. We also add pages for fund administrators and fintech lenders where those segments matter to your pipeline.

Expect security review before any product demo.

02

An insurtech serving carriers and brokers

You automate submission intake, claims documents or policy checking. We build pages for each document family, show how underwriters stay in control, and create routes for brokers in Lower Manhattan and carriers elsewhere in the state who want a sample run on fictional files. Claims pages explain how documents from adjusters, repair shops and medical providers are classified, matched to the right claim and passed to examiners.

03

A legal technology company

Your clients are law firms and corporate legal departments. We design pages that discuss privilege, confidentiality, matter level access and audit trails with care, and give knowledge management and innovation teams the technical detail they need to bring the product to their partners. We also prepare pages for e-discovery vendors and alternative legal service providers who may resell or embed your capability.

Wording on privilege is approved by your counsel.

04

A property technology vendor for managing agents

You process leases, board applications and building records for managing agents, co-op boards and owners across the five boroughs. We create pages that explain how applicant financial data is protected and shown only to authorized board members, with enquiry routes for agents and owners. Pages for lease abstraction show how rent schedules, escalations and options are captured for portfolio and accounting systems.

Six steps to a New York site that passes vendor review.

  1. 01Buyer and risk mappingVideo interviews with sales, security and product to list the reviews your buyers run and the documents they ask for first.
  2. 02Content inventoryWe collect existing policies, reports, product material and sales decks, and decide what can be public, gated or shared only on request.
  3. 03Sitemap and copyIndustry routes, due diligence hub, documentation and forms are mapped, then written and reviewed by your product, security and legal leads.
  4. 04Design systemComponents for document comparisons, data flow diagrams and gated downloads are designed and tested for accessibility before development.
  5. 05Build and connectCMS, front end, forms, CRM routing, marketing automation and analytics built on staging, with gated content access logged against each account.
  6. 06Launch and refineRedirects, search console, CMS training and a review of which routes create meetings, followed by a plan for the next pages to add.

Technology

What we build this with.

We usually recommend a headless CMS, a Next.js front end, access controlled storage for gated reports, and documentation generated from your API specification. Hosting and logging are chosen with your security lead so the site itself passes the review it supports.

01Web

  • React
  • Next.js
  • TypeScript
  • Node.js
  • Laravel
  • WordPress

02Commerce

  • Shopify Plus
  • WooCommerce
  • BigCommerce
  • Headless storefronts

03Data and cloud

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

04Marketing and tracking

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

What New York document AI vendors ask us.

Your security policies, audit status, product documentation and a list of the questions buyers ask most.

The quickest projects begin with a folder of existing material: security policies, any audit reports, data flow diagrams, product sheets, recent questionnaires and recorded sales calls. From that we can see what can be published, what should be gated and what is missing. We also need named reviewers from product, security and legal, because their availability usually sets the pace more than design or development does. We share a checklist in the first week so nothing arrives late, and we flag early any claim that will need evidence before it can go live.

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