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Offline Document Analysis Desktop Tool

2024Document IntelligenceCapability

What it is

A document Q&A and topic-analysis tool shipped as a Windows executable.

Client work is shown without identifying imagery

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Why this existed

Some teams cannot upload deal documents to a hosted service — not because of preference, but because of policy. That rules out every SaaS document tool.

[ WHAT_WE_BUILT ]

What we built

Two related tools for analysing security and offer documents: a chat interface over an indexed PDF corpus and a separate topic-modelling analysis view. Packaged as a runnable executable so a compliance team could use it on their own machines without a deployment, a browser tab, or documents leaving the building.

  • Chat interface over an indexed PDF corpus
  • Separate topic-modelling analysis view
  • Packaged as a runnable Windows executable requiring no deployment
  • Runs on the user's own machine with documents never leaving it

[ HOW_IT_IS_USED ]

How a company uses it

Regulated teams that cannot upload deal documents to a hosted service still get retrieval-based Q&A — the constraint drives the delivery format, not the capability.

Built with

PythonStreamlitLangChainOpenAIPyInstaller

[ COMMON_QUESTIONS ]

Questions clients ask

Why ship a desktop executable instead of a web app?

Because the constraint drove the format. A compliance team that cannot send documents to a hosted service is not going to use a web app regardless of how good it is. Shipping an executable meant the capability could actually be used.

Does this still make sense now that models are better?

The models have improved; the constraint has not. If anything, the demand for local or on-premise document analysis has grown. What would change in a rebuild today is the option of a genuinely local model, so nothing leaves the machine at all.

Can you build this pattern for our compliance requirements?

Yes, and the requirement should be the first conversation, not the last. Whether documents may reach a third-party model provider changes the architecture fundamentally — it is much cheaper to design for than to retrofit.

Is this close to your problem?

Most engagements start with a version of something on this page. Tell us what is different about yours and we will tell you what it changes.

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