Document & Eligibility Processing · Case study
SettleIn
Eligibility & Document Processing Platform
CodeSquad built SettleIn a document processing and eligibility platform — using OCR and AI to read documents, score eligibility, and give applicants clear feedback without manual review bottlenecks.
Document & eligibility processing
Manual review, replaced by an eligibility engine.
- Document uploaded and read via OCR
- Eligibility scored against criteria
- Applicant notified with clear feedback
- Status tracked on one dashboard
How SettleIn Turned Manual Document Review Into an Automated Eligibility Engine
SettleIn needed to process a high volume of applicant documents, but reading and evaluating each one by hand didn't scale.
Documents arrived in inconsistent formats, and pulling the right information out of each one took manual review before anyone could even start an eligibility assessment.
Eligibility scoring itself was subjective and slow when done manually, and applicants often waited without any sense of where their case stood.
Without a connected system, the team was spending more time processing paperwork than helping applicants move forward.
A connected system designed around the way the team actually works.
CodeSquad built SettleIn an automated document-to-decision pipeline.
CodeSquad built a system that uses OCR to extract information directly from uploaded documents, runs eligibility scoring automatically against the criteria that matter, and generates AI-assisted feedback so applicants understand where they stand. An admin dashboard gives the team oversight of every application, and a tracking system keeps each case moving through review without manual chasing.
Stack: OCR/document understanding + AI eligibility scoring + admin dashboard + application tracking.
What the system does.
“I highly recommend Shahzaib and Code Squad. They were diligent, prompt and reliable over the course of two projects that I used their service. The project involved UX/UI, prompt engineering and ML to give incrementally better results. Wish them the best!”— Faraz Siddiqui O, SettleIn
SettleIn no longer treats document review as a bottleneck — documents are read, scored, and tracked automatically from the moment they're submitted.
Applicants get clear, AI-assisted feedback instead of silence, and the team oversees the full pipeline from one dashboard instead of processing paperwork by hand.
Common questions.
Will this replace our existing platform?
No — it wraps around your existing system.
What if we already have a marketing team?
Our Dashboard tier fits teams that just need visibility.
How long to launch?
2-3 weeks
Have an idea worth building?