Executive Summary
Keystone partnered with Onetree to transform a manual, time-consuming contract management process into a scalable, AI-powered document automation workflow. The organization faced growing volumes of investment contracts that required manual review and data entry, resulting in inefficiencies, higher operational costs, and increased risk of human error.
To address this challenge, Onetree designed and implemented an automation solution capable of processing PDFs and scanned documents, classifying contract types, and extracting structured data through AI-assisted OCR. This approach significantly reduced manual effort while improving accuracy, traceability, and overall processing speed.
As a result, Keystone was able to optimize internal operations, reduce administrative overhead, and reallocate team capacity toward higher-value tasks, while ensuring the platform could scale alongside business growth.
The Challenge: Manual contract processing at scale
Keystone managed a growing volume of investment contracts that required manual review and data entry from PDFs and scanned documents. This process was time-consuming, error-prone, and heavily dependent on operational teams, limiting the organization’s ability to scale efficiently.
As contract volumes increased, the manual workflow began to slow processing times, increase operational costs, and raise the risk of data inconsistencies. The lack of automation also made it difficult to standardize information, ensure traceability, and maintain consistent data quality across contracts.
Keystone needed a solution that could automate document processing end to end, reduce reliance on manual work, and support future growth without adding operational complexity.
The Solution: AI-powered document automation for contract management
Onetree designed and implemented an AI-powered document automation solution to streamline Keystone’s contract management workflow end to end. The platform automatically retrieves PDF and scanned documents from Keystone’s existing document management system, Egnyte, where contracts are uploaded and stored.
Through a scheduled, automated process, documents are ingested daily, classified by contract type, and processed using AI-assisted OCR to extract structured data. This approach replaces manual data entry with a standardized, reliable workflow that improves accuracy, traceability, and processing speed.
By integrating seamlessly with existing tools and centralizing document processing, the solution reduced operational friction while enabling Keystone to scale contract volumes without increasing manual workload or system complexity.
Results & Impact: Driving a new era of productivity and operational efficiency
With the new solution in place, Keystone’s team uploads PDF and scanned documents to a designated folder, and the system automatically processes them end to end. What was once a manual, time-consuming workflow is now a streamlined, reliable, and scalable operation that reduces effort while improving speed and data quality.
- Faster contract processing, reducing turnaround times from hours to minutes per document.
- Higher data accuracy, minimizing manual errors and improving overall data quality.
- Lower operational costs, by eliminating repetitive and error-prone manual tasks.
- Scalable operations, enabling the processing of hundreds of contracts per month without adding resources.
- More empowered teams, free to focus on strategic and higher-value activities.