Top 9 Intelligent Document Processing Use Cases

9th December 2025

by Pol Brouckaert

Intelligent document processing use cases reveal how organisations are replacing manual document handling—which slows productivity and increases errors – with automation that saves time, cuts costs and ensures accuracy. By extracting actionable data from semi-structured documents like invoices and unstructured documents like contracts, IDP streamlines workflows without sacrificing control, thanks to human-in-the-loop checks. From insurance to finance, IDP is now critical for efficiency and risk reduction across industries.

Discover how intelligent document processing solutions are enabling end-to-end automation across industries.

In this article, we’ll answer the following questions for you:

1. Why businesses are turning to intelligent document processing (IDP)
2. Use case #1: IDP for insurance
3. Use case #2: IDP for healthcare
4. Use case #3: IDP for local government
5. Use case #4: IDP for housing
6. Use case #5: IDP for financial services
7. Use case #6: IDP for retail and consumer goods
8. Use case #7: IDP for energy and utilities
9. Use case #8: IDP for staffing and recruiting
10. Use case #9: IDP for transport and logistics
11. The impact of IDP tools for modern businesses

Why businesses are turning to intelligent document processing (IDP)

Across industries, organisations face similar challenges: Manual data entry, compliance pressure and long processing times. Legacy OCR tools can capture text but struggle with modern, variable document types that include handwriting, images or mixed attachments.

Modern intelligent document processing applications combine OCR, AI, machine learning and NLP to interpret unstructured data, extract key information and feed it directly into systems and workflows. IDP delivers scalable, end-to-end automation that reduces manual review, improves accuracy and drives faster outcomes.

To understand the technology behind this transformation, see What is Intelligent Document Processing (IDP)?

Use case #1: IDP for insurance

Insurance organisations are leveraging IDP technology to make complex workflows faster and more accurate. It can analyse incoming emails and attachments, classify claims, extract key data such as policy numbers or claim amounts and route them to the right teams, even triggering straight through processing (STP) for predefined flows.

Examples of intelligent document processing in insurance include:

1. Claims processing: Extracting data from claim forms, IDs and supporting documents
2. Underwriting: Reading risk assessment forms and financial statements to improve accuracy and turnaround times.

Use case #2: IDP for healthcare

Healthcare providers handle vast amounts of clinical and administrative documentation, from referral forms and lab results to handwritten notes and consent records. Managing this information efficiently is critical for both patient care and compliance.

IDP helps healthcare teams digitise and interpret unstructured records, enabling faster access and smarter support for staff. It can scan through patient histories to find specific information – for example, confirming whether a patient has ever used beta blockers – and surface relevant data in seconds.

Other practical applications of intelligent document processing in healthcare include:

1. Clinical trials: Extracting participant details, onboarding dates and medical histories from trial documents
2. Medical coding: Automating revenue cycle processes, including pre-authorisation, coding and reconciliation
3. Hospital information systems: Integrating financial, HR and medical records for seamless digital access and reduced paperwork.

Input for You optimises inbound document workflows for the insurance and health insurance sectors, enabling more accurate data capture and faster access to critical information. Since implementing IDP, they’ve reduced claim processing times by 80% and achieved straight-through processing rates of 70–80% for many documents, with some reaching an impressive 95%.

Use case #3: IDP for local government

Local councils are adopting IDP to handle large volumes of public-facing forms and citizen requests.

Examples of intelligent document processing in local government include:

1. Blue Badge applications: Validating IDs, medical evidence and eligibility forms
2. Permit and licence processing: Extracting data from varied submissions and attachments
3. Document redaction: Automatically identifying and masking sensitive personal information (PII) before sharing or publishing documents.

Use case #4: IDP for housing

Housing providers and property managers are leveraging IDP to handle tenancy, maintenance and compliance documentation.

Examples of intelligent document processing in housing include:

1. Tenancy onboarding: Reading agreements, guarantor forms and proof-of-income documents to speed up approvals
2. Maintenance requests: Analysing emails or images to identify issues and prioritise repairs.

Use case #5: IDP for financial services

Banks and financial services use IDP to increase speed, accuracy and compliance across core operations.

Intelligent document processing in financial services automates:

1. Mortgage processing: Reading applications to extract borrower details, income data and loan values
2. Account opening: Capturing and verifying identity fields such as date of birth, taxpayer number or address
3. Customer risk profiling: Analysing questionnaires and forms to assess customer income, location and risk level.

Use case #6: IDP for retail and consumer goods

Retailers and distributors rely on a constant stream of supply-chain documentation – from orders and receipts to transport logs. Intelligent document processing for retail and consumers helps teams standardise and automate these workflows, including:

1. Purchase orders: Detecting and extracting details such as order numbers, dates and shipping information
2. Receipts and invoices: Capturing vendor IDs, product codes and payment details for faster reconciliation
3. Driver and logistics logs: Collecting details like driver contact, vehicle registration and mileage for compliance and route analysis.

Use case #7: IDP for energy and utilities

Energy and utility providers manage high document volumes daily, from regulatory reporting to customer communication.

Intelligent document processing for energy and utilities helps by:

1. Reading handwritten meter readings, invoices and bills
2. Automating compliance reporting
3. Extracting key customer and contract details to ensure accurate billing.

Use case #8: IDP for staffing and recruiting

Recruitment and HR teams process high volumes of documents tied to candidate screening and compliance.

Intelligent document processing for staffing and recruiting automates:

1. Reading CVs, right-to-work forms and certifications
2. Validating job sheets for compliance
3. Extracting and populating data into HR, CRM or payroll systems.

Use case #9: IDP for transport and logistics

Transport and logistics companies rely heavily on unstructured B2B communication, often through email and attached documents.

Intelligent document processing for transport and logistics can:

1. Capture order and shipment details from emails, PDFs or Excel attachments
2. Process delivery receipts, packing lists and Bills of Lading automatically
3. Streamline customs clearance by extracting and validating key data.

The impact of IDP tools for modern businesses

Intelligent document processing delivers measurable results that transform operations. Research shows that businesses adopting IDP reduce document handling costs by up to 60%, cut processing times by 70% and achieve near 99% accuracy—critical for compliance and customer trust. These gains aren’t just theoretical; they’re proven across industries where manual workflows once slowed growth. Explore our intelligent document processing solutions to see how automation drives efficiency at scale.

While many tools promise results, Liberty IDP is engineered to be the definitive answer for complex environments. Liberty IDP isn’t just another platform – it’s a best-in-class, AI-driven solution designed to tackle high-volume, multi-format document challenges that generic systems can’t handle. Built for scalability and precision, Liberty IDP empowers organisations to automate confidently, even in the most demanding scenarios.

Want guidance on selecting the right platform? Check out our blog on the best intelligent document processing software for expert insights.

Ready to transform? Book your Liberty IDP demo

If you’re ready to eliminate manual document bottlenecks and accelerate your digital transformation, now is the time to act. Book your Liberty IDP demo and see first-hand how our Liberty platform delivers unmatched accuracy, rapid ROI and template-free processing for even the most complex, high-volume environments. Experience the power of automation designed to scale with your business – start your journey today.

Ready to automate your document workflows? Explore our IDP solutions today.

About the author

Pol Brouckaert

Director of Netcall EU

Pol leads the company’s expansion across continental Europe from the Brussels office. He joined Netcall through its 2024 acquisition of Parble, an intelligent document processing (IDP) company where he served as CEO. Pol has built a career at the intersection of strategy, technology and financial services. Earlier, he worked as a strategy consultant at BCG, advising leading banks and insurers on digital and business transformation initiatives internationally. His expertise spans strategy, AI and technological innovation. Together with his team, he has helped numerous companies harness the benefits of intelligent document processing, one of the most mature and pragmatic use cases of AI.