One platform, several high-stakes tasks
Legal and financial documents are difficult because the text is dense, the structure matters, and small mistakes can have serious consequences. I built The Forge to explore three connected workflows: analyzing documents for risk, generating agreements with security checks, and helping users fill US tax forms, including forms used by nonresident aliens. The platform is an assistant, not a substitute for legal or tax advice.
Turning documents into structured evidence
OCR and document parsing identify sections, fields, parties, dates, obligations, and clauses. I kept the original page context connected to extracted content so a user can trace a highlighted risk back to the document. That link is essential. Without it, an AI summary can sound authoritative while missing a qualifier or reading a field incorrectly.
Designing guarded generation
When creating an agreement, the system gathers required facts, builds a draft, and checks for missing or conflicting terms. For tax forms, it maps user-provided answers into form fields while validating format and completeness. The product avoids silently filling uncertain values and instead asks for clarification. Sensitive documents also require strict access control, encryption, retention rules, and audit logging.
The main lesson
The Forge taught me that document AI is not mainly about producing text. It is about preserving structure, provenance, and user control. A strong workflow shows what came from the source, what was generated, and what still needs professional review. In high-stakes documents, an honest pause is more valuable than a confident guess.