Incoming Email Automation

SPS has invested in best-of-breed technologies, including Document Automation, Robotic Process Automation, and Artificial Intelligence (AI) to enable our clients to operate efficiently, reduce costs and stay ahead of the competition.

  • Monitor single or multiple dedicated mailboxes in real time

  • Ingest emails into our automation service, reviewing the sender's email address and the email subject initially

  • Extract key information such as name, email address, case, claim or member number (This can apply to any process with a URN)

  • Validate the email and each attachment against the client's data feed or via api ensuring the information is associated with the correct case or claim

  • Classify the email and attachments against a list of document types provided by you as part of the business intelligence rules

Automated Email Management

Accredited and Trusted

ISO 22301 ISO 9001 Cyber Essentials Plus ISO 27001 Cyber Essentials BS 10008 BS EN 15713 NHS Digital

The Power of Email Automation - What can be achieved

In addition to monitoring, ingesting, extracting, validating and classifying your emails, our automated solution can:-

Deliver Enhanced Extraction

Enhanced extraction goes a step further by extracting key information to update fields in the CRM for the document, e.g., pension value, mortgage payment amount, statement data, next court appearance date, etc. Further reducing time and effort once the document is in CRM.

Generate Custom Image and Data Outputs

Generate custom image and data outputs for ingestion to your back-end CRM system to upload the email and associate it with the right case, claim or member and add any extracted data to the fields in your CRM.

Cloud Document Management

Cleardox, our cloud-hosted document management portal, allows easy access for you to manage any documents flagged as an exception for not meeting your business intelligence rules and add additional data to get them through the workflow while still fully auditable.

Workflow

Utilise your existing workflow tools to get the email or document into the next stage of its journey, ideally with no human input, streamlining your processes and removing bottlenecks.

Custom Reporting

Custom reporting keeps you up to date with work in progress and helps you maintain challenging service levels with your customers.

Manage peaks & troughs

Save hours every day. Our solution allows for increased or decreased volumes without impacting your staffing levels.

Where automated email management solutions are typically used

Automated email management solutions are particularly helpful for businesses or organisations dealing with large volumes of incoming data which needs to be processed quickly due to timelines. For example:-

  • Legal firms can utilise them for court document processing, letters of authority, conveyancing documents, PCP or PPI claims and credit agreements.

  • Pension companies for processing member documentation such as application forms, change of personal details forms, estimate requests, or opt-out forms.

  • Insurance companies for handling claims applications, original documentation, quotes, agreements and financial documentation.

Automated Accounts Payable Processing

Trusted by 10,000+ Companies

Asthma + Lung UK Windsor Forest Colleges Group Warrington Borough Council SIMARC Property Management Limited NHS Horwich Farrelly Biffa

Contact our team to discuss your requirements

For further details call 0800 046 8081 today or contact us!

Strategic Technology Providers

At SPS, we work alongside some of the world’s leading technology specialists to deliver intelligent automation at scale. Our technology providers include Tungsten Automation (formerly Kofax), Microsoft, and UiPath, which give us access to best-in-class platforms for document intelligence, cloud automation, and robotic process automation.

By combining deep knowledge across many sectors with cutting-edge technologies, we help clients streamline operations, improve accuracy, and unlock measurable ROI.

We remain platform-neutral, focused on aligning the right technology with your specific goals. Whether it’s low-code automation, AI-powered document processing, or scalable cloud-based solutions, our team is here to guide you with clarity and confidence.

Our Automated Email Management Benefits

  • Save
    Time

    Save valuable time for fee earning and administration staff.

  • Increase
    Productivity

    Examples:

    Medical report emails can take fee earners 15 mins to process; using automation, they can be completed in seconds. Court documents typically take 2-3 minutes to process; automation does it in seconds. Reducing errors and freeing up case earners' time

  • Improve Customer Service

    Improve customer service by processing incoming emails faster.

  • Meet SLA's

    Meet SLA's and avoid fines.

  • Reduce Risk

    Reduce risk for your business by automating emails. Avoid missing important emails or SLA's.

  • Improve Acuracy

    Improve the accuracy of extracted data.

  • Improve Compliance

    Meet compliance standards for your business.

AI Powered Automated Document Processing Services from Cleardata

Why Choose SPS?

  • Compliant Cloud Infrastructure - Secure Microsoft Azure Hosting

  • Cyber Security - Certified to Cyber Essentials and Cyber Essentials Plus

  • - Our experienced team includes Business Consultants, Project Managers, Intelligent Capture Technicians, and Developers—delivering end-to-end support from planning to implementation.

  • Hybrid Service Model - A powerful combination of compliant outsourced digitisation and data capture services, alongside advanced cloud-based document management and generative AI solutions.

  • Scalable and Flexible Support - Our outsourced services give you the flexibility to manage workload fluctuations without the need to recruit or train additional staff.

  • Tailored Solutions - Choose the level of service that suits your organisation—from digitisation and intelligent data capture to full AI-enabled automation platforms.

  • The automation project has been a great success, automating around 80% of the process and providing a £20k per annum saving.

    HR Manager, East Midlands Railway

  • SPS have quickly scanned around 150,000 legal files to an exceptional standard, with zero quality issues and great feedback from our legal team.

    Colin Jones, Group IT Director, Knights.

  • SPS's digital mailroom services have freed up a significant amount of time for Asthma + Lung UK.

    Supporter Care Manager, Asthma + Lung UK

  • We would recommend SPS's digital mailroom, outbound print and distribution services to other organisations in the charity sector.

    Supporter Care Manager, Asthma + Lung UK

IT Security

SPS has invested in IT infrastructure and cybersecurity

This ensures robust protection for client data and seamless service delivery. Our security framework is built on best-in-class technologies and independently verified standards, including:

  • Cyber Essentials and Cyber Essentials Plus certifications.

  • Securing a locked server room.

  • Microsoft Azure Data Centre.

  • CrowdStrike for endpoint detection and response.

  • External SIEM solution managed by Netitude, a UK-based Security Operations Centre (SOC). 

  • Privileged Access Management (PAM) solution to enhance our security measures.

Get in touch about your automation needs!

Need some more info?

Read our frequently asked questions, or contact our team on 0800 046 8081.

AI enhances accuracy and efficiency by automatically reading, classifying, and extracting data from complex, unstructured documents — eliminating manual data entry, reducing errors, and speeding up processing times.

Simply contact us to arrange a discovery call. We’ll explore your needs, recommend the right solutions, and provide a roadmap for implementation tailored to your business.

Yes. We provide comprehensive onboarding, training, and ongoing support to ensure your team is confident using the automated systems and that you’re getting maximum value from your investment.

No. Our goal is to use AI and automation to augment your teams, not replace them — freeing up staff from repetitive tasks so they can focus on higher-value, customer-focused or analytical work.

Key benefits include faster processing times, reduced manual effort, improved data accuracy, enhanced compliance, better audit trails, and the ability to scale operations without proportionally increasing headcount.

We help automate document-driven processes such as inbound mail handling, invoice management, email processing, staff or client onboarding, and complex workflows. Our solutions can be tailored to your sector-specific needs, whether you’re in legal, financial services, healthcare, or manufacturing.
Cleardata Team

Get started with Automated Document Processing!

Contact our team on 0800 046 8081 or click below to contact us.

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