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Document Intelligence Agent

Your Entire Policy Library, Answerable in Seconds

A conversational AI that reads your city's documents — zoning codes, ordinances, council packets, budgets — and answers questions in plain language with exact citations. Not a search bar. Not canned answers. It understands the content.

Document Agent

● Online

What's the minimum side setback for a detached ADU in an R-1 zone?

Understanding your question...

Searching zoning ordinance...

Synthesizing answer...

A detached ADU in an R-1 zone requires a minimum 4-foot side setback per Section 23C.24.040(B). This applies to all sides except where fire wall construction is used.

Sec. 23C.24.040(B) — Page 214

What It Reads

Every Document Your City Produces

Upload once — instantly searchable through conversation.

Council & Commission Packets

Agendas, staff reports, attachments from Granicus, Legistar, eSCRIBE

Ordinances & Municipal Code

Municode, AmLegal, or PDFs hosted on the city site

Resolutions & Policy Registers

Fee schedules, policy decisions, approvals from clerk's records

RFPs, RFQs & Contracts

Procurement/finance systems and shared drives including proposals received

General Plans & Zoning Maps

Comprehensive/specific plans plus land-use layers from planning's document center

Permits & Entitlement Records

Building/planning permits, inspections, conditions of approval

Budget, CIP & Financial Statements

Adopted budgets, CAFR/ACFR, capital project lists from finance repositories

Departmental Document Repositories

OneDrive/SharePoint folders for planning, public works, ED, city manager

Spreadsheets & CSV Data

Budgets, property lists, permit data, inventory — queryable via SQL

Live Web Pages

City websites, planning portals — fetched and indexed automatically

How It Works

From raw documents to instant answers

Every document type your city produces codes, packets, permits, budgets flows through a 5-stage AI retrieval pipeline and comes out as a cited, plain-language answer.

Ingests every document type your city produces

Semantic search + BM25 + reranking — not just keyword match

Returns plain-language answers and queryable tabular data

Document Intelligence pipeline: council packets, ordinances, permits and more feed into semantic AI search, returning plain-language answers and tabular data

Why It's Better Than Search

5-Stage Retrieval Pipeline

Not a keyword match. A multi-model reasoning chain that finds the best possible answer from your documents.

1

Semantic Search

Finds chunks meaning what you asked, even if the exact words don't match

2

Keyword Search (BM25)

Catches exact terms and proper nouns — section numbers, ordinance names

3

Rank Fusion

Combines both result sets into one unified ranked list

4

Cross-Encoder Reranking

A second AI model scores each chunk: does this actually answer the question?

5

Context Expansion

Fetches the full surrounding section so the LLM has complete context to answer from

Simple Keyword SearchDocument Intelligence Agent
Matches exact wordsUnderstands meaning and intent
Shows isolated snippetsReads full sections for context
No continuityRemembers conversation history
Can't handle tables or CSVQueries tabular data via SQL
Returns many irrelevant resultsReranked to top-5 most relevant

Key Benefits

What Makes It Different

5-Stage Retrieval Pipeline

Not a keyword search — semantic search, BM25, rank fusion, cross-encoder reranking, and context expansion work together to surface the most relevant answer every time.

Reads the Actual Ordinance

The full zoning code is indexed — not a simplified FAQ. When it cites 'Sec. 31-605(a)(1)' it pulled that text directly from your document.

Conversation Context

Ask a follow-up and it remembers what you asked before. No need to re-explain the situation with every message.

Handles Tables & CSV Data

Upload a property inventory spreadsheet and ask 'How many ADU permits were issued last year?' — the AI writes and runs a SQL query against it.

City-Specific, Always

Berkeley's rules aren't mixed with Riviera Beach's. Each city has its own indexed document set — answers are grounded in that city's actual documents.

Upload → Instantly Live

No re-training. No re-deployment. An admin uploads a new ordinance the day it passes and it's searchable within minutes.

Real-World Scenarios

Questions It Answers in Seconds

Planning Staff

How does the City sell surplus real estate?

Developer

What permits do I need to build an ADU?

Resident

Can I sell hot food on the street?

Architect

What's the minimum front setback in a residential zone?

Planning Staff

What are the operating hours restrictions for outdoor dining?

Developer

What signage spacing is required for electric fences?

Finance Analyst

How many commercial parcels are over 10,000 sq ft?

Planning Staff

What are the water conservation rules for landscaping?

Who Benefits

One agent. Every audience.
AudienceWhat They Get
City Planning StaffAnswer citizen and developer questions instantly — consistent, policy-correct, sourced. Reduce inbound emails on repetitive zoning questions.
Developers & Property OwnersSelf-serve 24/7. Understand requirements before spending money on architects or permit applications.
Architects & ConsultantsCross-reference building codes and zoning rules for any city in one place, without digging through 300-page PDFs.
Citizens / General PublicAsk questions in plain English, get plain English answers. 24/7 access — not limited to counter hours.
City LeadershipEvery answer is grounded in actual policy documents. Source citations mean answers are auditable and defensible.

Impact

Consistent, cited answers — available the moment a new document is uploaded.
Planner Response Time
Before
Days

After
Seconds
Inbound Repetitive Calls
Before
High Volume

After
Self-Serve
New Ordinance Go-Live
Before
Re-train & Deploy

After
Upload → Live

Give the Public 24/7 Access to Policy Answers

Grounded in your actual documents. Not AI guesswork. Every answer cited to the source.