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AI consulting · Jacksonville, FL

AI consulting for Jacksonville freight, financial services and health systems.

Bills of lading and delivery receipts, loan files and account documents, claims and remittances: read by AI and kept the way Florida’s FIPA asks.

Book a free consultationStart with logistics and freight

Remote from Lakeland, Florida. The first conversation is free.

The paperwork left at each stop on the routeA winding route with five stops: Rate confirmation, Bill of lading, Weight ticket, Delivery receipt, Freight invoice. The last stop is done.Rate confirmationBill of ladingWeight ticketDelivery receiptFreight invoice
Five stops, five documents: the route a Jacksonville back office follows to get paid.
Top industries on this page
Florida rules covered
Florida Information Protection Act (FIPA) · Florida Digital Bill of Rights · Physician medical records
Our hours in Jacksonville
Monday to Friday, 8 AM to 8 PM Eastern time

Jacksonville, Florida

Freight by sea, rail and road, and the offices that bill it.

Jacksonville moves freight through JAXPORT, the railroads and the interstates that meet here, and it has large financial services and healthcare employers. It is also in our home state: Ademero is based in Lakeland, Florida, and keeps the same Eastern hours as your office.

  1. 01Logistics and freightBilling clerks, Dispatchers, Carrier settlement and AP
  2. 02Banking and lendingLoan processors and closers, Post-closing and quality control, Branch operations
  3. 03HealthcareRevenue cycle and billing managers, Health information management staff, Practice administrators

01 · Logistics and freight in Jacksonville

The delivery receipt in before the invoice goes out.

What goes wrong todayA load delivers on Tuesday, but the signed delivery receipt rides in a driver’s envelope until Friday. The freight invoice cannot go out until it arrives, and the customer’s payment clock has not started.

Who handles it: Billing clerks, Dispatchers, Carrier settlement and AP, Safety and compliance managers.

Freight LogisticsExample document types and fields
Document typeFields it reads
Bill of LadingBill of Lading Number, Carrier, PRO Number, Shipper, Consignee, Total Weight
Delivery ReceiptPRO Number, Delivery Date, Delivery Condition, Received By
Carrier Rate ConfirmationLoad Number, Carrier Name, Total Rate, Equipment Type
Freight InvoiceInvoice Number, Invoice Date, Due Date, Terms, Bill To
Certificate of WeightTicket Number, Weigh Date, Vehicle ID, Weighmaster
Load ManifestManifest Number, Carrier, Dispatch Date, Trailer Number, Total Stops
Commercial InvoiceLine Items

Where Ademero fits

  • CapturePoint 6. Splits a stack of trip paperwork into documents, reads the PRO and bill of lading numbers, and names each file so the delivery receipt sits next to its bill of lading.
  • Paige. When paperwork arrives from terminals and drivers everywhere, Paige reads it in the cloud and delivers the data by download, SFTP or webhook to your TMS.

Rules this paperwork lives under

FMCSA driver qualification files
Motor carriers keep each driver’s qualification file for as long as the driver is employed and three years after (49 CFR 391.51). Hours-of-service supporting documents are kept six months (49 CFR 395.8). A retention schedule per document type clears each on its own clock.
Customs records
Importers keep entry records for five years from the date of entry (19 CFR Part 163). Commercial invoices and packing lists can be filed by entry and kept for that period.

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02 · Banking and lending in Jacksonville

A complete loan file before it goes to underwriting.

A loan file goes to underwriting without the borrower’s second pay statement. It comes back with a condition, the processor chases the borrower again, and the closing date slips.

MortgageExample document types and fields
Document typeFields it reads
Loan ApplicationLoan Number, Borrower Name, Lender
Loan EstimateLoan ID, Interest Rate, Estimated Closing Costs, Estimated Cash to Close
Closing DisclosureLoan ID, Borrower, Cash to Close, Interest Rate
Pay StatementEmployee, Employer, Pay Date, Gross Pay, Net Pay
Wage and Tax StatementEmployee Name, Employer Name, Wages, Tax Year
Verification of EmploymentEmployer Name, Requesting Organization
Account StatementStatement Issuer, Account Holder, Closing Balance
Appraisal ReportParcel Number, Client

Where Ademero fits

  • CapturePoint 6. Splits a scanned loan package into its documents, names each one and reads the values a processor would otherwise key, on a PC at the branch or in operations.
  • Content Central. Keeps the loan file in the cloud or on your own servers, with a retention schedule per document type, versions, and an audit trail examiners can follow.

Rules

GLBA Safeguards Rule
Non-bank lenders and brokers follow the FTC version (16 CFR Part 314): a written information security program, multi-factor sign-in, and disposal of customer information no later than two years after it was last used unless you have a reason to keep it. Banks follow the interagency guidelines. Content Central supports MFA, permissions and retention schedules that clear documents on time.
Regulation Z (TRID) record keeping
Lenders keep evidence of compliance for the Loan Estimate for three years after closing and the Closing Disclosure for five. Each can be its own document type with its own retention period.

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How we work

How we work with teams in Jacksonville.

We have no office in Jacksonville. Ademero works remotely from Lakeland, Florida, and every meeting, pilot and training session runs online, Monday to Friday, 8 AM to 8 PM Eastern time.

Our hours in Jacksonville timeIn Jacksonville local time: Ademero, 8 AM to 8 PM; A typical office day, 8 AM to 5 PM.6 AM10 AM2 PM6 PMAdemero8 AM to 8 PMA typical office day8 AM to 5 PM
In Jacksonville time (Eastern). We work Monday to Friday, 8 AM to 8 PM Eastern.

What an engagement produces

  1. 01

    An assessment, in writing

    A map of your document streams: what arrives, from where, roughly how many, who touches each one and where its data has to land. Ranked by where AI pays off first, with the product that fits each and anything that touches Florida rules called out.

  2. 02

    A pilot on your documents

    We run a sample of your real logistics and freight documents through CapturePoint 6, with a job set up from a folder of your own samples. You see which fields it reads, what it sends to review and why, and where the files land.

  3. 03

    A scope and a quote

    What the rollout covers, which systems we connect, how your team is trained and how support works after go-live, priced for your project.

The first conversation is free. Prices come in the quote, for your scope.

03 · Healthcare in Jacksonville

Win the appeal with the papers you already have.

A denial arrives by fax. The claim, the explanation of benefits and the referral that would win the appeal sit in three different places, and the appeal window keeps running while someone looks.

  • CapturePoint 6. Reads claims, EOBs, remittances and referrals on a Windows PC in your office, so patient information is not sent to an outside service to be read.
  • Content Central. Keeps the patient and claim record in the cloud or on your own servers, with permissions by document type and field and an audit trail of every view.

HIPAA Security Rule, in short

Asks for access controls and audit controls on electronic patient information. Content Central limits who sees each document type and logs logins, searches, views and deletes. Ademero signs Business Associate Agreements.

Healthcare RCMExample document types and fields
Document typeFields it reads
Health Insurance ClaimInsured, Patient, Payer, Billing Provider NPI, Total Charges
Explanation of BenefitsStatement Date, Member ID, Plan Name, Patient Responsibility
Provider Remittance AdvicePayer, Payment Reference, Payment Date, Payee NPI, Payment Amount
Specialist Referral AuthorizationReferral Number, Patient Name, Referring Provider Name, Referred To

And 2 more document types.

Florida rules

What Florida law asks of your documents.

The state rules that most often touch Jacksonville paperwork in the industries above, in plain words. We describe what the software does; whether you comply is for you and your counsel, and laws change, so confirm the current text.

Florida Information Protection Act (FIPA)

Florida Statutes, Section 501.171

Applies to
Businesses that acquire, maintain, store or use personal information about Floridians.
What it asks
Reasonable measures to protect electronic personal information; notice to affected people no later than 30 days after a breach is determined, and to the Department of Legal Affairs when 500 or more are affected; and records with personal information destroyed by shredding, erasing or making them unreadable when no longer kept.
What the software does
Permissions, multi-factor sign-in, an audit trail, and retention schedules with a destruction schedule.

Florida Digital Bill of Rights

Florida Statutes, Section 501.701 and following

Applies to
Only very large companies: more than $1 billion in global revenue plus one more test, such as earning half their revenue from online advertising. Most businesses are outside it; FIPA still applies to them.
What it asks
Consumer rights to access, correct and delete personal data, and limits on selling sensitive data.
What the software does
Full-text search finds the documents that name a person when a request comes in.

Physician medical records

Florida Administrative Code, Rule 64B8-10.002

Applies to
Physicians licensed in Florida.
What it asks
Patient records kept for at least five years after the last patient contact.
What the software does
A retention schedule that counts from the last visit, with any record held longer when needed.

Questions

What Jacksonville teams ask us.

You are in Florida too. Do you work on site?

We work remotely from Lakeland. Meetings, the pilot on your documents and training all run online, Monday to Friday from 8 AM to 8 PM Eastern, which is Jacksonville time.

Does the Florida Digital Bill of Rights apply to us?

Probably not: it is aimed at companies with more than $1 billion in global revenue that meet another test. FIPA applies to most businesses: reasonable security, breach notice within 30 days, and destroying records with personal information when you no longer keep them.

Can CapturePoint 6 read customs paperwork?

CapturePoint 6 reads commercial invoices with their line items, along with bills of lading, packing slips and delivery receipts. Importers keep entry records for five years, and a retention schedule per document type does that on its own.

Bring one logistics and freight document stream. We will show you what AI does with it.

Tell us where the paperwork piles up. The first conversation is free, and you leave it knowing whether AI is worth a pilot.

Book a free consultation(863) 937-0272
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