"I didn't have to notify my clients, like, hey, now you're going to send the information like this. They weren't affected. They kept sending the information as they usually would... It was tailor made to us and my employees, their data import, their day to day was just simplified"

How Wythe Customs House Built a Next-Generation Brokerage While Preserving Three Generations of Family Excellence with Intelligent Document Automation:

In this DocUnlock customer interview, Maria Mejia (Licensed Customs Broker and Manager) of Wythe Customs House shares how DocUnlock's intelligent document processing empowered their 2019-founded US brokerage - a sister company to their Mexican family operation dating back to her grandfather - to deliver modern efficiency without sacrificing the personal touch that defines their multi-generational legacy.

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KEY INSIGHTS & BREAKTHROUGH MOMENTS:

→ Zero-Disruption Client Experience

‍Wythe achieved complete automation without requiring ANY changes from their clients. As Maria emphasizes: "They weren't affected. They kept sending the information as they usually would, different clients in different ways." DocUnlock adapted to each client's existing document formats and workflows, making the transformation invisible to customers while revolutionizing internal operations.

→ Trust Evolution Through Intelligence

‍"I was kind of scared at the beginning... the more repetitive and more operations go by, the smarter it gets. So then I'm less and less worried." The system's self-improving capabilities transform initial skepticism into confidence, with Maria learning to trust the AI more than she initially expected.

→ Liberation from Manual Data Entry

‍Previously drowning in high-volume manual processing, Wythe's team gained crucial time for strategic work. Employees can now run reports independently, conduct compliance reviews, and focus on client consultation - all while stress levels dropped significantly.

→ Rapid Regulatory Adaptation

‍"Especially today with the tariffs... there are so many things that looking at an invoice, it may seem one way, but in reality you can fall into different tariffs or different regulations." DocUnlock enabled the team to navigate complex, rapidly changing regulations while maintaining accuracy.

→ The Human-AI Partnership Model

‍"There 100% needs to be a person, a thinking person behind this... You need to interpret into law what a robot cannot today decide for themselves." Wythe demonstrates how AI amplifies human expertise rather than replacing it, with brokers focusing on interpretation, client communication, and regulatory judgment.

→ Onboarding Simplicity

‍"The onboarding was honestly the easiest part for me" - each importer implementation happened in days, not months, with DocUnlock asking simply: "How do you receive information? Where do you want me to pull the information from? What's important to you?"

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BUSINESS IMPACT HIGHLIGHTS:

• Eliminated manual data entry across high-volume operations
• Freed management from constant oversight of reports and compliance
• Enabled 24/7 customer service without burning out staff
• Reduced employee stress while increasing analytical capacity
• Maintained personalized client relationships at scale
• Simplified complex tariff and regulatory compliance management

TECHNICAL CAPABILITIES DEMONSTRATED:

• Adaptation to multiple client document formats without standardization
• Self-learning system that improves with repetition
• High-volume document processing capabilities
• Integration with existing email and document workflows
• Automated report generation and compliance checking
• Handling of complex regulatory interpretations and tariff classifications

WHO SHOULD WATCH:

• New customs brokerages seeking competitive advantage
• Family businesses balancing tradition with innovation
• High-volume operations struggling with manual processes
• Companies facing complex tariff and regulatory changes
• Leaders wanting to reduce employee stress while improving service

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Wythe Customs House's story shows that DocUnlock enables modern brokerages to honor their family legacy while embracing innovation, showing how three generations of customs expertise combined with AI creates an unbeatable formula for personalized service at scale.