Entry packets built while the vessel is still at sea
Commercial invoices, packing lists, certificates of origin and a bill of lading — from six suppliers in four languages, needed as one entry packet before the container is discharged.
The organisation
A licensed customs brokerage of seventeen staff filing around four hundred entries a month for importers moving through Savannah and Charleston.
The problem
Entry packets were assembled from supplier documents arriving in any format and any order, against a clock set by the vessel.
What changed
One preset per entry type, OCR on everything inbound, and the packet assembled from the shipment file as documents arrive.
The result
Median packet assembly from 40 minutes to 9. Documentary holds down by about two-thirds.
The organisation
Meridian Customs Brokerage is a licensed brokerage of seventeen staff — six entry writers, four client-service coordinators, three compliance specialists and administration — filing around four hundred entries a month for importers moving goods through Savannah and Charleston.
The brokerage does not own the timetable it works to. A vessel arrives when it arrives, and the entry has to be ready before the container is available for discharge, or the container sits and the importer pays for it to sit.
The problem
An entry packet is a small, strict bundle: the commercial invoice, the packing list, the bill of lading, and whichever certificates the commodity and the country of origin require. For a shipment consolidating goods from six suppliers, that is six invoices and six packing lists, arriving separately, in four languages, in whatever format each supplier's office happens to produce.
What arrives is rarely a document. It is a photograph of an invoice on a desk. It is a scan at an angle. It is a fifteen-page PDF containing three invoices and a delivery note. It is a spreadsheet printed to PDF at a scale that makes the line items unreadable.
The entry writer's job was to turn that into one ordered packet, correctly oriented, legible, with the pages that matter present and the ones that do not absent. Assembly took a median of forty minutes, and it happened under a clock that had started when the vessel sailed.
When a packet was wrong — a rotated page, an invoice missing a page, an illegible line item — the entry went to a documentary hold. A hold costs demurrage, and demurrage is charged by the day to the importer, who is the brokerage's client and who reasonably regards a documentary hold as the brokerage's fault.
What they tried first
The brokerage tried to fix the problem at the supplier end: a document standard issued to importers to pass on to their suppliers, specifying format, resolution and one document per file. Compliance with it was, by the brokerage's own count, about eleven per cent, and the eleven per cent were the suppliers who had never caused a problem.
It then added a documents coordinator whose job was to normalise everything inbound before it reached an entry writer. This worked and it cost a salary, and it moved the forty minutes rather than removing it. It also introduced a handoff, and during the 2025 peak the handoff became the queue.
A third attempt used the importers' own portals to collect documents. Three of the largest importers had portals. The remaining sixty-odd did not, and the brokerage now had two intake paths to watch.
What changed
Everything inbound goes through OCR on the way in, whatever it is — photograph, angled scan, printed spreadsheet. Pages are rotated to their correct orientation as part of the same pass. The result is that the entry writer opens a searchable document rather than a picture, which is the difference between reading a packet and hunting through one.
Each entry type is a preset: the packet order, the dividers and what must be present. Documents are placed into the preset as they arrive rather than held in a folder until they are all there, so a shipment file grows into a packet over the days before arrival instead of being built in one session on the day.
A fifteen-page PDF containing three invoices is split at the point of intake, and each invoice goes to its own slot. The index is generated from the slots, so the packet's contents page is a statement of what is actually in it.
The finished packet is flattened on export, which the brokerage adopted after a filing was queried over an annotation that an entry writer had left on a page and forgotten.
How it was put in
Two entry writers piloted the OCR-and-rotate intake step alone, without the presets, for a month. That step on its own took median assembly from forty minutes to about twenty-two, and it was the step that needed no change to anybody's habits — which is why it went first.
The presets followed, one entry type at a time, built by the compliance specialists rather than the entry writers. That division was deliberate: the compliance team owns what must be in a packet, and encoding it as a preset made a compliance rule into a working default rather than a document that entry writers were expected to have read.
The documents coordinator role was kept through the transition and for two months after it, deliberately, so that nobody was choosing between the new process and their job. It was then folded into client service by agreement.
The result
Median packet assembly is nine minutes, from forty. Four hundred entries a month at thirty-one minutes saved is most of a full-time position, and the brokerage did not take that as headcount — it took it as slack against peak, which is when the cost of being late is highest.
Documentary holds fell by roughly two-thirds. The brokerage tracks demurrage attributable to its own documentation as a KPI to its clients, and that figure is now small enough that two importers have stopped asking about it in quarterly reviews.
The change the entry writers name is not the time. It is that a packet is now mostly finished before the vessel arrives, so arrival day is a check rather than a scramble.
The vessel does not care that the invoice arrived as a photograph of a desk. It arrives when it arrives, and the packet has to be ready. Now most of it is ready three days early.
What they use
- Merge
- OCR
- Jurisdiction presets
- Exhibit dividers
- Hyperlinked index
- Reorder pages
- Rotate
- Flattened export
- Export PDF