We process the document before your team touches it.
Your team should not be spending reviewer time just to find out what's missing. We handle the first pass — completeness checks, missing-doc flags, structured summaries — so the file is ready before trained staff opens it.
How it works
- 1 You send sample documents and your checklist.
- 2 We calibrate the workflow to your rules.
- 3 Your team reviews the output in a simple queue.
What we do
We help operations teams remove repetitive first-pass document work before it reaches trained staff.
That means fewer cold opens, faster routing, and cleaner files for the people who need to make real decisions.
We do not automate final judgment. Human review stays in the loop.
Where this fits
We focus on four workflow types:
Flag missing fields and documents before a file reaches a reviewer.
Surface edge cases that need human attention before they stall a queue.
Check documents against required fields and regulatory criteria before review.
Verify report completeness and consistency before final submission.
First workflow — now available
FROI Pilot: workers' comp intake completeness
If your intake team is opening every First Report of Injury packet just to find out what is missing, that is expensive human time being burned on work a supervised workflow can handle first.
For each packet, the workflow
- Identifies the packet and intake date
- Checks for expected documents and fields
- Flags missing or incomplete items
- Creates a structured intake summary
- Sends the packet to a reviewer queue
Your team sees
- The original file
- The extracted summary
- Missing-doc flags
- Confidence level
- Approve / edit / escalate options
This pilot runs beside your current process, not inside your core system.
What a 30-day pilot includes
Start with one document family, one checklist, and a 30-day proof of fit.
- One workflow
- One document family
- Checklist calibration
- Reviewer queue
- Accuracy tracking against your rubric
- Final readout with next-step recommendation
Compliance posture
- During pilots, we work with synthetic or de-identified data whenever possible.
- Human review remains in the loop for all decisions.
- Pilots run in an isolated environment, and client data is not retained after the pilot concludes.
- For production workflows involving sensitive data, deployment, access controls, and contractual safeguards are scoped before go-live.
Ready to see it on your documents?
If this matches a real intake bottleneck on your team, send 20 de-identified sample packets and your current checklist. We will review them, show you how the workflow would run, and walk you through the output.