AI-Agents for Document Controllers in Document Review
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Link revised policy drafts to new reviews before handoff.
See what changed and who needs to review it before your revised policy draft moves forward.
10 toolsMark each new proof ready for review or list the missing details.
See whether a newly filed proof has what a reviewer needs, with missing details listed on its library entry.
5 toolsLink project files to summaries and flag uncertain details.
Get a JSON file with key facts from new intake documents, plus a short summary and clear notes on anything you need to review.
Mark duplicate project files across shared document folders.
Get a linked review list of exact copies across your shared folders, with extra files marked where they sit so you can decide what to keep.
Flag repeated files in submitted document packages.
Spot repeated files before you review a team's batch. Your folder shows flagged copies, and a results file shows where their matches live.
6 toolsAttach one ordered PDF packet to the project task.
Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.
5 toolsLink a revised SOP to its new review and earlier approval.
Your quality manager gets a linked SOP review showing the new step and required sign-offs before the revised procedure can be released.
7 toolsLink revised policy versions to the old decision and pending review.
Keep revised policies from moving ahead under an outdated sign-off, with changes and the next review ready for your compliance coordinator.
6 toolsShare the exact report revision and record who received it.
Your reviewers get a link to the right report revision, and you see who can open it and where delivery needs attention.
4 toolsKeep the replaced file and earlier sign-off linked to the new review.
Your delivery manager gets a fresh review when a client deliverable changes after sign-off, with the earlier decision linked and the handoff held.
7 toolsTrack revised drawing packages against prior approvals and hold handoff.
Your coordinator gets a linked review for changed drawing packages, while handoff waits for a current decision.
4 toolsVerify archive copies and link them from meeting notes.
Your team can find finished recordings in the shared archive, with a meeting note linking to the file and an alert when filing fails.
