Put your best person's checks to work across the team. We build AI workflows that compare documents with your requirements and bring back the gaps, exceptions and follow-ups, in the ChatGPT, Claude, Copilot or Gemini you already use.
Built for the AI you already use.
Claude
Copilot
GeminiIllustrative workflows. Built around each client’s own procedures and standards.
What your team brings to each run
This month’s certificates and the insurance clauses from the relevant leases or subcontracts.
The rules already built in
Check cover types, limits, additional insured and expiry. List missing or unreadable evidence separately from a match. Flag certificates expiring within the quarter.
Your manager decides what to chase and sends the prepared notes. The record shows what was checked and what still needs information.
Compare the inquiry with your export of clients and adverse parties. Return matches with their source matters and a draft intake note for the attorney.
Turn a field report into your investigation record and draft corrective actions with owners and due dates. Flag possible reporting obligations for the safety lead to resolve.
Check identification, account forms and source-of-funds papers against your checklist. Screen names against the sanctions lists your team supplies and list document gaps for the compliance officer.
Read a regulator’s notice against your policy library. List the clauses it touches and the source passages, giving your compliance lead a focused starting point.
The written requirement is only part of the job. Your expert knows where the evidence lives, what a common exception looks like and when to ask. We capture that knowledge from SOPs, loose checklists or a walkthrough, then build it into the workflow.
Your lead agrees what counts as a match, an exception and an unresolved item. We test the workflow against that standard, including incomplete cases, and show the misses before your team uses it.
Certificates in email. Requirements in contracts. Records in your compliance system. Start with those files and exports in your own workspace, with your procedure built in.
For an existing workflow, these introductory sprints offer a focused way to begin. Choose based on what’s already written down; each delivers one working AI workflow and handover notes.
You have an agreed procedure
$750
One written procedure built into a workflow, tested and handed over. Three days once the procedure, examples and workspace are ready. Five business days of defect support included.
The know-how needs capturing
$3,500
We capture one team’s procedures and build one priority workflow. About two weeks from the first interview, with ten business days of defect support after handover.
Introductory conversion offers, once per client, using files and exports. For a broader brief, explore team & company implementations. Establishing a function? Build a new capability. Integrations and ongoing development are scoped with you.
Bring the rule, a typical file and someone who knows the exceptions. We’ll work out how to put that knowledge to work for the team.