Less time searching. More time putting it right.
Turn a stack of records into a clear action list. We build AI workflows that check the work against your standards and surface the gaps, exceptions and missing information.
Built for the AI you already use.
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Claude
Copilot
Gemini
Monday's review, already prepared.
Bring the week's export of open matters. Get the overdue tasks, unassigned work and quiet matters together, with draft follow-up notes.
Illustrative example: a litigation firm's weekly matter check.
The firm's review standard
Open matters · Weekly check
- Every open matter has a named owner.
- Overdue tasks are listed with the person responsible.
- No activity for a month triggers a review.
- Each finding comes with a draft note for follow-up.
The operations manager's way of checking, built into the workflow.
The review your manager gets
This week · Matter check
- Commercial lease disputeOwner named. Tasks current. Required checks met.
- Employment claimTwo overdue tasks have no owner. Assign responsibility and confirm next steps.
- Partnership disputeThe named owner has left the firm. Reassign the matter.
- Estate administration · Could not assessNo recent activity in the export. Confirm whether the matter is still open.
Prepared from the export. The operations manager confirms findings, assigns owners and sends the notes.
Build in the things your best reviewer knows to look for.
The checklist may already be written. Or the review may be a set of questions someone has learned to ask over years. We turn either starting point into a repeatable workflow in your ChatGPT, Claude, Copilot or Gemini.
It can compare certificates with lease requirements, invoices with engagement terms, or project records with a closeout checklist. Your requirements define the check.
Give the reviewer a useful place to start.
- The exceptions, with their source.Show what needs attention and the record behind it, so someone can verify the finding.
- The next action, prepared.Draft the follow-up note or question, ready for the person responsible.
- The unknowns, made visible.Missing evidence stays on the list to resolve. It isn't counted as a clean result.
Test the details that are easy to miss.
We test against your standard, including missing owners, expired documents and incomplete records. Your expert judges the output against their own review before the workflow goes into regular use.
How we testHow people stay in charge
Measure the whole review.
Track preparation time, review time, records checked and useful findings. Include the effort of correcting false flags. You get a practical view of what the workflow adds to your week.
Bring the check you never have enough time for.
A weekly list, a set of requirements and someone who knows what to look for. We'll work out how to turn them into a review your team can run.
Written procedure? Start with the 3-Day SprintKnow-how to capture? Start with the 2-Week Sprint