Bring the paperwork together. Keep the review clear.
Connect claims, policies, submissions and supporting documents into a workflow that helps your team find information, prepare a review and keep the next action controlled.
Prepare a submission for review.
Bring the documents together, identify the relevant information and flag missing material before the reviewer picks up the work.
Follow the workflow| Document | Prepared check |
|---|---|
| Submission form | Information extracted |
| Policy wording | Relevant passages identified |
| Supporting schedule | Missing field flagged |
A clearer view of document-heavy work.
Help the team prepare the material it needs without losing the connection between a draft output and the source document.
Find policy context
Retrieve the selected policy documents, guidance and supporting material for a defined request.
Prepare document comparisons
Extract and organize relevant information across the documents your reviewer needs.
Flag missing context
Prepare missing-field or document questions for a person to check before the work advances.
From your process to a working system.
Start with a focused workflow, connect the information it needs and build the review steps into the implementation.
Gather the relevant material
Map the documents, sources and request types included in the initial workflow.
A bounded document set.Prepare the review
Retrieve and organize the information needed for a checklist, comparison or draft summary.
The relevant context in one place.Keep the next action controlled
Route the prepared output to the responsible reviewer and define any approved tool action.
A review before the process continues.
Your stack sets the shape.
Build around the knowledge and applications your team already uses. We define the connections needed for the first workflow and where its models run.
100+ integrations, with public and private model options. The sources, actions and deployment choices for your workflow are agreed during implementation.
- Knowledge sources
- The documents, knowledge sources and existing applications needed for your selected workflow.
- Connected actions
- Defined tool actions and handoffs, with the permissions and approval rules your process needs.
- Model options
- Public or private models selected around your data, deployment and workflow requirements.
Google DriveMicrosoft 365
Slack
Notion
Salesforce
HubSpotKeep control part of the system.
The workflow prepares information for the team. Its sources, access and approval points should be explicit.
Selected sources
Agree the policies, submissions and records the system can use.
Document evidence
Keep prepared information connected to the source material.
Reviewer control
Define the review step before an output is shared or an action proceeds.
A few practical questions.
Can it help with both policies and submissions?
The first workflow can draw on the source types relevant to your process. We agree the document scope and expected output during the audit.
Does the example make a coverage decision?
No. It illustrates document preparation and missing information flags for a reviewer. The team owns the decision and the workflow boundaries.
Can we build around our current applications?
We map your existing applications and the integrations needed for the selected process, then define the permitted read and action steps.
Start with one document review.
Bring the process where paperwork slows your team down. We’ll map the information, reviewer and next step.
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