Add the finished file
Pick the program and the date, name the people, and drop in the documents.
- PDFs, scans, photos, and text
- Up to 300 pages in one review
- A checklist shows what is missing
How it works
From a finished file to a short list of what to fix.
The last step of your own process: every document read against every other, and against the program's checklist.
Confirm what leaves your computer
Nothing is uploaded until you say so.
- Encrypted on this computer, opened only in memory
- Names and identifiers replaced before the AI step
- Deleted when the review ends
The review runs
Watch each stage, from encrypting to the report, or cancel. If the connection drops, it stops and is not counted.
Work through the report
Each finding shows the quote it rests on.
- Open the page behind any quote
- Resolve, or dismiss with a reason
- Copy the question for your client
Take it away, and check again
Draft a letter, or export a PDF in your firm's name. Replace a file and check again to see what was fixed.
Who does what in a firm
Owner
Manages the firm: members, keys, settings, and the plan.
Licensee
Runs reviews and signs off letters, once their licence is checked.
Staff
Runs reviews and drafts letters for a licensee to sign off.
Billing contact
Sees the plan and invoices. Never a report, a letter, or a client label.
Each firm's licence is checked by hand before its first real file. The sample case is open until then.
Give your next file one more careful read.
The first 10 licensed firms get 20 free reviews a month, then half price for a year.
Rather talk first? Call +1 437 972 1052 or WhatsApp us.