SOLUTION / DOCUMENTS & REVIEW
Document Intelligence
Process documents, find relevant evidence, compare versions and check explicit requirements in one review workflow.
- 01Two document versions and review requirements
- 02Content processed
- 03Requirements checked
- 04Document owner approves
- 05A source-linked, approved review packet
01 / THE PROBLEM
The answer is in the documents. The differences are easy to miss.
A document arrives for review. The relevant passages need to be found, version changes understood and explicit requirements checked before an accountable person can approve the record.
- Reviewers search whole documents for the same clauses repeatedly.
- Changes between versions are separated from the source passages that justify them.
- Unreadable pages, missing attachments and ambiguous wording can be overlooked.
02 / THE WORKFLOW
Follow the work, step by step.
- 01 / Rules & calculations
Documents registered
Document store
- 02 / AI-assisted
Content processed
Structured document extraction
- 03 / AI-assisted
Evidence found
Source retrieval
- 04 / AI-assisted
Versions compared
Document comparison
- 05 / Rules & calculations
Requirements checked
Review rules
- 06 / AI-assisted
Review packet prepared
Review drafting
- 07 / Human approval
Document owner approves
Document owner
- 08 / Rules & calculations
Review record filed
Approval register
Illustrative workflow from the synthetic demonstration. Your sources, systems and acceptance criteria are agreed during scope.
A document owner checks the sources and approves the reviewed record.
03 / INPUTS & OUTPUTS
Connect the context. Keep the evidence.
Typical systems
An approved document store, version history, requirement set and review register form the starting point. File types, scan quality, access controls and document volumes are scoped before promising extraction coverage.
What the team receives
- Processed content with document, version and passage references.
- A comparison packet showing changes and explicit requirement checks.
- A reviewed record with unresolved questions and approval ownership retained.
04 / ACCEPTANCE
Measure a useful change.
SUGGESTED SUCCESS METRIC
Document review preparation time
Measure review preparation time and the rate of missed or incorrectly reported differences on a reviewed sample. Keep extraction quality separate from the quality of the final human decision.
A measurement plan, not a customer result or savings guarantee.
Outside the authority of this workflow
A legal opinion, automatic contract signing or a claim that a checklist establishes regulatory compliance.
How we design the boundaries05 / QUESTIONS
Before you start.
Can it compare documents and check requirements?
Yes, within an agreed document and requirement scope. The reviewer sees changes, source references and explicit checks. Ambiguous interpretation is routed for review.
What happens with a poor scan or missing page?
The workflow flags the gap and pauses or requests a usable source. It must not silently substitute invented text for unreadable material.