First-pass document review, 8 minutes to 90 seconds
A review workspace where the system drafts a recommendation with citations and a licensed reviewer confirms — cutting review time by 80% while making every decision auditable.
Where they were
A team processing 4,000 client submissions a month spent most of its time on files that were obviously complete.
Decision quality varied between reviewers with no measurement, and regulatory audits meant reconstructing reasoning from email threads.
Any solution had to keep a licensed human as the decision-maker of record.
What we did
01Citations first, automation second
Every extracted field links to the page and paragraph it came from. Reviewers verify against the source in a click — the trust that buys is what made the rest possible.
02The system recommends; a person decides
A drafted outcome with stated reasoning and confidence, always signed by a licensed reviewer. Low-confidence submissions route to senior staff automatically.
03Versioned the policy layer
Eligibility rules carry effective dates, so past decisions remain explainable under the policy that was live when they were made — a requirement the regulator confirmed in writing.
04Watched for drift with override data
Reviewer overrides feed a continuous evaluation loop. When agreement drops on a category, the team hears about it that week rather than at the next audit.
“Our regulator's first question was whether a human still decides. Because we could show the whole trail, that conversation lasted ten minutes.”
What it was built with
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