Documents and intake
How do I reduce time spent reviewing the same types of documents?
Separate predictable checks from judgment. Automate extraction, required-field checks, duplicate checks, and simple rule comparisons, then show reviewers only the fields or documents that need attention. This keeps people focused on exceptions instead of rereading every document from the beginning.
What to check
- Which checks are the same for every document?
- Which conditions require judgment?
- Can reviewers see only the exceptions that need attention?