Document Review and Extraction
Read Long Document Packs in Minutes
The reading is done before your team opens the file, with every extracted figure linked to the page it came from.
The problem
Long documents are read line by line by qualified people: leases, contracts, deal packs, prior year files.
The work is slow, it is hard to schedule, and the risk is in what gets missed at the end of a long day.
What the system does
- 01Extracts the terms, dates, figures and obligations that matter for the engagement.
- 02Compares each one against the prior year, the precedent or the agreed template.
- 03Flags differences and gaps for review, with a link to the page behind every figure.
- 04Leaves the judgement, and the final file, to your team.
The numbers it moves
- Review hours per pack
- Measured per engagement, comparing the time to first review before and after.
- Margin on fixed-fee jobs
- Document-heavy jobs are usually the ones that overrun, so the effect lands in margin.
How it is proven
Every extracted figure cites its source page, so a reviewer can confirm it in seconds rather than re-reading the document.
Questions
- How accurate is the extraction?
- Accurate enough to speed up review, not to replace it. Every figure is cited, anything uncertain is flagged rather than guessed, and a person signs off the file.
- What document types does it handle?
- Whatever your engagements involve, most commonly leases, contracts, loan agreements, deal packs and prior year files. Scope is set during the Audit.
- Where do the documents go?
- They stay in your own environment. Access is limited to what the system needs, and every action is logged.
Would this pay for itself in your practice?
A 30-minute call to talk through how your practice runs this work today, and whether an Audit is worth doing. If it is not, we will say so.
Last updated 29 September 2026