Define the required packet
Set the documents and review criteria needed for each vendor type.
In development · Vendor document review
Know what is missing before a vendor starts work.
We’re building a vendor-packet copilot for small service businesses. Compare submitted insurance certificates, agreements, and onboarding forms against the requirements your team defines.
Source-linked findings · Human review at each step
REVIEW BRIEF / 001ILLUSTRATIVE EXAMPLE
An insurance certificate needs follow-up
Fictional documents · sample findingHuman review
What the sample evidence says
A fictional certificate expires before the planned work period; the sample packet contains no updated certificate.
Planned output: links to supporting passagesA specific next step
Request an updated document and have the responsible reviewer confirm it meets the requirements.
Workflow preview · Illustrative documents and findings
Sources → findings → reviewed actions
DESIGNED FOROperations teams onboarding subcontractors and suppliers
The product workflow
Make the evidence easier to use.
Planned inputs: Insurance certificates, vendor agreements, tax-form presence checks, and onboarding checklists. The first release will focus on one repeatable workflow, with people reviewing the result.
Surface missing evidence
Claude will extract document fields, cite supporting passages, identify inconsistencies, and draft questions for a reviewer.
Approve a clear status
An operator reviews the packet and missing-document request. Coverage and compliance decisions remain with qualified people.
Built around evidence
Every finding should be reviewable.
The planned Claude integration will read source documents, reason across relevant passages, and produce structured drafts with references and open questions.
Clear sourcesLink the reasoning to the document passages that support it, and flag missing evidence.
A deliberate review stepQualified reviewers will confirm coverage requirements and approve each vendor packet.
A focused first releaseDocument uploads and reviewed exports first. Connected-system integrations will be considered after the core workflow works.
Product development
A focused first release.
What is the product designed for?
Operations teams onboarding subcontractors and suppliers. The workflow brings relevant documents, source-linked findings, and reviewed next steps into one packet.
What is on the roadmap?
The first release will support insurance certificates, vendor agreements, tax-form presence checks, and onboarding checklists, structured findings with citations, and reviewed exports. Connected-system integrations will follow the core document workflow.
How can I help shape the workflow?
Share the document review, questions, and handoffs your team repeats. We’re focusing development on a practical workflow that fits how your business operates.
A clearer workflow starts here.
Share the documents, questions, and handoffs that slow your team down.