Solutions
AI document review for advisory firms
Use AI to read, classify and summarise client documents, with every finding linked to its source and confirmed by the adviser responsible.
Advisory work often depends on reading large evidence packs: contracts, financial records, reports and correspondence. AI document review finds the relevant passages, extracts what matters and flags gaps, so advisers spend their time on judgement rather than searching.
Decide what a review must find
Start with the questions an adviser answers for each document type: which clauses, figures, dates or risks matter, and what counts as missing. We turn these into a review checklist that both the model and the reviewer work from, so results can be compared with the way the work is done today.
Link every finding to its source
Each extracted fact, summary or flag points to the page and passage it came from. Reviewers can confirm, correct or reject it in place. Nothing reaches a client deliverable without a named person accepting it, and the record shows what the AI proposed and what the adviser decided.
Measure the errors that matter
Overall accuracy hides the mistakes that cause harm. We test against documents your team has already reviewed and report missed findings, wrong extractions and false flags by document type and quality. You agree the thresholds for release with the people accountable for the advice.
Start with one document type
Choose a document type that arrives often and takes real time to review. Bring examples, including poor scans and unusual cases. Our advisory platform work combined AI-assisted analysis with expert review in the same workflow; we use that approach to set up a first release and measure review time before and after.
Take the next step
Explore the approach and evidence
Related work
- Turning a complex advisory process into a governed workflow
A governed, AI-assisted operating platform for a PE-backed UK advisory business.
Practical guides
Discuss your decision problem
Bring an example of the current process and the decision you need to improve. We can help define a useful first release and assess whether a build is the right next step.
