Workflows and Tabular Review
newimproved
Automate recurring work, and review large document sets in a structured grid.
New
Workflows: chain triggers, checks, prompts, documents, emails and time logging into a fixed, repeatable order.
Tabular Review: ask the same questions across a set of documents and get a structured grid back, with Excel export and an audit trail per answer.
Improved
Office editing: Andri edits your existing Word or Excel file instead of creating a new copy.
Sharing protection: an extra verification step before sharing a case that has email or cloud connections.