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Press Release

PerformLine Adds New Features to its Document Review Channel to Enhance the Automated Compliance Oversight Process

January 25, 2024

(MORRISTOWN, NJ)—Today, PerformLine, a leading provider of automated compliance solutions, announced the release of new features in its Document Review channel, which further establishes PerformLine as a best-in-class solution to meet the enterprise pre-production review and live monitoring compliance needs of its clients.

The review and approval of documents like direct mailers, blog posts, and sales sheets to ensure compliance with multitudes of regulations has been one of the most time-consuming manual tasks compliance and content controls teams undertake, oftentimes causing bottlenecks in getting materials to market quickly.

With PerformLine’s Document Review, clients can have all types of content (PDFs, word docs, etc) automatically reviewed and scored against any number of rulebooks (federal, state, industry, or specific brand guidelines). This process provides consistent, fast, and accurate compliance verdicts in minutes, allowing approved documents to move ahead quickly while flagging those that failed for further inspection.

Key features of PerformLine’s Document Review include:

Enhanced Document Viewability:

  • The original submitted document shows dynamic highlights of the potential compliance violations for a clearer, more intuitive view
  • Grayscale mode enables enhanced contrast and visibility of highlighted content on color or text-heavy documents

Shareable Compliance Alerts:

  • A Compliance Alert for each scored document provides a comprehensive summary of the compliance observations and is automatically sent to the submitter for revisions
  • Alerts foster efficient communication and collaboration within the compliance workflow and provide a trackable history of approvals

Flexible Submission Options:

  • Internal teams, partners, and third-party providers can submit documents for review and receive feedback via email without the need to log in

“Document Review continues to be a game-changer for compliance and content controls teams,” said Julie Keppner, Vice President of Product at PerformLine. “These features not only streamline the review process but also provide a more intuitive and comprehensive way to manage compliance approvals.”

PerformLine remains committed to empowering organizations with innovative tools that simplify and enable a comprehensive compliance review process, from pre-production verdicts using Document Review to live compliance monitoring across the web, social media, emails as well calls and messages. PerformLine mitigates risk in marketing and sales channels while providing efficiency through automation.

For more information about PerformLine, please visit

About PerformLine

PerformLine is the leading platform for omni-channel compliance oversight. Its cloud-based platform is mission-critical for companies to discover, monitor, and act on compliance risk in their marketing, sales, and partner channels. Through sophisticated technology, the PerformLine platform provides end-to-end marketing compliance automation, from the review of material before publication to continuous live monitoring across consumer-facing channels, including the web, email, social media, calls, and messages. PerformLine is trusted by consumer finance brands and global organizations to make efficient marketing compliance their competitive advantage.

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