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[DOCUMENT REVIEW]

Proactively Review
and Score Documents

Accurately and efficiently with automation

Review Made Easy

Fast and Accurate Automated Compliance Verdicts

document-review from performline
Automated Review

Each document is automatically reviewed and scored against the rules to provide fast and accurate pass/fail verdicts;  increasing the volume and scope of review

Workflow for Review Tracking

Manage and monitor the document review process for more efficient remediation tracking and defensible quality control mechanisms

Email to Score

Upload documents or allow any department, external partner or agent to email  materials like PDFs or word files for an automatic regulatory and brand compliance score

Get in the fast lane with PerformLine's Document Review

woman reviewing documents in front of laptop
quotes

Reviewing our direct mail pieces to ensure the terms and conditions are correct and accurate has been a labor-intensive job. By using PerformLine’s Document Review technology, we can receive automated verdicts on documents almost immediately, significantly improving our speed-to-market.

 

-Upstart

Automated Verdicts

  • Deploy Rulebooks

    Review every document using flexible rulebooks built on regulatory expertise and your brand guidelines

  • Score

    Each document is scored which provides immediate approval or flags for issues that need to be addressed

  • Faster Review

    Review only the documents that have flagged observations to streamline the  process and improve speed-to-market

Act Effectively and Efficiently

Faster resolutions, reduce risk, and create efficiencies

Track Progress

Our centralized workflow captures and tracks all content submitted by internal departments and external partners, for one comprehensive and efficient process

Remove the Bottleneck

Exponentially increase volume and scope of review to expedite approved documents and pinpoint problems more efficiently

Document and Archive

Get Proof You Can Use™ with a complete history of review through approval for any audit situation

Features

Omni-Channel

Compliance oversight across web, call, message, email, document, and social media channels

Workflow

Centralize, assign, and track all activities from discovery through remediation

Audit Trail

Keep a record of activities including screenshots, transcripts, and requests

Driven by AI and Machine Learning

To deliver more intelligent, automated, and scalable solutions

Reporting for All Levels

Compliance and performance intelligence for informed business decisions

Dashboard

One central compliance intelligence repository to see the big picture and small details

Multi-Language

Monitor multiple languages such as Spanish, Dutch, French, German, and more

email

Remediation

Track, validate, and document remediation across internal and external partners

Rulebooks

Deploy industry rulebooks built from experience and expertise to ensure regulatory compliance

Pro Services: Get Extra Bandwidth

Get the expert help you need, without increasing your headcount. Put our Pro Services team to work as your compliance QA and remediation team.

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