A guide that starts with the case file.
The document review checklist follows a path from taking inventory of the available material to communicating unresolved questions. Use it to prepare an internal discussion about how your team reviews documents.
Examples that explain without exposing cases.
Website demonstrations are fictional. They show how an observation relates to its source and the next question; they do not present conclusions about real policyholders or clients.
- Organize supporting records
- Compare with context
- Keep sources and limitations visible