Different professionals. A common starting point.
An investigator needs to compare records. An adjuster needs to understand what supports an amount. A legal reviewer needs to distinguish observations from interpretations. An organized case file gives them a common starting point.
TrueDoc Legal brings the document work into a private workspace with authorized access. Users, responsibilities and scope are agreed during onboarding.
A workflow the team can follow.
Open a case, add the files and request the available analysis. Then review its observations and prepare the report that will support the next stage of work.
- Intake: identify the case and the available documents.
- Review: return to sources and compare dates, amounts and descriptions.
- Report: preserve findings, limitations and outstanding questions.
- Handoff: use references so another professional can examine the same observation.
What the report should explain.
A useful observation identifies what was found and its source document. A comparison should make both sides understandable. Missing information should remain explicit.
During evaluation, ask a second reviewer to follow an observation from the report to its source. Check whether they can understand it and identify the remaining verification without relying on the person who performed the first review.
Where it fits in your operation.
The scope is document investigation. Coverage decisions, payments, policy administration and field investigation follow their own processes. Connections to an insurer’s existing systems are reviewed as part of the scope; they are not assumed simply because the platform is in use.
The experience is being developed with Estudio Carvallo. Before onboarding a team in another market, we agree document types, operating languages, responsibilities and terms of use.
Bring the whole review team into the evaluation.
Include the investigator, the report reviewer and whoever authorizes data access. Choose representative cases and define the observable improvement your organization needs.
- Review time compared with your current process.
- Ease of locating the source behind each observation.
- Clarity of outstanding questions for the next reviewer.
- Incorrect readings and alerts that need human correction.