Start with what you have.
- Original source file
- Supporting documents
- Clear review question
- Correct version and date
The checklist shows what is still missing, so nothing has to be perfect on day one.
Documents
Bring a readable document and the question you need answered. ClerkOps helps you organise supporting evidence, prepare a review and see which details need another look, without losing the original source.
New Case · DocumentsCheck a supplier invoice before approving it.
“Review this document and identify key details, inconsistencies and missing information.”
Original source file Supporting documents Clear review question
Clerky is preparing
On it!- Document summary
- Extracted fields
- Missing information
- Source-linked findings
How it flows
- 01
Add source files
- 02
Review key details
- 03
Compare supporting evidence
- 04
Prepare the next action
Work you can act on.
Document summaryExtracted fieldsMissing informationSource-linked findings