Evidence Review

Evidence review automation for advisory engagements.

Review client evidence files against control requirements, flag weak or missing support, reduce client back-and-forth, and draft source-backed reviewer notes.

Automate Evidence Review See Workpapers

What changes for your team

Move from repetitive work to decisions people can stand behind.

Evidence piles up fast

Advisory teams can receive large evidence sets for a single engagement: screenshots, exports, policies, tickets, access reviews, configuration files, and PDFs. Each item still needs to be inspected against control requirements, period coverage, and testing criteria.

Evidence is reviewed against the requirement

The workflow reads the control, request list, testing objective, and uploaded evidence, then checks whether the file supports the requirement.

Weak support is flagged early

Missing, stale, incomplete, contradictory, wrong-period, or irrelevant evidence is surfaced before senior review, with notes explaining the concern and the source material behind it.

Reviewers get draft notes, not black-box answers

The output is a set of reviewer-ready observations with citations and confidence signals that your team can approve or revise.

How it works

More than a chatbot on top of your documents.

The system works with approved data and tools, shows where important answers came from, handles exceptions, and brings the right person in when judgment is required.

Define the job clearly

Agree on the work, information, business rules, user roles, desired output, and what the AI is allowed to do.

Use the right information

Bring in only the approved documents, records, business data, control libraries, or playbooks needed for the task.

Make answers easy to check

Give your team findings, matrices, notes, data-backed answers, or work queues with sources and clear reasons for exceptions.

Measure before expanding

Track edits, accuracy, time saved, exception quality, and adoption before applying the system to more work.

Designed around your team

Fit the system to the way good work already happens.

Start with one recurring problem. Keep the parts of your process that require expertise, and improve the preparation and handoffs that slow people down.

Who this is for

Teams with repeatable client delivery workflows and repetitive senior review bottlenecks.

Audit support teams
Cyber compliance firms
Risk advisory teams
GRC consultants

What we prepare

Repeatable work that can be prepared with source citations before human review.

Evidence intake
Control requirement matching
Weak support detection
Exception note drafting
Reviewer queues

Outputs

Reviewer-ready artifacts shaped to your templates, evidence standards, and client delivery format.

Evidence sufficiency summaries
Missing evidence reports
Exception drafts
Source-backed review notes

What your team sees in practice

Clear steps, clear controls, and a clear role for people.

Your team can see how work moves through the system, where review is required, and what should be tested before the system is used more widely.

Ingest evidence files, request lists, controls, and testing objectives.

Classify files by control, system, period, and support type.

Flag missing, stale, weak, contradictory, or irrelevant support.

Draft reviewer-ready notes with source references and exception categories.

Reviewer controls

Controls that keep AI as a drafting layer and preserve professional judgment.

Evidence-by-control queue
Missing and weak support flags
Reviewer override tracking
Source-backed observations

A good place to start

The conditions that make this work suitable for a focused first release.

Evidence volume is high
Client back-and-forth is frequent
Support requirements are documented
Senior review time is spent on source-checking

Related ways to use it

Where your team could go next.

Once the first use case works well, the same trusted information and review patterns can support related work.

Cyber Compliance Workpapers ToD / ToE AI Support AI Workpaper Automation

FAQ

Frequently asked questions

Can it review evidence across many file types?

Yes. We can design workflows for PDFs, images, spreadsheets, policy docs, tickets, exports, and screenshots.

Does the system decide pass or fail?

No. The workflow drafts review notes and flags issues. Your reviewers make the final call.

Technology partnership

Build with an OpenAI Select Partner.

Recognized by OpenAI for helping organizations build, deploy, and scale AI solutions.

See how we approach security

Have something in mind?

Which recurring task is taking too much of your team's time?

Tell us about the review, diligence, reporting, data, or document work you want to improve. We will help you find a practical place to start.

Discuss your project View client work