Internal inquiries
Answer questions using company policies and hand unresolved requests to the right person.
The contract, approved templates and internal review criteria. Confirm permitted use and the information needed for this task.
Differences from the template and passages requiring review. Keep the source and assumptions available for review.
The responsible reviewer checks findings and consults a specialist when needed.
Test with representative work examples. Compare preparation time, correction effort and missed items with your current process. Decide how to handle missing data and exceptions, and confirm the integrations your existing systems allow.