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Reviewer
Review Queue
Documents sent to you for audit
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Reviewer Settings
Identity
Reviewer Signature
Upload a Word document (.docx) containing your signature. The AI will extract the signature image and save it to your profile. It can then be appended to documents when you send them back.
✍
Upload signature .docx
Drop a Word doc with your signature
✓ Signature saved
Signature will be appended when you click ✍ on a document
Preview Document
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Add Enclosures
Scanning folder…
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⬇ File downloaded
document.docx
Click the file in your browser's download bar to open it in Word
For Demo Purposes Only
No templates yet
Tap Settings ⚙ above to add your first Word template.
File Number
When a reports folder is configured in Settings, the most recent matching report will auto-load as a reference when you start dictating.
Reviewed & Returned
Documents from reviewer
No reviewed documents yet.
Documents approved by your reviewer will appear here.
Documents approved by your reviewer will appear here.
Active Files
Pulling Data From The Cloud
Settings
Configuration
1
Template created
PENDING
2
Output folder selected
PENDING
System Ready
Prior Reports
Reports folder
Point to the folder where your Word reports and letters are stored. When you enter a file number on the home screen and press Start Dictating, the most recent matching document will automatically load as a reference.
No folder selected
Browsers require re-selecting the folder each session (security restriction). Your folder name is saved.
Active Files
File listing label
Choose how each file is labelled in the Active Files panel. Client Name uses the name extracted when you created the file — falling back to the folder name if no metadata has been saved.
Step 1
Add your template
Option A
Upload a Word template
Drop in a .docx file you've already built with your placeholder fields inside.
Drag & drop or click
.docx files only
Option B — AI Auto-Generate
Build from an old report
Drop in a completed report. AI reads the headings, body text, and structure — then writes a blank template with dynamic numbered sections (1A, 1B, 2A, 2B…).
Drag & drop a completed report
Any old .docx report — AI will extract the structure and generate a clean template
Reading document…
Step 2
Name this template
Signatures Template
This document requires signatures, dates, or typed fields
IDLE
—
Active Template
✂ re-record from here
0:000:00
0:00.0
/
0:00
00:00
Tap to start recording
Transcription
Your spoken words will appear here after transcription…
0 words
editable before generating
Report Generated ✓
Prior Report Reference
No report uploaded
No prior report loaded
Enter a file number on the home screen
and it will auto-load when you start dictating
and it will auto-load when you start dictating
IDLE
Recorded Statement
Upload audio · Transcribe · Format to template
Statement Template
Active Statement Template
Step 1
Upload statement audio
Tap to choose audio recording
MP3 · MP4 · M4A · WAV · OGG · WEBM · AAC
or record live instead
Statement Formatted ✓
READY
New File
Create File from Documents
Drop any documents related to this claim — police reports, medical records, letters, photos, correspondence. AI will scan each one and extract key details that auto-fill your report templates.
Step 1 — File Reference
Step 2 — Upload Documents
Drop documents here or click to browse
PDF · DOCX · TXT · JPG · PNG — multiple files supported
◈ DROP ZONE DEBUG LOG
Photos
Alerts
No alerts yet.
Click Scan All Files to have AI read your documents
and find upcoming dates and deadlines.
Click Scan All Files to have AI read your documents
and find upcoming dates and deadlines.
File Details
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Email
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Step 1
Select a file
Step 2
Select a template
Active Templates
Active Files
Step 1
Upload Word template
Tap to choose .docx file
Word documents only
Step 2
Name this template
Tip: include the word Statement in the name to enable statement mode.
Signatures Template
Requires signatures, dates, or typed fields
Step 2b — Optional
Keep these words
◈ Non-heading phrases that should never be removed — e.g. cease and desist, without prejudice.
◈ While dictating say: "After the words cease and desist, write…"
◈ While dictating say: "After the words cease and desist, write…"
Active Files
Select a Reports folder in Settings to see your files here.
—
Active Template · tap to change
Active File · tap to change
Select File
✂ re-record from here
0:000:00
0:00.0
/
0:00
00:00
Tap to start recording
Transcription
Your spoken words will appear here after transcription…
0 words
editable before generating
Report Generated ✓
Settings
App configuration
Report Delivery
Report Email
◈ Reports are emailed to this address after every dictation session.
◈ Set up your templates on the desktop version first — those settings carry over automatically to mobile.
◈ Set up your templates on the desktop version first — those settings carry over automatically to mobile.
Sync
Cloud Sync
Account
Recorded Statement
Upload audio · Transcribe · Format to template
Statement Template
Active Template
Step 1
Upload statement audio
Tap to choose audio file
MP3 · M4A · WAV · MP4 · OGG · AAC · FLAC
or record live instead
Statement Formatted ✓
Photos
Enter a file number or choose from the list
Active Files
Sync Debugger
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Adjust Alignment
This feature is designed for templates that have alignment issues. AI will attempt to adjust margins to provide better alignment.
If the sample document you've uploaded doesn't have alignment issues, don't proceed with this adjustment.
If the sample document you've uploaded doesn't have alignment issues, don't proceed with this adjustment.
Template