Document Compliance Reviews
Automatically Review and Score Documents for Compliance
Increase accuracy and output while ensuring brand and regulatory compliance. PerformLine automatically reviews marketing assets, like mailers or blogs, to provide fast compliance verdicts to any submitter.
Document Review Made Easy
Fast and Accurate Automated Compliance Verdicts
Automated Review
Each document is automatically reviewed and scored against the rules to provide fast and accurate pass/fail verdicts, increasing the volume and scope of review
Workflow for Review Tracking
Manage and monitor the document review process for more efficient remediation tracking and defensible quality control mechanisms
Email to Score
Upload documents or allow any department, external partner, or agent to email materials like PDFs or word files for an automatic regulatory and brand compliance score
Highlighted Findings
When reviewed and scored, any potential violation will be highlighted in the document and can be sent to the submitter as a Compliance Alert for remediation
Get in the fast lane with PerformLine’s Document Review
“Reviewing our direct mail pieces to ensure the terms and conditions are correct and accurate has been a labor-intensive job. By using PerformLine’s Document Review technology, we can receive automated verdicts on documents almost immediately, significantly improving our speed-to-market.”
— Upstart
Automated and Efficient
Deploy Rulebooks
Review every document using flexible rulebooks built on regulatory expertise and your brand guidelines
Score
Each document is scored which provides immediate approval or flags for issues that need to be addressed
Faster Review
Review only the documents that have flagged observations to streamline the process and improve speed-to-market
Discover. Monitor. Act.
Act quickly and effectively
An intelligent workflow engine to drive faster resolutions, reduce risk, and create efficiencies
Track Progress
Our centralized workflow captures and tracks all content submitted by internal departments and external partners, for one comprehensive and efficient process
Remove the Bottleneck
Exponentially increase volume and scope of review to expedite approved documents and pinpoint problems more efficiently
Document and Archive
Get Proof You Can Use™ with a complete history of discovery through remediation for any audit situation
Features
All-in-One Platform
Omni-Channel
Compliance oversight across web, call, message, email, document, and social media channels
AI-Driven Automation
To deliver more intelligent, automated, and scalable solutions
Multi-Language
Monitor multiple languages such as Spanish, Dutch, French, German, and more
Workflow
Centralize, assign, and track all activities from discovery through remediation
Reporting for All Levels
Compliance and performance intelligence for informed business decisions
Remediation
Track, validate, and document remediation across internal and external partners
Audit Trail
Keep a record of activities including screenshots, transcripts, and requests
Dashboard
One central compliance intelligence repository to see the big picture and small details
Rulebooks
Deploy industry rulebooks built from experience and expertise to ensure regulatory compliance