Automate the handoffs. Keep the judgment human. BETA
Review Workflow Builder configures evidence checks, routing rules, exception queues, and deadlines around your case files, then stops at every judgment-shaped step for a named human approval. No automatic denial, coverage decision, compensability call, verdict, medical opinion, or certification leaves the workflow without someone accountable signing off on it.
Build the workflow your queue already runs — just faster.
Configure the evidence checks each file must pass, the rules that route it to the right reviewer, and the exception queues that catch what doesn't fit the standard path — all in one workflow, mapped to the process your team already runs.
The approval gate that can't be skipped.
Wherever a workflow reaches a denial, coverage call, compensability decision, medical opinion, or certification, the platform inserts a mandatory gate: a named person must approve before the file moves on. It's a step in the process design that no configuration can remove.
Every transition explainable and logged.
Each routing decision, exception, and approval writes into the same append-only trail used by Audit Trail & Chain of Custody, so the workflow's own history is provable, not just the file's.
AI drafts the queue. A named human approves the call.
Review Workflow Builder cannot produce an automatic denial, coverage decision, compensability decision, verdict, medical opinion, or certification. Any judgment-shaped output always requires a named human approval step — that gate is not a configuration option, it's built into the workflow itself.
Every transition through the workflow is explainable and logged, so the process behind a decision is as reviewable as the decision itself.
From configuration to a logged, human-approved outcome.
Three steps — you design the process once, the platform runs the handoffs.
Set the evidence checks, routing rules, exception queues, and deadlines your process needs.
Cases flow through checks and exception queues without manual handoffs.
Every judgment-shaped step stops for a real person's sign-off before the file advances.
Who configures a review process on it.
Any team with a repeatable review process and a hard rule that a person signs off on the decision.
Route claims through evidence checks with a named adjuster approval.
For carriersStandardize the handoff across multiple clients' review rules.
For TPAsStandardize intake and file-readiness checks before attorney review.
For law firmsRoute reports through evidence checks before the examiner's sign-off.
For IME orgsReview Workflow Builder, answered.
It's a configuration layer for building your own review process on top of the platform: evidence checks, routing rules, exception queues, and deadlines, with mandatory human approval gates placed wherever a judgment-shaped step occurs. You design the workflow; a named person still signs off on the calls that matter.
No. Review Workflow Builder cannot produce an automatic denial, coverage decision, compensability decision, verdict, medical opinion, or certification. Any output shaped like a judgment always stops at a named human approval step before it moves forward — that gate cannot be configured away.
Anything that reads as a decision rather than a fact or a routing step: approving or denying coverage, determining compensability, issuing a rating or opinion, or certifying a finding. Evidence checks, routing, and reminders are automatable; the judgment step itself is not.
Yes, in beta. Review Workflow Builder is live and testable now; we're refining it hands-on with early customers, and if your review process is a good fit we'll help you configure it directly.
Every transition through the workflow — a routed file, an exception raised, an approval granted — is timestamped, attributed to a named user, and written into the same append-only trail used by Audit Trail & Chain of Custody, so the workflow itself stays explainable after the fact.
Related capabilities.
Route the same file to two or three reviewers for high-value cases.
An opt-in QA layer for reviewing your own workflow's decisions.
The append-only log every workflow transition writes into.
The upstream signal that often feeds into a configured workflow.
Automate the routing. Never the judgment.
Join the beta and we'll help you map your review process into a workflow, approval gates included. Handled under our BAA.