Daily opportunity triage
Replace a broad unread queue with a smaller set of source-linked briefs ordered by explicit fit rules.
Use cases
The pilot supports defined workflows and standard inputs. It is not a custom consulting engagement.
Replace a broad unread queue with a smaller set of source-linked briefs ordered by explicit fit rules.
Surface when notice eligibility or classification appears outside the profile before deeper review.
Identify supported changes that may alter a previous first-pass assessment.
Apply standard exclusions and size thresholds so obvious mismatches are documented consistently.
Fit boundary
Requests that require custom integrations, professional interpretation, unsupported sources, individualized implementation, or a sales meeting are declined or waitlisted instead of creating a bespoke manual service.
Check eligibility