EVIDENCE-FIRST MEMO SUPPORT
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Run type
ManualKeep using the manual steps below, or start demo autopilot from this session's saved progress. It preserves current structure, drafts and human approvals, continues unfinished checkpoints and completes the remaining steps through supporting working papers. Stale drafts must be regenerated. The concise memo requires a separate AI synthesis and human review in Download.
Autopilot acceptances are for demonstration only, NOT human accounting review. Word will carry the same warning. Imported documents still require manual scan approval. Model work can take many calls.
Pause finishes the current workflow step. For a section draft this includes discovery, every review batch, consolidation and demo acceptance. Resume continues at the next unfinished step. Completed steps are not replayed. Leaving the page does not pause the server.
YOUR NEXT STEP
Open or create a session
Use Saved sessions or Create session in the sidebar. Your work is saved within that session.
How this workbench works
- Sources: use the public demo or import public transaction documents. Scan and approve each imported document. Analyze to identify facts and missing evidence.
- Structure: request a proposal or edit the standard headings. Approve explicitly, then generate the table of contents (TOC).
- Draft & review: choose a section and start its background draft. Wait for the final draft, inspect sources as needed, then approve. Repeat for each section.
- Download: after section review, generate and separately approve the concise AI synthesis for Word. Full supporting working papers are a separate download. Approval does not close open questions.
In manual mode, stage buttons only change what you see. Action buttons prepare an instruction; Run instruction starts the model request. Background work continues if you leave the page. Only demo autopilot accepts structure and drafts automatically, clearly labeled as not human-reviewed. Changing evidence, structure, assumptions or patterns can make saved drafts stale.
1. Prepare your sources
Open a session to see its evidence basis.
Public/non-NDA documents only. Imported files are not evidence until scanned and explicitly approved. Once documents are imported, the demo transaction is never substituted.
Add transaction documents: upload or public URL
Optional reviewer assumptions and instructions
These guide the work but are not verified evidence. Changes can invalidate existing draft approvals.
Optional: thorough background source analysis
Review every approved transaction passage in batches, then assess each topic. This takes more model calls than Analyze sources. It creates findings and questions, not a section draft or an approval. Guidance search is still non-exhaustive.
Background work
Saved checkpoints are processing progress, not approval or assurance of accounting completeness. You can leave and reopen this session.
Ask a question or prepare a workflow action
Instructions run only when you press Run instruction. Ad hoc questions do not change the approved structure.
2. Review and approve the structure
Not approvedThese are headings, not drafted content. Request a proposal or use the standard structure. Editing an approved structure makes section drafts stale.
Edit headings and inclusion
Section list / table of contents
Approve the structure, then generate a TOC.
3. Draft and review each section
Choose a section to see its saved final draft. If missing or outdated, prepare a new draft. Background checkpoints are not drafts to approve.
4. Download your working memo
Generate a concise whole-memo synthesis, review its conclusions and source citations below, then approve it explicitly before downloading. This approval is separate from section approval, including after demo autopilot. Missing evidence and conflicting positions remain disclosed; this is not an accounting opinion.
Working papers retain the complete section drafts, exact source quotations, issue histories and coverage diagnostics. They are available without approving the new synthesis, once all section drafts are current and approved or explicitly demo-accepted. The synthesis is never automatically accepted by autopilot.
Save prepared Word memoSection-by-section readiness
Optional: save and reuse organizational patterns
Owner-only precedent library
Publish only an approved working memo. Reuse is explicit and limited to reviewer-authored questions or organization, never prior facts or guidance.
RESULT VIEWER
No result selected
Run an instruction or choose a saved section. Final drafts, analysis answers and intermediate checkpoints are labeled separately here.
No result selected.
Supporting sources (optional inspection)
Exact passages supplied for this result. Included does not mean every point was understood. Per-request omissions are not rejected documents; use final draft coverage to assess combined batches.
Coverage, warnings and technical audit details
For checking completeness limits or troubleshooting, not the memo body. No completed process guarantees accounting sufficiency.
Questions, findings and saved history (optional review)
This is the supporting working register, not your memo. Questions can remain open after draft approval; only a reviewer closes them. Earlier findings must be re-established from current evidence.
Conversation and request history
Earlier instructions, responses and checkpoints. Opening one changes the result viewer, not the final saved draft.