01
Approved client export
Start with the file your agency approved for this review.
↓
BOOK READINESS
Know who needs a review
Turn an approved client export into a focused review queue—without guessing what matters.
PROPOSED WORKFLOW / FOUR STEPS
02
Check missing / stale fields
Surface records that need a closer look.
↓
03
Build review queue
Group the work so priorities are visible.
↓
04
Agent sets priorities
A licensed agent decides what moves first.
↓
◉ AGENT CHECKPOINT · Human review stays in the loop
Guardrail: A work queue organizes attention; it does not make coverage decisions.
