Everything your ops team needs
A complete letter workflow built for regulated UK financial services, from AI extraction to compliance sign-off.
AI meeting note extraction
- Paste or upload any meeting note format (PDF, Word, plain text)
- AI identifies the correct template from your full library
- Structured extraction with per-field confidence scores
- Green (≥70%) and amber (<70%) confidence indicators
- 'Edited' badges track manual overrides for reviewers
Smart form editor
- All extracted fields in one structured form
- Override any value. Edits are tracked and visible
- Phonetic normalisation for dictated terms
- Soft facts integrated into opening narrative
- Sensible defaults for date and boilerplate copy
Compliance review workflow
- Dedicated compliance dashboard with review queue
- Section-by-section review with variable highlighting
- Inline commenting stored per section
- Approve or request amendments with one click
- Inline feedback banner so staff can resolve amendments fast
Branded document generation
- Professional .docx output with your firm's branding
- Custom header logo, colours and footer per tenant
- Variable interpolation across all sections
- Draft watermark for unapproved letters
- Download via secure, time-limited signed URLs
Role-based access control
- Three roles: Staff, Compliance, Admin
- Route-level and data-level protection
- Staff see only their own letters
- Compliance see all letters for review
- Admin manage users, templates and branding
Immutable audit trail
- Every action logged with timestamp and user
- Letter creation, edits, reviews and downloads tracked
- Filterable audit log UI for compliance and admin
- Records cannot be modified or deleted
- Exportable on demand for regulatory reviews
And more
Status tracking: Draft, Awaiting review, Approved, Needs amending
Pre-loaded templates including Openwork SAF-aligned wording
Low-confidence field highlighting for compliance reviewers
One-click .docx download at any letter status
Mandatory TOTP 2FA for every user
Multi-tenant white-labelling with per-firm branding
See it in action
Book a 30-minute walkthrough with our team.