Request a Demo

Document Prescreen Agent

Right document, first ask.

The Document Prescreen Agent automatically checks every client upload against your request the moment it arrives, and tells the client what to fix before your team ever opens the file. The Rework Cycle stops at the front door.

Catch problematic PBC at upload.

A wrong file costs little when it's caught at upload, and far more when it's found days later in review.

The longer a wrong file waits, the more it costs: staff hours, a client round trip, and schedule. Moving the check to the moment of upload changes when your firm and your clients find out.

Where Document Prescreen takes work off your team

Checking used to wait until a reviewer had time. Now it happens at upload, on every request, before anyone opens the file. Here's what that gives your engagement team and your clients.

“

It improves client satisfaction by reducing the number of duplicate requests the client receives for the same item that's already been provided.

David B.

Audit Principal at Haskell & White LLP

We've been really trying to push our clients to be much more accountable for what they're providing... they can get feedback on what is being put in and see almost instantaneously whether it meets the request or not.

Audit Partner at Top 100 Audit Firm, Beta Customer

Pre-screen gives us the ability to be a little more proactive... if it says red, it pings the client in the moment instead of worrying about it later.

Practice Manager at Top 20 audit firm

[Prescreen makes] clients be able to identify when something's not matching right away and be able to address it then, so that we don't have to keep going back and forth with them.

Partner at Audit Firm

From upload to answer, before anyone opens the file.

Fewer loops. More time back.

Close the Client Readiness Gap. Clients know about problematic documents at upload, not days later by email, so there are fewer "can you resend that?" loops. Every request is checked. Your team only opens exceptions and gets back to moving engagements forward.

Built for the whole engagement team

Fixing problems at upload means your firm and your clients stop absorbing the cost of rework. Engagements stay on track, relationships stay strong, and everyone spends their time where it counts.

Human in the loop

The agent flags. Your team decides.

 The Document Prescreen Agent compares each upload with the request and tells you what it found. Nothing is accepted or rejected on its own, and your team's judgment stays exactly where it belongs. With less admin around opening every upload, your team can focus on the work that needs it.
See Document Prescreen

Frequently Asked Questions

An AI agent that checks each client upload against the original request the moment it arrives. It looks at document type, period, completeness, and fit with the request description, and flags anything that doesn't match.

The contents. Anyone can name a file anything, so the agent reads the file and compares it with what was requested.

The file is marked "Needs attention," and both your team and the client are told right away. The client can upload the right document, and your team decides what to accept.

When you turn it on, clients can see what you are seeing for the document validation steps. They will see the request, and whether their documents need attention or are good to move forward.

Yes. It works on every request, not only sample requests.

Yes. Prescreen checks uploads before testing. Document Prescreen is available to support your work within Request List Management, and doesn't require any additional solutions.

Security is built into every part of Suralink. Uploaded documents are encrypted with AES-256, access can be restricted by role or engagement, and administrators can require two-factor authentication for team members and clients. Learn more on our Security & Compliance page. 

See it on your own request

Watch it prescreen a real upload.

Book a demo and we'll show the Document Prescreen Agent on a request like yours.

Request a Demo