AI document search with citations: 10 questions to ask before you buy
Evaluating AI search across contracts, filings or policies? Ten questions that separate real citations from links to a file, and a test you can run in a day.
Check the AI’s answer against the source.
Practical guides for finance, legal, real estate and insurance work where “the model said so” isn’t good enough.
How to verify a deposition summary against the transcript
Deposition summaries from vendors or AI can reverse testimony, misquote a witness or cite the wrong page. How to check each entry against the transcript.
ChatGPT can make mistakes. Check important info. Here’s how.
ChatGPT and Claude both warn that they can make mistakes. What “check important info” means for answers about your documents, and how to check them in minutes.
Insurance policy checking: compare the quote, binder and issued policy
A policy checking checklist for brokers and agencies: what to compare between quote, binder and issued policy, and how to document it against E&O claims.
Check an offering memorandum against the rent roll and T-12
A broker's OM presents the best case. How to tie its occupancy, rents and NOI to the rent roll, T-12 and leases before you underwrite a property.
AI due diligence in a data room: check every answer before IC
AI can read a data room in minutes. How to check its answers on change of control, debt, customers and add-backs before they reach the investment committee.
Document matrix AI: how to check every cell, not just the grid
Matrix, tabular review or review table: documents in rows, questions in columns. How to review hundreds of AI-filled cells without re-reading the documents.
Human-in-the-loop AI review: the reviewer is the bottleneck
AI drafts answers in seconds; checking them takes hours. Why the reviewer sets the pace, and how flagging risky answers and one-click sources speed review up.
How to catch AI hallucinations in ChatGPT and Claude
ChatGPT and Claude can invent figures, quotes and clauses from your documents. How to spot each kind of hallucination and check answers against the source.
How to tick and tie a credit memo before committee
Tick and tie every figure in a credit memo to the financial statements and loan documents: a step-by-step method, common errors and the evidence to keep.
Covenant compliance certificate review: a checklist for lenders
How to review a quarterly compliance certificate against the credit agreement: definitions, add-back caps, step-downs, cures and the evidence to keep.
How to check ChatGPT's answers against your PDF
ChatGPT can misquote, round or invent figures from a PDF. A practical method to check every answer against its source page, plus prompts that help.
How to analyze a 10-K with ChatGPT, and trust the numbers
Use ChatGPT on a 10-K without trusting it blindly: where each number lives, how to avoid period and unit errors, and how to trace every figure to its page.
AI-hallucinated citations in briefs: how to cite-check before you file
Courts have sanctioned lawyers for AI-invented cases and quotations. A cite-check method that confirms every quotation appears verbatim at the pin cite.
Contract review with Claude: how to verify every clause it cites
Claude is a strong contract reviewer, but its summaries still need checking. How to ask clause-level questions and confirm each answer against the agreement.
Stop asking "where did that come from?"
Evaluating CiteLLM for your team? We'll run it on your documents so you can judge the results yourself.