Twenty jobs across finance, legal, insurance, real estate and compliance where every answer has to show its source.
Examples are illustrative. Documents, companies and figures are fictional.
Credit teams work from agreements, certificates and filings. Each number comes back with the page it came from, so committee review is a click, not a re-read.
Recompute a borrower's ratios from its compliance certificate, using the credit agreement's own definitions, every quarter.
Total net leverage of 3.40x is within the covenantContradictedMaximum steps down to 3.25x from Q3 2026 · §7.11(a), p. 88
Tie every figure in a draft credit memo to the audited accounts before it goes to committee.
Revenue grew 12% to $84.2 millionCalculated(84.2 − 75.2) ÷ 75.2 = 12.0% · both inputs on p. 41
Ask across every facility in the book: baskets, add-backs, cure rights and reporting deadlines.
Which facilities cap run-rate synergy add-backs?Answered6 of 42 facilities, each with its clause and page
Pull borrowers, amounts, rates and dates from loan documents into your system, each value with its page.
interest_rate: 7.25ExtractedPromissory note · §1, p. 1Lawyers read many documents for a few clauses, then have to defend each conclusion. The clause opens on screen, and when it isn't there, the answer says so.
Confirm every quotation and record cite in a brief or deposition digest before it is filed.
The witness said the shipment "shall be inspected"ContradictedTranscript reads "may be inspected" · p. 112, lines 4–6
Ask the same questions of up to 20 data-room contracts and get one table, every cell linked to its clause.
A change of control lets the customer terminateSupportedSupply Agreement · §14.2, p. 31
Search your executed contracts in plain language and get the clause, not a list of files.
Which MSAs renew automatically with under 60 days' notice?Answered7 contracts, each with its renewal clause
See what changed between two drafts or an agreement and its amendment, with both versions of each clause.
Liability capChanged12 months of fees → 6 months · §9.1, p. 14
A policy that does not match what was quoted is where most errors and omissions claims start. Every limit, exclusion and endorsement is tied to the wording that sets it.
Check the issued policy against the quote or binder: limits, deductibles, exclusions and endorsements.
General aggregate limit of $2,000,000ContradictedDeclarations show $1,000,000 · p. 2
Compare the expiring and renewal policies and list every change in coverage before the client signs.
Cyber incidents are coveredChangedNew exclusion added at renewal · Endorsement 7, p. 38
Answer coverage questions from the policy wording, with the clause on screen for the adjuster.
Is water damage from a burst pipe covered, and what is the deductible?AnsweredCovered under Section I.A.2, p. 12 · $5,000 deductible, p. 3
Turn schedules of values, loss runs and applications into structured data for underwriting.
total_insured_value: 48,250,000ExtractedSchedule of values · p. 1, total rowRent, options and critical dates drive the value of a building, and a missed notice can cost years. Every date and figure links back to the clause that sets it.
Abstract rent schedules, options and critical dates into your template, each with its clause.
renewal_notice_deadline: 2027-03-31ExtractedLease · §3.2, p. 9Tie the closing statement to the purchase agreement, loan documents and estoppels before funding.
Seller credit for roof repairs of $125,000SupportedPurchase agreement · §4.3(b), p. 17
Check an offering memorandum's occupancy and income figures against the rent roll and operating statement.
The property is 96% occupiedContradictedRent roll shows 91.4% · p. 3
Ask across every lease you hold: co-tenancy, exclusives, assignment and radius restrictions.
Which retail leases have a co-tenancy clause?Answered5 leases, each with its clause and page
When a regulator or auditor asks how you reached a conclusion, the answer is the highlighted page, kept in an evidence report with your sign-off.
Answer your vendor questionnaire from a SOC 2 report and list every exception the auditor noted.
User access is reviewed every quarterPartialTwo exceptions noted · CC6.2, p. 61
Check policies and procedures against a regulation or control checklist, one requirement at a time.
Incidents are reported to the regulator within 72 hoursNot in documentAll 34 pages read · no matching passage
Check a summary written by an AI tool against the source before anyone relies on it.
The board approved the dividend in MarchContradictedMinutes are dated April 2 · p. 1
Capture totals, dates and line items from invoices, and open the source for any value that looks wrong.
total_due: 18,420.00ExtractedInvoice INV-2291 · p. 1Evaluating CiteLLM for your team? We'll run it on your documents so you can judge the results yourself.