Workbricks · Use cases12 jobs · 6 industries
Document-heavy work, ready for review.
Each one reads the documents your team reads today, checks them against your rules and puts the result in front of the person who decides.
Discuss your use case1 · By use case
- § 1
Investment research
Read the opportunity. Check the investment case.reads source documents, your records and rulesreturns a review app, approved results - § 2
Due diligence
The whole data room, read and answered.reads data room export, deal drives, question listreturns a diligence app, updates in Slack - § 3
Fund terms and side letters
Know the rights behind each commitment.reads source documents, your records and rulesreturns a review app, approved results - § 4
Portfolio and covenant monitoring
Check every report against what you agreed.reads source documents, your records and rulesreturns a review app, approved results - § 5
Contract review
Every contract checked against your playbook.reads contract library, shared drives, contract requestsreturns a contract register, reminders in Slack - § 6
Claims and policy review
Review the claim file and the policy behind it.reads claims inbox, uploaded evidence, policy datareturns a claims app, alerts in Slack - § 7
Property document review
Read the lease. Check the parcel.reads source documents, your records and rulesreturns a review app, approved results - § 8
Referral intake
Find what is missing before the handoff.reads source documents, your records and rulesreturns a review app, approved results - § 9
Tender and project review
Price the scope. Keep the evidence.reads source documents, your records and rulesreturns a review app, approved results - § 10
Customer onboarding
Approve new customers with every document checked.reads application forms, uploaded documents, customer recordsreturns an onboarding app, requests to applicants - § 11
Intake and routing
Every request sorted and on its way.reads shared inboxes, scans and uploads, customer recordsreturns a request board, alerts in Slack - § 12
Invoice processing
Pay the right invoices. Catch the wrong ones.reads the AP inbox, vendor files, purchase ordersreturns an app for AP, approvals in Slack
What it reads
2 · By industry
- § 2.1
Financial services
Deals, diligence, fund terms, portfolio reports and covenants. - § 2.2
Insurance
Claim packets, policy terms and renewal comparisons. - § 2.3
Legal
Contract audits, obligations and diligence findings. - § 2.4
Healthcare
Referral packets, completeness checks and follow-ups. - § 2.5
Real estate
Lease abstracts, rent rolls, zoning rules and overlays. - § 2.6
Construction and engineering
Tender review, change orders, progress claims and close-out.