Review documents against policy
PitCrew reads contracts, investor letters, marketing materials, and disclosures, then checks each one against your firm's policies and regulatory requirements. It flags issues, cites the relevant provisions, and drafts reviewer notes.
Book a DiagnosticThe Problem
Every document gets reviewed by memory
Someone on your team reads the document, tries to remember every policy that applies, and hopes they catch what matters. That process breaks as volume grows.
Review quality depends on who reads it
One reviewer catches the disclosure issue. Another misses it. There is no consistent checklist, just institutional knowledge that varies person to person.
Bottleneck at the compliance desk
Documents stack up waiting for review. Marketing materials, investor communications, new agreements. One person or a small team becomes the gatekeeper for everything.
No proof of what was checked
An auditor or regulator asks: "How did you review this document?" Your answer is an email thread or a verbal confirmation. No structured evidence that every provision was evaluated.
Policies change, old documents don't
When a policy is updated, nobody re-reviews the documents that were approved under the old version. Gaps accumulate silently until an audit surfaces them.
How It Works
From uploaded document to flagged findings in four steps
Upload documents
Drop in PDFs, Word documents, or emails. PitCrew ingests the full text and identifies the document type to determine which policies apply.
Match to policies
The Skill loads the relevant firm policies, regulatory requirements, and internal guidelines. Every section of the document is evaluated against the applicable rules.
Flag and cite
Issues are categorized by severity: violations, warnings, and passes. Each finding cites the specific policy provision and the exact language in the document that triggered it.
Deliver review report
Your team gets a structured report with every finding, its severity, the cited provision, and suggested resolution. The full review is logged as evidence for your audit trail.
Use Cases
Where firms use Review Documents
Marketing material review
Check brochures, presentations, and website copy against advertising policies, disclosure requirements, and performance presentation standards before publication.
Investor and client communications
Review quarterly letters, fund updates, and account correspondence for required disclosures, accurate performance references, and policy-compliant language.
Contract and agreement review
Evaluate new agreements against standard terms, fee schedule compliance, and required provisions. Flag missing clauses, non-standard language, and policy deviations.
Regulatory filing pre-check
Before submitting filings, disclosures, or registration documents, run them against the applicable requirements to catch omissions and formatting errors.
Policy change impact review
When a firm policy or regulation is updated, re-review previously approved documents against the new rules. Identify which ones now have gaps.
Onboarding document validation
Check account opening packages, subscription documents, and enrollment forms for completeness, required signatures, and policy-mandated disclosures.
Integrations
Connects to the systems you already use
Review Documents pulls files from your existing platforms. No manual uploads required.
40+ integrations available. If your system has an API, PitCrew can connect to it.
Frequently asked questions
Last updated:
What types of documents can PitCrew review?
PDFs, Word documents, emails, and plain text. Marketing materials, investor letters, contracts, regulatory filings, onboarding packages, and internal memos. If your team reviews it manually today, PitCrew can review it.
How does PitCrew know my firm's policies?
You provide your policy documents during setup. PitCrew ingests your compliance manual, advertising policies, disclosure requirements, and any other internal guidelines. The Skill checks documents against your specific rules, not generic standards.
Will PitCrew approve documents automatically?
No. PitCrew flags findings and categorizes them by severity, but final approval is always a human decision. The Skill prepares the review. Your team makes the call.
What does the evidence trail look like?
Every review produces a timestamped report: which document was reviewed, which policies were applied, what was flagged (with severity and citations), and the final disposition. Exportable as PDF for audit.
How many documents can PitCrew review at once?
Batch processing handles as many documents as you need. Upload one or one hundred. Each gets the same thorough, policy-by-policy evaluation with no reviewer fatigue.
Stop reviewing documents from memory
15-minute diagnostic call. We review your document workflow and show you exactly where Review Documents fits.
Book a Diagnostic