Compliance review guide
Compliance review checks every recording against your firm's policies, flags the moments a person needs to look at, and keeps a record of each decision for your audit trail.
It reads the screen as well as the words, and every moment keeps its quote, recording and timestamp, so you can check it before you decide.
- Getting started
- How review works The three verdicts
- The review queue
- Review a recording Deciding a moment · Patterns · Quotes from the screen · Finding something specific in one recording
- Close a review
- Policies What ships · Adding your own · Importing what you already have · Changing a policy changes future reviews
- Search
- Exports What is in the folder · The findings CSV columns
- Permissions
- Getting help