MSA-2026-0441
Add each document in the review packet. Assign an evidence status and record key fields and findings. Upload PDFs or TXT files to extract source text (required for AI extraction).
Recommended documents for a complete review packet:
Assess each review criterion against submitted documentation. AI-extracted drafts are marked AI Draft — review and edit before relying on them. AI-extracted evidence items are shown per criterion with accept / edit / reject controls.
Legal entity verification, jurisdiction of incorporation, DBA registrations, and beneficial ownership disclosure including any parent entities or controlling interests.
General liability, professional/E&O, cyber liability, and workers compensation — verify coverage limits, effective dates, named-insured accuracy, and certificate currency.
Audited financial statements, revenue and solvency indicators, banking references, and any material adverse financial disclosures.
Security certifications (SOC 2, ISO 27001, PCI DSS), penetration testing, vulnerability management practices, and applicable regulatory compliance documentation.
Disclosure of data breaches, regulatory enforcement actions, material litigation, and evidence of remediation for any disclosed incidents.
MSA terms, SLA commitments and penalties, IP ownership, liability caps, indemnification provisions, data processing agreements, and sub-processor disclosures.
Sends uploaded document text to the AI model to propose evidence items, criterion mappings, gaps, and conflicts. All results are provisional until you accept, edit, or reject each item in Panel 2.