Know the context
Understand which project records, instructions, and selected material are available to the workflow. Firm knowledge depends on the supported workflow.
HomeTrust
Trust
See what supports the work. Stay in control of the decision.
Understand the project context, inspect supporting sources, and review prepared work before acting on it.
Illustrative review exampleA source to inspect.
A source to inspect.
A question to resolve.
Example project · Draft research
Recorded mapSupporting material · Example project
The recorded map provides context for the project area. Its relationship to the field limits remains an open question.
Illustrative source excerpt
Recorded map · Project area
“The project area is shown beside the adjoining parcel. Confirm the applicable limits against the supporting records.”
Open question: confirm applicable field limits.A practical review process
Keep judgment close to the work.
Inspect the sources
Open supporting records and evaluate the findings. Keep missing information and unresolved questions visible to the team.
Review suggested actions
Check the assistant’s working drafts and suggestions before applying them. A suggestion is a starting point for your team’s judgment.
Approve the work
The responsible professional evaluates scope, technical work, instructions, and deliverables before approval or issue.
Your firm’s requirements
Discuss the workflow and its boundaries.
We’ll discuss your expectations for access, privacy, selected firm knowledge, and professional review against the current product and the workflow you’re considering.
Your next project
Bring your next project
into the conversation.
Tell us what your team needs to research or prepare. We’ll discuss workflow fit and access.