Replace email chains, spreadsheets, and static PDFs with a single workspace for outreach, document-AI pre-fill, and in-app quality review — so plan sponsors spend less time on the survey and NCPERS gets cleaner data, faster.
Contact lists are managed manually, section owners are unclear, and outreach, reminders, and follow-ups happen in email threads with no live view of who has responded or who is stuck.
The long survey asks for funding, investment, and fee data that already exists in the ACFR and consultant reports. Multiple people inside one plan get pulled in with no easy way to split the work.
Reviewers flag issues without traceable sources, and follow-ups arrive by email with little context on what was flagged or why.
A live console replaces inbox threads and shared spreadsheets — outreach, reminders, and status in one place.
Plan sponsors upload what they already publish. Document AI fills the survey and leaves humans to review, not retype.
Validation at intake, cited sources, and clarifications happen inside the workspace — no more back-and-forth email QC.
Import contacts and launch the cycle from one console.
Plan sponsors drop in the ACFR and reports they already publish.
Document AI extracts fields with cited sources for review.
Confirm, clarify, and submit — all inside the workspace.