Solution
Ask Rebecca — AI Compliance Assistant
An AI compliance assistant that works against your own records to surface gaps and answer questions — with humans in control of every decision.
The problem
Answering 'where do we stand?' usually means manually combing through entries, evidence, and prior filings. That legwork is slow, repetitive, and easy to get wrong under deadline pressure.
Three items require attention before review: one activity record is missing supporting evidence, one contact requires classification review, and final approval is still pending.
Based on
What Recordwell helps teams do
Answers from your records
Ask questions in plain language and get answers grounded in your own disclosure data — not generic advice.
Gap and risk surfacing
Ask Rebecca highlights missing evidence, incomplete entries, and inconsistencies so review starts ahead.
Human-in-the-loop
Ask Rebecca accelerates the path to a decision; classification and final sign-off always stay with your team.
How the workflow works
- 1Ask a question about your records, readiness, or deadlines.
- 2Ask Rebecca responds using your own disclosure data.
- 3Review the surfaced gaps and supporting context.
- 4Your team makes the final filing decision.
Benefits
- Accelerate review cycles without losing control.
- Get answers grounded in your own data.
- Reduce time spent on repetitive checks.
- Support informed filing decisions.
Ask Rebecca example prompts
Ask Rebecca works against your own records to surface answers — while your team keeps control of every filing decision.
See it in your workflow
Book a personalized walkthrough and see how Recordwell fits your disclosure program.
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