Reviewing uploads

What the check does

When a file lands, Claude reads the document itself — PDFs and images directly, no separate scanning step — and answers four questions:

Check	The question it answers
Type	Is this actually the document you asked for, or a payslip where a bank statement should be?
Period	Does it cover the dates you need, or is it last year's?
Readable	Can it be read at all — or is it a blurred, cropped, glare-covered photo?
Complete	Is anything obviously missing, like page 3 of 4?

Each file comes back as pass, warn or fail, with a plain-language list of anything wrong, plus a suggested filename so you're not renaming downloads by hand.

Expiry dates

For documents with a validity window — a passport, most obviously — the expiry date is read off the page and checked against the dates on the request. A passport that expires two weeks after the return flight gets flagged before it becomes an airport problem. This check is on every plan, including Solo.

The AI never decides

The verdict is advisory. Nothing is accepted, rejected, or sent back to your client automatically. It exists to tell you which files need your eyes and which are routine, so a stack of twelve uploads becomes two you actually inspect.

Treat a warn as "look at this one", not as a rejection. Models misjudge unusual documents, and you know your client's paperwork better than it does.

Accepting, or asking again

Two buttons on each item:

• Accept — the line is closed. Your client sees it as accepted and there's nothing more for them to do. Once every required item is accepted, the request is complete and reminders stop.
• Ask again — the line reopens with your note attached. Your client sees "Needs update" in red on the same link they already have, with your note explaining what to fix. No new link, no new message to find.

Write the note as an instruction, not a verdict. "Needs the page showing the closing balance" gets the right file back. "Rejected — incomplete" gets you a reply asking what's wrong.

What we do with the file while checking it

The check runs on a temporary copy held in memory only, for as long as the pass takes, and then it's gone. We store the verdict — the four checks, the issues, the suggested name — and never the document's contents. Nothing from inside your clients' documents is logged.

Full detail in Storage and security.