Put models, PDFs, and email in one project so the agent understands your deal. Cross-check every draft against those sources, assign owners in comments, and track revisions until the package is ready to send.
How It Works
Load the project, cross-check every draft, then assign fixes and track revisions to sign-off.
Models, PDFs, decks, rate sheets, and email threads live in one place so the agent understands your numbers, terms, and history, not just a single file.
Run review against the full project: draft vs model, deck vs agreement, inbox vs PDF. Surface drift, policy gaps, and mismatches in one pass.
Thread comments on each finding, assign owners, and track revision rounds until the package is clean, without losing context in email.
Cross-check
Every finding points to the spreadsheet, PDF, or message it came from. You check the model, the contract language, and the client-facing version in one pass instead of chasing answers across separate threads.
Term_Sheet_Draft.docx
Finding references 3 sources
Compared to
Leverage covenant in draft does not match LPA §5.2 (6.0x vs 5.25x cap in executed agreement).
Operating_Model_Final.xlsx
Source of truth · capex & NOI
Commitment_Letter_v2.pdf
DraftEmail · “Re: pricing grid”
ThreadThe agent reads across these files so findings cite real cells, clauses, and messages, not guesses.
Project context
Upload the package once. Stepscale indexes spreadsheets, PDFs, and context so review is grounded in how your team actually works, not a pasted summary.
Assign & revise
Turn alerts into work. Tag the right person, capture decisions in thread, and mark items resolved when the document is updated, so QC becomes a tracked workflow, not a forwarded PDF.
Rate exceeds MSA cap
Line 14 vs Exhibit B · awaiting confirmation
@Jordan can you confirm we bill blended rate only? Legal wants Exhibit B language in the footnote.
Yes. Use $165/hr cap. Updating invoice template v4 and will re-upload.
v3 · Sent to client
Mar 18 · 8 findings cleared · Final PDF + redline memo
v2 · Legal revision round
Mar 16 · 3 new comments · Covenant language aligned to LPA
v1 · Initial QC pass
Mar 12 · 14 open findings · First full cross-check
Revision packages
Each round of fixes leaves a trail: what changed, who signed off, and which files went out. Export the story alongside the final documents for audit, credit, or compliance.
Load your project, run cross-checks across every file, assign fixes in comments, and track revisions to sign-off. Start in the app or talk to us about your workflow.
PDF + Excel
Native review on the files you already use
Whole project
Cross-check across uploads & context
Policy
Rules you define, surfaced as findings
Revision log
Versions, owners, what shipped
Other Use Cases