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Follow one review, from upload to scorecard.

A read-along guide to QueryTek Review for editors and analysts. It takes about 15 minutes and needs no account.

Fictional example: Clockfold Technologies and the people named here are invented. The documents and findings are illustrative and do not come from a QueryTek client.

How to read this guide

Each step names the person, their role, and what they see on screen. Every step is shown, not hands-on: we don’t issue demo logins. The finished scorecard is published as a fictional showcase you can open at any point.

Scenario A: an employee handbook, Content Risk review

Clockfold Technologies is refreshing its employee handbook for the new benefits year. Corporate communications wants a human check for regulatory and plain-language risk before it goes to every employee.

  1. Upload the handbook

    Bailey Robbins · Client user

    Bailey signs in to the client portal, opens Documents, and uploads the handbook draft. She picks the Content Risk module and describes the audience: all employees.

    What you would see: The document appears in the Documents list with status Quoted and a per-word price. A quote notification arrives by email.

  2. Approve the quote

    Gabriella Baird · Client admin

    Gabriella, who manages billing for the team, reviews the quote and completes checkout.

    What you would see: The status changes from Quoted to Paid. Review work starts only after payment.

  3. Assign a reviewer

    Oliver Winslow · Review lead

    Oliver opens the review queue, where paid documents wait for assignment, and assigns the handbook to Daniel, a reviewer qualified for Content Risk. Iris Wright could take it instead.

    What you would see: The document leaves the queue and appears on Daniel’s assignments. The client sees the status In review.

  4. Score the handbook

    Daniel Dunwoody · Reviewer

    Daniel reads the full handbook in the review workspace. For each problem passage he records a finding with a severity and a note, then scores the Content Risk dimensions: risk, bias, audience, context, and accessibility. He submits the scorecard for lead review.

    What you would see: A scorecard with five dimension scores and findings tied to quoted passages, marked as submitted for lead review.

  5. Approve the scorecard

    Oliver Winslow · Review lead

    Oliver checks Daniel’s findings and scores and approves the scorecard for delivery.

    What you would see: The document status becomes Completed and the client is notified.

  6. Read the scorecard

    Bailey Robbins · Client user

    Bailey opens the completed document and reads the Communication Risk Scorecard, then downloads it to share with HR and legal.

    What you would see: The same scorecard published in the handbook showcase: overall score, dimension scores, and each finding with its note.

Open the finished Communication Risk Scorecard →

Appendix: Scenario B, AI-drafted release notes

Clockfold Technologies product marketing drafted customer release notes with an internal language model. The risk team wants a person to check the claims and tone before publication.

  1. Upload the release notes

    Bailey Robbins · Client user

    Bailey uploads the model-drafted release notes and picks the AI Output module.

    What you would see: The document appears with a per-word quote.

  2. Assign a reviewer

    Oliver Winslow · Review lead

    After payment, Oliver assigns the document to Daniel.

    What you would see: The document moves to In review.

  3. Check claims and tone

    Daniel Dunwoody · Reviewer

    Daniel compares each claim with the source changelog, flags unsupported claims and generic filler, and scores the AI Output dimensions.

    What you would see: An AI Output Evaluation Report with a critical finding on an absolute security claim.

  4. Approve and deliver

    Oliver Winslow · Review lead

    Oliver approves the report, and Bailey reads it in the portal.

    What you would see: The same report published in the release notes showcase.

Open the finished AI Output Evaluation Report →

Next steps

Open the finished deliverables, try the API in the developer sandbox, or ask us for a live screenshare of the reviewer and review lead views.