Evaluate the fit
Agree one workflow and a baseline, then measure requests with source owners and open diligence items. These are suggested measures, not promised outcomes.
For Legal, insurance & diligence advisers
Keep review scope and evidence explicit.
Review an explicitly invited brief and state the additional evidence your discipline requires.
Project work starts from an invited project brief. Setup does not grant access to another account's projects.
The first workflow
Reviewers receive a concept without a clear question or source boundary.
- Accept the authorized invitation
- Define your review scope
- Return the evidence requests
Your intended handoff: Review brief and diligence request checklist.
Clear scope builds trust
Validate costs, supplier availability and design suitability with the responsible professionals. Trexia does not guarantee leads, procurement awards, approvals or returns.
Trust and security