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Applications and case administrationDRIFT / LOCALISED AI

Prepare the information
before review begins.

Missing information and unorganised documents create follow-up work. We build a workflow with you to collect the relevant information and organise it for the responsible staff.

A proposed use for your institution, with scope developed together.

Discuss implementation
01 / ILLUSTRATIVE WORKFLOW

Preparing an application

A person answers your questions and supplies the requested documents. Staff receive an organised overview with source references and outstanding points. Any subsequent checks are defined within the project.

The responsible team retains the formal review and decision on an application. Assess, for preparation of defined checks, is in development.

02 / IN DAILY USE

Give staff a better starting point

Your specialist team defines the information required and which data needs particular protection. We build those requirements into the collection process.

Acceptance criteria can include documents being assigned to the correct case and missing required information remaining visible.

03 / PRODUCT FIT

The product fit
for this workflow

OnboardBuild with Drift

Collect the required information

A guided workflow using your questions and document requirements. Scope, interfaces and deployment are defined for the project.

AssessIn development

Prepare for professional review

Planned support for organising information and preparing agreed checks. The responsible team retains assessment and decisions.

04 / REQUIREMENTS

Prepare the
implementation together

Procurement, data protection and security requirements also apply to this use case. We agree the proposed implementation with your responsible teams and establish the necessary review points.

About AI adoption
05 / OTHER USE CASES

Other workflows
in your institution

BUILD WITH DRIFT

Let’s start with
your use case.

Describe the process you want to improve and any requirements already established. Together, we can define a useful scope and the next steps towards implementation.

Discuss your project