DOCUMENTS AT WORK # Your everyday questions. Answers in your documents. A disputed invoice, an amended agreement, a research result or a client case file. See how a conversation grounded in documents can help your team connect the facts and check the sources. These examples use fictional situations and documents. [Transport: explain a waiting charge](https://digitalweaver.ai/use-cases/#transport) [Legal teams: check the draft before you send it](https://digitalweaver.ai/use-cases/#legal) [Research laboratories: connect a result to its method](https://digitalweaver.ai/use-cases/#laboratory) [AML analysts: compare the evidence in a case file](https://digitalweaver.ai/use-cases/#aml) 01 ## Transport: explain a waiting charge An invoice includes a waiting charge. The agreement, a later amendment and the delivery record each hold part of the explanation. Bring copies into AMBER Workspaces alongside your transport system. ▶ Watch the transport example 24 documents. One disputed charge. Follow the answer back to the sources. [YouTube ↗](https://www.youtube.com/watch?v=aWFWrJUnViU) ### The document pack - PDF Transport agreement The original waiting allowance and hourly rate. - DOCX Signed amendment The revised rate, effective date and routes covered. - PDF Transport order The named carrier, route and service date. - Scanned PDF Delivery record Recorded arrival and unloading times from the scanned delivery record. - XLSX Invoice workbook The hours, rate and charge listed in the workbook. ### Questions to ask - Which waiting allowance and rate are documented for this carrier, route and service date? Show the agreement and amendment. - Do the times on the delivery record support the waiting hours recorded in the workbook? Cite both sources. - What changed in the amendment, and which evidence is missing before we can explain the charge? ### From question to evidence - #### Bring the documents together The agreement, amendment, delivery record and invoice sit in one project. - #### Ask about the charge “Why was waiting time charged for this delivery?” Follow the answer back to the terms and recorded times. - #### Prepare your reply Compare the cited passages and keep the explanation alongside its sources. ### What the team gains Prepare a documented explanation for the carrier or purchasing team, with the relevant terms and times in view. ### What stays with people Keep your transport and billing systems. Use AMBER to bring the supporting documents into view; your team confirms the applicable terms and final amounts. 02 ## Legal teams: check the draft before you send it A trainee has prepared a letter. The client name looks familiar, the deadline seems plausible and the exhibits are numbered. Check those details against the matter file before they become mistakes in outgoing correspondence. ▶ Watch the legal example 48 documents. One draft to check. Find incorrect details, verify the deadline and prepare corrected wording with sources. [YouTube ↗](https://www.youtube.com/watch?v=jjcc8vrzB9I) ### The document pack - DOCX Draft letter and client instructions The text to review, the correct client and the scope of the instructions. - PDF Agreement and signed amendment The original wording, the changed return period and the counting rule. - Scanned PDF Receipt acknowledgement The date the request arrived, distinct from the sender's dispatch record. - XLSX Exhibit register The attachment numbers and the documents they identify. - DOCX · PDF Unsigned proposal and neighboring matters Similar names and proposed terms that must not be confused with this client's instructions. ### Questions to ask - Check this draft against the matter file. What needs correction or completion, and which statements can stay? - Does this exhibit prove receipt or only dispatch? Show the source and explain the return deadline. - Propose corrected wording with sources. Leave unresolved names and signature details open. ### From question to evidence - #### Bring the matter file together Add the draft, instructions, agreements, scans and exhibit register to one project. - #### Check the details that matter Ask about names, references, quotations and dates. Follow each correction back to its source. - #### Prepare the corrected passage Keep supported statements, correct discrepancies and leave missing information visible for completion. ### What the team gains Review the draft with its supporting documents beside you, rather than checking each reference from memory. ### What stays with people Your team checks and approves the final letter. AMBER helps connect its wording to the evidence in the matter file. 03 ## Research laboratories: connect a result to its method A confidential research project contains a revised protocol, batch records and results in a workbook. Before discussing an unexpected result, trace the recorded method and supporting instrument records. ▶ Watch the laboratory example A spreadsheet, a signed exception and earlier procedures. Find the discrepancy and follow the sources. [YouTube ↗](https://www.youtube.com/watch?v=wGAcX2fKTCI) ### The document pack - DOCX Research protocol and revision The documented method change and revision dates. - PDF Research batch records The protocol revision, preparation date and instrument recorded for each batch. - XLSX Results workbook Measurements, units and batch labels from the results workbook. - Scanned PDF Instrument calibration record Instrument identifier and calibration dates from the scanned record. ### Questions to ask - Which protocol revision is recorded for each research batch, and where is that documented? - What changed in sample preparation between the two protocol revisions? Show the relevant passages. - Which batch and instrument records relate to these stored results, and what evidence is missing? ### From question to evidence - #### Bring the project together Protocols, batch records, results and calibration records share one workspace. - #### Connect method and result Ask which protocol revision was used for a batch and what changed in sample preparation. - #### Continue the analysis Open the supporting records and follow up in the same conversation. ### What the team gains Bring the method, batch history and supporting records into one evidence-based research discussion. ### What stays with people The researcher assesses the result. AMBER helps trace the method, batch history and supporting records alongside the laboratory's existing systems. 04 ## AML analysts: compare the evidence in a case file An ownership declaration, dated register extracts and a source-of-funds statement do not tell quite the same story. Review the supplied documents together before deciding which clarification to request. ▶ Watch the AML example 24 documents in one conversation. Compare recorded shareholdings, reconcile amounts and identify the missing evidence. [YouTube ↗](https://www.youtube.com/watch?v=RM_1xhin8R8) ### The document pack - DOCX Ownership declaration The declared ownership structure and declaration date. - PDF Earlier register extract A dated reference for previously recorded ownership. - PDF Later register extract A second dated source for comparing ownership information. - Scanned PDF Source-of-funds statement The origin and amount of funds stated in the scanned document. - XLSX Transaction workbook Stored dates, amounts and references from a bounded transaction sample. ### Questions to ask - Where do the ownership declaration and dated register extracts disagree? Cite each source and its date. - What changed between the two extracts, and which ownership statements remain unconfirmed by this pack? - Which recorded transactions lack an explanation in the supplied source-of-funds statement? Show the evidence and any uncertainty. ### From question to evidence - #### Open the case file Ownership records, register extracts, statements and transactions in one place. - #### Compare the accounts Ask where the documents disagree and what changed between dated records. - #### Prepare the next questions Use the cited discrepancies to focus the analyst's next review. ### What the team gains Prepare focused follow-up questions with a traceable basis in the supplied case documents. ### What stays with people The analyst decides what to investigate and how to proceed. AMBER supports the document review alongside existing AML tools and procedures. [Back to AMBER Workspaces ↗](https://digitalweaver.ai/#contact)