Capability / 05 / Triage
Triage
Volume, classified and routed. Each item gets a tier, a destination, and a confidence signal. Reviewers see the rationale on every routed item.
Your inbound queue cannot prioritize itself
01
First in is not first priority
Inbound gets worked in arrival order. High-value items wait behind non-starters, and the queue's real priorities surface only after someone has read everything.
02
Screening consumes senior judgment
Your best people spend hours eliminating items a rule could catch: wrong jurisdiction, out of appetite, excluded class. The judgment calls queue up behind the clerical ones.
03
Routing logic lives in people's heads
Who handles what is tribal knowledge. When the person who knows the queue is out, items stall or land on the wrong desk, and nobody can explain the routing afterward.
How Triage fits into your inbound pipeline
Input
Inbound volume and your routing rules
Submissions, applications, deal flow, candidates, whatever arrives at scale. Plus your routing rules, exclusion logic, and tier definitions.
Output
Tiered queue with destination and sourced rationale
Each item gets a tier, a destination, and a sourced rationale. Your team works the items that matter; the rest is auditable on demand.
Calibrated
Calibrated against your historical calls
Tiered against what your operators would have flagged, not what a generic model thinks. The platform learns your firm's threshold.
Integration
Routes to where your team already works
AMS queues, deal pipelines, candidate trackers, review systems. The platform meets your existing tooling instead of asking your team to migrate.
Questions teams ask
How does this differ from a rules engine?
Rules cover licensing, jurisdiction, and exclusions. The platform adds tiered scoring and sourced routing a rules engine cannot.
Can the platform handle our volume?
Yes. Triage is built for high-volume queues; deterministic checks run in milliseconds, multivariate scoring runs in subseconds. The bottleneck is review capacity, not throughput.
How are tiers calibrated to our work?
Calibrated against your historical calls, refined as your operators flag edge cases. The platform learns your standards instead of imposing generic ones.
Where does the routed output land?
Wherever your team already works: AMS queues, deal pipelines, candidate trackers. The platform meets your existing tooling rather than asking you to migrate.
Book a demo
See Triage in action
Walk through example queues and how Triage maps to your firm's inbound volume. Every tier explainable on the call.