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.
A queue your team can defend
01
Hard rules first
Deterministic checks eliminate non-viable items in milliseconds. Licensing, jurisdiction, exclusion lists. The remaining queue is the queue worth your team's time.
02
Multi-dimensional tiers
Survivors are scored across the dimensions that matter for your work: appetite fit, urgency, margin profile, complexity. Categorical tiers, not opaque numerics.
03
Sourced routing
Each item lands in the right destination with sourced rationale. The tier is auditable, the routing is explainable, the queue holds up under review.
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 eliminate non-viable items at stage one. Stages two and three add tiered scoring and routed output with reasoning, which a rules engine alone cannot produce.
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.