Guides & playbooks

Guides for vendor evaluation, pilots, and rollout

Use these guides to compare vendors, plan a pilot, set control rules, and move into production with less guesswork.

Guide

Intelligent Document Best Practices for 2025

How to structure document workflows, apply AI safely, and maintain an audit trail in regulated environments.

Playbook

Standing up a governed chat-with-your-documents pilot

A step-by-step checklist for security, legal, and operations teams evaluating OdysseyGPT for the first time.

Brief

AI-assisted due diligence in practice

What changes and what does not when every answer is backed by citations and audit logs.

Guide

How to evaluate document AI vendors

Use this guide to compare vendors on workflow fit, citation quality, deployment control, and time-to-value instead of generic feature grids.

Playbook

How to run a citation-backed document AI pilot

Use this guide to design a pilot that proves trust, workflow fit, and reviewer productivity before scaling to production.

Guide

Document AI governance checklist for regulated teams

Use this checklist to review evidence standards, access controls, retention, auditability, and reviewer escalation before deployment.

Playbook

From OCR to document intelligence: migration guide

Use this guide to modernize from OCR and capture tools without losing operational continuity or evidence discipline.