Systems We Run
Core Processes
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Scope Exposure DeskExposure Desk for Underwriting
Reprices every policy against the morning's rates before the desk opens. Reads three systems of record, applies your treasury moves, and flags the positions that changed. Holds anything outside your limits for a person, logs every figure against the record it came from, and never moves a price on its own.
Scope Renewals DeskRenewals Desk for Underwriting
Runs every renewal from your policy system: one file per policy, a reason per rate change, and referrals your underwriters claim. You decide, the system prepares, and it never binds a policy itself.
Scope First Notice of LossFirst Notice of Loss for Claims Operations
Opens every claim as it arrives, then drafts the first letter to each policyholder. Every claim is checked against the policy on record, and nothing sends without your yes.
Scope ReconciliationReconciliation for Finance
Turns the ledger and the bank file into matched entries and a short exception list. Works from your accounting system or the files you already export.
Scope Vendor RenewalsVendor Renewals for Procurement
Inventories your supplier contracts from the ledger and the contract store, finds evidence-backed savings (unused licences, duplicates, better terms), and drafts the counter for your review. Never spends, signs, or sends without you.
Scope Site LogsSite Logs for Project Controls
Reads the daily site logs, matches them to the schedule, and chases what's stalled. Works from your project system or a site report, and never emails a subcontractor without you.
Underwriting
View all- Scope Renewals Desk
Renewals Desk for Underwriting
Runs every renewal from your policy system: one file per policy, a reason per rate change, and referrals your underwriters claim. You decide, the system prepares, and it never binds a policy itself.
Scope Submission ReaderSubmission Reader for Underwriting
Reads every broker submission against your appetite and referral limits, with the source of each figure attached. For underwriters who need the facts checked before a file reaches them.
Scope Quote BuilderQuote Builder for Underwriting
A quoting desk that stays on. Applies your rates to each submission, drafts the quote in your template, watches the queue through the day, and only asks you to sign.
- Scope Rate Change Review
Rate Change Review for Pricing
Turns a rate change into rules the system applies. Your actuaries write the change, the system tests it on last month's book, and nothing reaches a live quote until the head of pricing signs it.
- Scope Referral Check
Referral Check for Underwriting
Acts as your second pair of eyes on referrals: runs the authority checklist and says bind or refer before you sign.
Claims
View all- Scope First Notice of Loss
First Notice of Loss for Claims Operations
Opens every claim as it arrives, then drafts the first letter to each policyholder. Every claim is checked against the policy on record, and nothing sends without your yes.
- Scope Claims Follow-Up
Claims Follow-Up for Claims Operations
Finds open questions, missing documents and promised callbacks left behind in calls, email, notes or the claims system. Shows the evidence and prepares the reply, task or update that closes each one.
- Scope Adjuster Notes
Adjuster Notes for Claims
Reads each adjuster call and files the notes against the claim before the next one. Works from the call recording or a pasted transcript.
- Scope Claims Review Pack
Claims Review Pack for Claims Leadership
Turns the week's open claims into a review pack in your house template. Works from the claims system and your notes, and never invents a figure.
Finance
View all- Scope Reconciliation
Reconciliation for Finance
Turns the ledger and the bank file into matched entries and a short exception list. Works from your accounting system or the files you already export.
- Scope Invoice Intake
Invoice Intake for Accounts Payable
Reads every invoice as it arrives, matches it to the order and the receipt, and codes it for the ledger. Sends anything that does not match to a person, with the reason.
- Scope Month-End Close
Month-End Close for Controllership
Finds the entries still open at month end and assembles the close checklist. Works from the ledger and the subledgers, with the source record on every line.
- Scope Treasury Moves
Treasury Moves for Treasury
Reads currency and rate moves against open positions so the desk sees them first. Keeps your limits, shows every change and why, and never moves money alone.
Legal
View all- Scope Clause Library
Clause Library for Legal
Keeps your standard clauses in one place and marks every contract that departs from them, so counsel reads only the parts that actually changed.
- Scope Contract Review
Contract Review for Legal
Turns an incoming contract into a clause-by-clause comparison against your standard wording. Flags every change, and holds anything unusual for counsel to decide.
- Scope Policy Wording Check
Policy Wording Check for Compliance
Turns a new policy wording into a review with ranked, concrete issues. Covers exclusions, definitions, limits and filings, and never edits the wording itself.
- Scope Regulatory Filings
Regulatory Filings for Compliance
Turns a filing deadline into a checklist, the figures and the supporting documents. Assembles the return and checks it against last year's for drift.
Estimating
View all- Scope Takeoff Reader
Takeoff Reader for Estimating
Reads the drawings and the specification to build the quantities for each trade. Tracks revisions, missing sheets and conflicting notes, and runs a check against the last estimate.
- Scope Subcontractor Bids
Subcontractor Bids for Preconstruction
Collects subcontractor bids from email and the bid portal, levels them trade by trade, and flags every exclusion. Your estimators pick the bid, and the system records why.
- Scope Historical Costs
Historical Costs for Estimating
Keeps the cost of every past job where your estimators can search it, with the conditions that drove it. A new estimate starts from what the work actually cost, not from memory.
- Scope Bid Assembly
Bid Assembly for Preconstruction
Turns the takeoff, the bids and your rates into a priced estimate in your house format, with every assumption written down. Asks an estimator when a quantity is unclear, and never submits anything alone.
Projects & Sites
View all- Scope Site Logs
Site Logs for Project Controls
Reads the daily site logs, matches them to the schedule, and chases what's stalled. Works from your project system or a site report, and never emails a subcontractor without you.
- Scope Change Orders
Change Orders for Project Controls
Finds the changes on site that match a contract clause and aren't yet in a change order.
Reporting
View all- Scope Board Pack
Board Pack for Finance Leadership
Turns the month's figures into the board pack in your own template, with every number traced to the record it came from, the commentary drafted and each open question sent to its owner. Never circulates anything without your yes.
- Scope Weekly Operations Report
Weekly Operations Report for Operations
Reads your systems every weekday and tells you what closed, what reopened, what broke (with the record and the evidence attached), and which decisions need you. Works from your systems of record, and never changes a record itself.
- Scope Blueprint Changes
Blueprint Changes for Change Control
Acts as the blueprint's keeper. Writes each change: what's in, what's out, and how you'll know it works. Nothing is built until you approve it.
- Scope Market Watch
Market Watch for Strategy
Reads the public filings, rate filings, tenders and announcements of the companies you compete with, and tracks their products, prices and hiring. Each weekly note reports what changed against your position and the moves worth considering, and it never contacts anyone.
Operations
View all- Scope Supplier Tracking
Supplier Tracking for Procurement
Tracks supplier deliveries, missed dates and open orders, then writes the daily digest. Works from your ERP or a spreadsheet, and never sends without you.
- Scope Request Triage
Request Triage for Shared Services
Sorts every internal request, approval and exception, then drafts your yes or no. Works from a shared inbox or a form, and never sends without you.
- Scope Executive Desk
Executive Desk for Office of the COO
Briefing desk for the executive team: the morning figures, open approvals, board preparation, decisions waiting on a signature, and the follow-ups each one owes.
- Scope System Governance
System Governance for Risk
Audits and governs every system Lyrion runs for you so each one matches a real business outcome, with a named human owner and no duplicate work. Recommends the smallest useful change, and never creates or changes anything without your exact yes.
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Processes
Work you can hand to a Lyrion system. Search for the process you need run, or browse by department.
Featured processes
- Leadership
Reporting
Your reporting desk. Pulls figures from your systems of record, assembles the weekly pack, and traces every number back to the record it came from, with open questions sent to their owners.
Scope this process: Reporting - Claims
Claims Intake
Open every claim before the desk opens. Reads the claim, checks the policy, drafts the file and the first letter, and leaves a review list for the adjuster to approve.
Scope this process: Claims Intake - Documents
Document Review
Reads contracts and policies against your standard wording, flags every change clause by clause, and holds anything unusual for your counsel to decide.
Scope this process: Document Review - Client Service
Account Review
See risk and expansion before the review. Reads activity and signals across your book and turns portfolio noise into a clear watch list.
Scope this process: Account Review - Quoting & Pricing
Quoting
Keep submissions moving. Reads each submission, applies your rates and referral limits, drafts the quote, and sends anything outside appetite to an underwriter.
Scope this process: Quoting - Operations & Finance
Reconciliation
Stay on top of the books. Matches every entry to its record across systems each morning, logs new statements as they arrive, and sends anything that does not line up to a person.
Scope this process: Reconciliation - Monitoring
Site Reports
Give project teams reports they can trust. Reads the daily site logs, matches them to the schedule and the budget, and flags delays and overruns with the evidence attached.
Scope this process: Site Reports - Monitoring
Renewals
Get a clear view of what is due. Pulls every policy up for renewal, reprices it against your rules, and comes back with the rate change and the reason for each.
Scope this process: Renewals
- Client Service
Account Review
See risk and expansion before the review. Reads activity and signals across your book and turns portfolio noise into a clear watch list.
Scope this process: Account Review - Leadership
Action Tracking
Own the follow-ups so nothing slips. Pulls open actions from meeting notes, approvals and email into one living list and a morning digest.
Scope this process: Action Tracking - Claims
Adjuster Briefs
Walk into every site visit ready. Builds a brief from the claim file, the policy, photos and past letters: what is covered, what is missing, and the open questions.
Scope this process: Adjuster Briefs - Risk & Compliance
Audit Evidence
Keep audit evidence current from the real work. Collects approvals, logs and records against each control and links back to the source.
Scope this process: Audit Evidence - Leadership
Board Packs
Build the board pack without starting from a blank page. Uses your own template and figures from your systems of record, traced and ready for a person to review.
Scope this process: Board Packs - Client Service
Broker Requests
Answer every broker request without rebuilding context each time. Reads the request, pulls the policy, claims and letters, drafts the reply, and keeps next steps current.
Scope this process: Broker Requests - Claims
Call Notes
Leave every claim call with the file updated. Reads the call notes, logs what was agreed against the claim, and drafts the follow-up letter for approval.
Scope this process: Call Notes - Documents
Change Orders
Price and document change orders on time. Pulls the instruction, the affected drawings and your own rates, drafts the change order with the working attached, and holds it for the project manager.
Scope this process: Change Orders - Claims
Claims Hygiene
Keep the claims system clean. Fixes missing fields, duplicates and stale statuses before and after each review, so records stay current without a manual pass.
Scope this process: Claims Hygiene - Claims
Claims Intake
Open every claim before the desk opens. Reads the claim, checks the policy, drafts the file and the first letter, and leaves a review list for the adjuster to approve.
Scope this process: Claims Intake - Claims
Claims Reporting
Walk into the weekly review with a clean view. Reads the claims system, flags stalled files and reserve risk, and drops a Monday summary.
Scope this process: Claims Reporting - Documents
Client Letters
Draft clear letters from the record, matched to each recipient and each situation. Review only, so nothing is ever sent on its own.
Scope this process: Client Letters - Risk & Compliance
Complaints Review
Turn scattered complaints into a prioritized view. Collects and groups complaints from every channel, weighs evidence and urgency, and drafts routing for a person to approve.
Scope this process: Complaints Review - Operations & Finance
Contract Register
See the week's contracts at a glance. Summarizes by stage and owner, pulls key terms, and flags blocked reviews.
Scope this process: Contract Register - Risk & Compliance
Control Testing
See which controls actually operate. Tests each one against the record and lists the ones that need a person to follow up.
Scope this process: Control Testing - Documents
Correspondence Drafting
Write in your voice without living in drafts. Studies your past letters, drafts the next one from the record, and holds every letter for a person to send.
Scope this process: Correspondence Drafting - Leadership
Correspondence Triage
Keep shared inboxes usable. Sorts incoming mail into clear categories, surfaces urgent and blocked items, and drafts replies. Every send stays behind a person's approval.
Scope this process: Correspondence Triage - Claims
Coverage Checks
Check coverage before anyone commits. Reads the policy, endorsements and exclusions against the claim and builds a coverage note with every clause cited.
Scope this process: Coverage Checks - Claims
Document Chasing
Keep every file moving without chasing by hand. Lists the missing documents per claim, drafts each request, and tracks what has arrived.
Scope this process: Document Chasing - Documents
Document Control
Keep revisions, transmittals and registers in sync across every package. Logs each document as it arrives and flags anyone working from a superseded version.
Scope this process: Document Control - Client Service
Document Requests
Answer "send me the certificate" without digging. Finds the policy documents, assembles the pack, and drafts the reply with the files attached.
Scope this process: Document Requests - Documents
Document Review
Reads contracts and policies against your standard wording, flags every change clause by clause, and holds anything unusual for your counsel to decide.
Scope this process: Document Review - Documents
Drawing Checks
Spot drawing conflicts before they reach site. Checks each revision against the last approved set and the specification, and lists every change. No guessed dimensions.
Scope this process: Drawing Checks - Operations & Finance
Due Diligence Returns
Complete supplier and regulator questionnaires from the record. Pulls answers from your policies and past returns, drafts every field, and holds the submission for a person.
Scope this process: Due Diligence Returns - Quoting & Pricing
Estimating
Give estimators a priced draft, not a pile of drawings. Takes off quantities, applies your own rates, and routes each judgment call to the estimator who owns it.
Scope this process: Estimating - Leadership
Exception Digest
Start the day with what is outside your rules instead of noise. Delivers a short digest of every exception, each linked to its record.
Scope this process: Exception Digest - Monitoring
Exposure Watch
Keep exposure current without assembling it by hand. Reprices the book against each morning's currency moves, chases what is stale, and summarizes the changes.
Scope this process: Exposure Watch - Monitoring
Field Readings
Go from reading to action. Checks every field reading against its tolerance and comes back with the exceptions plus the record.
Scope this process: Field Readings - Field & Sites
Field Reports
Read inspection and field reports as they arrive, untangle missing readings, and leave the engineer a clear list of what needs action.
Scope this process: Field Reports - Field & Sites
Inspections
Cut the inspections you forgot about. Collates inspection schedules and reports, flags what is overdue, and books what a person approves.
Scope this process: Inspections - Operations & Finance
Invoice Matching
Stop invoices from sitting. Matches each invoice to its order and receipt, tracks supplier balances, and nudges the right owner when something needs a person.
Scope this process: Invoice Matching - Documents
Lease Abstraction
Keep lease obligations in view. Reads each lease, extracts dates, rents and break clauses into your register, and flags the terms that need a person.
Scope this process: Lease Abstraction - Leadership
Morning Briefing
Stay oriented without living in every system. Delivers a morning briefing of what moved overnight across claims, projects and accounts, with the source for every line and what needs a person today.
Scope this process: Morning Briefing - Risk & Compliance
Onboarding Checks
Never lose "who checked this." Reads client documents against your onboarding policy, so every account opens with a real evidence trail.
Scope this process: Onboarding Checks - Field & Sites
Permitting
Track every permit from application to approval. Assembles applications from your own records, follows each agency's process, and logs every condition against the site.
Scope this process: Permitting - Documents
Policy Wording
Keep policy wording consistent across every product. Compares each draft with your standard clauses, flags every change, sends the unusual ones to counsel, and logs the approved version against the product.
Scope this process: Policy Wording - Risk & Compliance
Procedure Review
Catch procedures that no longer match the work. Compares written procedures with how the process ran last week, flags stale steps, and drafts the update.
Scope this process: Procedure Review - Quoting & Pricing
Quoting
Keep submissions moving. Reads each submission, applies your rates and referral limits, drafts the quote, and sends anything outside appetite to an underwriter.
Scope this process: Quoting - Quoting & Pricing
Rate Review
Keep your rates current. Compares them with recent costs and claims, and chases the approvals nobody else has time to chase.
Scope this process: Rate Review - Operations & Finance
Reconciliation
Stay on top of the books. Matches every entry to its record across systems each morning, logs new statements as they arrive, and sends anything that does not line up to a person.
Scope this process: Reconciliation - Documents
Regulatory Change
See the rules shift in ways that matter. Reads new regulation and guidance as it is published, maps it to the policies and procedures it affects, and proposes the changes for your team to make.
Scope this process: Regulatory Change - Monitoring
Renewals
Get a clear view of what is due. Pulls every policy up for renewal, reprices it against your rules, and comes back with the rate change and the reason for each.
Scope this process: Renewals - Leadership
Reporting
Your reporting desk. Pulls figures from your systems of record, assembles the weekly pack, and traces every number back to the record it came from, with open questions sent to their owners.
Scope this process: Reporting - Claims
Reserve Review
Keep reserves in line with the file. Reviews each open claim against new evidence and proposes a reserve change with the reason, for a person to approve.
Scope this process: Reserve Review - Documents
RFI Responses
Answer requests for information from the record. Reads each RFI, finds the drawing, specification and decision it refers to, and drafts a response for the engineer who owns it to approve.
Scope this process: RFI Responses - Monitoring
Schedule Watch
Check the schedule against the work when reports are not enough. Compares progress, deliveries and bookings, and returns a tight list of what will slip.
Scope this process: Schedule Watch - Client Service
Service Requests
Clear the queue without living in it. Reads service requests as they arrive, drafts replies only, and routes the rest to the desk that owns them.
Scope this process: Service Requests - Claims
Settlement Notes
Draft settlement notes from the claim file, past letters and the policy, then record them in the claims system once a person approves.
Scope this process: Settlement Notes - Monitoring
Site Reports
Give project teams reports they can trust. Reads the daily site logs, matches them to the schedule and the budget, and flags delays and overruns with the evidence attached.
Scope this process: Site Reports - Field & Sites
Site Selection
Hold the strongest sites before the window closes. Compares parcels against your criteria, confirms with an engineer, and drops the shortlist with its evidence.
Scope this process: Site Selection - Documents
Specification Review
Check specifications, standards and drawings against each other in one place. Surfaces where they disagree, flags the clauses that need a decision, and returns a list your engineers can act on.
Scope this process: Specification Review - Quoting & Pricing
Submission Triage
Price the strong ones, not the whole pile. Scores each submission against your appetite and hands the underwriter a ranked list ready for review.
Scope this process: Submission Triage - Documents
Submittals
Keep submittals consistent across packages, specifications and approvals. Matches each one to the clause it answers and drafts the review note for an engineer.
Scope this process: Submittals - Claims
Subrogation
Recover what you are owed. Finds claims with a third party at fault, builds the recovery pack from the file and the policy, drafts the demand, and holds it for counsel when terms are disputed.
Scope this process: Subrogation - Operations & Finance
Supplier Portals
Run renewals, statements and procurement on portals with no clean connection. Follows the same path every week and comes back with exceptions only.
Scope this process: Supplier Portals - Documents
Tender Screening
Bid on the right work. Screens each tender against your own criteria and capacity, and lists the strong fits for a person to approve.
Scope this process: Tender Screening
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