Where production can help
Press-release and filing versions may diverge during the last review cycle. The source approver must decide which text and numbers control each output.
Typical coordinator: IR operations leads and disclosure coordinators.
Material to discuss: Approved earnings releases, supporting tables and client-approved exhibits.
Services for your team
Approval and scope
Issuer management, counsel and the appointed filing team retain disclosure, publication and submission decisions.
Specify whether the job is website presentation, editable drafting or EDGAR-oriented HTML.
A sensible first pilot
An earnings table labelled in thousands must retain that unit note beside its figures.
Define the output, complexity limit, named reviewer and one correction round. Agree the turnaround clock after complete approved inputs; do not assume a deadline until the production and review slot is confirmed.
Before confidential work
Confirm permitted processing locations, licensed tooling, transfer route, approved people and retention. This website offers no private-file upload. Start with non-confidential scope information.
Review the onboarding checklist →