What does SyncroDoc do?

SyncroDoc analyzes plan governing documents and contracts. It compares plans against each other, tracks amendments against a base plan document, extracts decisions from board minutes, and analyzes fees and invoices. Every finding is cited to the exact page and paragraph in the source PDF.

Who is SyncroDoc for?

ERISA legal teams, multiemployer and Taft-Hartley fund administrators, and third-party administrators who manage large sets of plan documents, summary plan descriptions and summaries of material modification.

How is SyncroDoc different from using a general-purpose AI chatbot?

A general-purpose chatbot gives answers without provenance, splits long documents to fit a context window so cross-references are missed, is not repeatable, and keeps no audit trail. SyncroDoc reads the full document set on every run, cites page and paragraph for every provision, retains the reasoning behind each conclusion, and runs on an enterprise API instance where client documents are never used for training.

Is there a tool that compares summary plan descriptions and tracks amendments?

SyncroDoc compares SPDs and plan documents provision by provision, maps summaries of material modification chronologically against the base plan, shows the current status of each provision, and can generate a consolidated current-state SPD restatement with full citation trails.

How does SyncroDoc handle security and client data?

Each client runs in a dedicated, isolated environment. Client documents are never used to train any model, and that prohibition is flowed down to the underlying AI provider. Access is least-privilege under Zero Trust, every action is logged, and client data is returned or destroyed within 30 days of termination.

What does SyncroDoc cost?

SyncroDoc is licensed annually. Pricing depends on how many workflows are put into production and the volume of analyses. New workflows and product improvements are included in the annual license. Contact info@syncrodocsystems.com for current pricing.

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Responsible document intelligence for the benefits industry

Plan documents, compared in minutes.

SyncroDoc reads the full document set, finds every difference, and cites the exact page behind each one.

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ERISA legal teams Fund administrators TPAs

What’s at stake

An inconsistency doesn’t stay on the page

One provision. Two documents. Different language. Here is where it ends up.

01Unclear provision
02Claim paid wrong
03Appeal and rework
04Litigation

Felt by the member, questioned by the fund, worn by you at renewal.

19%

of in-network claims were denied by HealthCare.gov marketplace insurers in 2024. Fewer than 1% were appealed, and insurers upheld 66% of those.

KFF, 2026

155

ERISA fiduciary class actions were filed in 2025, close to the all-time high. Health plans were the largest category after defined contribution plans.

Encore Fiduciary / Dorsey & Whitney, 2026

$1.4bn

was restored to plans, participants and beneficiaries by the Department of Labor in FY2025. Corrective action included eliminating improper plan provisions.

US DOL, EBSA FY2025

Figures are from the sources named and are provided for general information. Marketplace denial data covers HealthCare.gov plans; employer and multiemployer plans are not required to report equivalent figures. Nothing here is legal advice.

How it works

The four things that actually matter

What goes wrong, what we do about it, and what you get.

The problem What we do What you get

01The answer sits across two pages nobody reads together.

We read every document end to end, every time.

Conflicts get caught early.

02No two plans are written the same way.

We match provisions by meaning, not by format.

A new plan works on day one.

03You cannot defend an answer you cannot source.

Every answer shows its page and how we got there.

You can prove it.

04Comparing plans by hand takes weeks.

The whole set is analyzed in minutes.

Your team gets the time back.

Seven workflows on the same core

Cross-plan comparison
SPD restatement
Contract analysis
Document reconciliation
Benefit summary audits
Plan document matching
General document analysis

New workflows and improvements are included in the annual license. No upgrade fee when the product moves forward.

Human checkpoint

Nothing files automatically. SyncroDoc reads and shows its sources; your team keeps every decision.

Return on investment

What the manual version of this work costs you

Not headcount. Hours moved off cross-referencing and back onto judgment. Change the inputs to match your operation.

Document analyses per year300

FOB audits, comparisons, restatements, minutes reviews and fee analyses combined.

Hours each one takes today6

End to end, including the second read and the write-up.

Blended hourly cost$85

Fully loaded cost of the people who actually do this work.

Time reduction you assume70%

Set this conservatively. The remainder is the review time your team keeps. SyncroDoc does not remove the reviewer.

Your numbers

1,260

hours returned to the team each year

$107,100

value of that capacity at your blended cost

Manual today1,800 hrs

With SyncroDoc540 hrs

That’s about 31.5 weeks of a full-time person, back.

An estimate, not a quote, and a deliberately conservative one. It counts recovered analyst time only. It leaves out claims misadjudicated against unclear language, the re-adjudication and rework that follows, and the cost of a provision missed in manual review. In practice those are the larger numbers.

Why not a general-purpose AI tool

Uploading a plan document to a chatbot is not the same product

A fair question. Here is the difference, line by line.

A general-purpose chatbot SyncroDoc

Provenance ✕No citations. An answer you cannot source. ✓Page and paragraph for every provision.

Your documents ✕Become training data for someone else’s model. ✓Enterprise API instance. No training, contractually.

Whole document ✕Chunked to fit a context window. ✓The full document set read every time.

Audit trail ✕A chat window. No record six months on. ✓Reasoning and sources retained with every analysis.

Repeatability ✕Same question, different answer. ✓Constrained outputs and checks before release.

Plan structure ✕Breaks on the first unfamiliar drafting style. ✓Mapped by meaning to a library of plan structures.

And no model lock-in

The AI provider sits behind an abstraction layer and can be substituted on notice. No dependence on one vendor’s pricing or roadmap.

Security & data protection

Built for documents you have a fiduciary duty to protect

These controls are architectural and contractual, not policy statements.

Single-tenant isolation

A dedicated environment per client. No shared stores, no pooled index.

Your documents don’t train anything

Contractually prohibited, and flowed down to the AI provider.

Access control & audit trail

Least-privilege under Zero Trust. Every action logged.

Defined data lifecycle

Returned or destroyed within 30 days. 72-hour incident notice.

Contracted service levels

99.5% availability, tiered response targets, service credits.

Vendor review

Architecture and security packet ready: data flow, subprocessors, and our position on PHI and BAAs.

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The team

Built by people who have done this work

A small enough team that you will deal with all of it directly.

Joey Mokos

Industry & strategy

CEBS-certified pension industry veteran. Ran a Taft-Hartley fund as Executive Director and Chief Compliance Officer, and founded CGT Consulting. Joey identified the problem because he lived it.

Ricardo Govindasamy

Operations & delivery

CEO of Govincorp, a technology delivery firm for complex IT programs. Ricardo brings the operational backbone: enterprise delivery and go-to-market.

Clayton Chancey

Architecture & engineering

Founder of Foray Consulting, with a background spanning SpaceX and enterprise systems architecture. Clayton built every part of SyncroDoc.

Insights

Writing from the team

Plan document management, ERISA compliance, and what actually happens when you point AI at governing documents.

26 August 2026

Four things any tool that reads plan documents has to get right

Full-context reading, structural mapping, provenance and repeatability, and why a general-purpose chatbot fails all four.

Read →

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Document work that used to take weeks

Built for the way your team actually works.

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Platform overview

An 11-page overview of what SyncroDoc does, for you or to forward to your leadership.

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Security packet

Architecture and data flow for your vendor review.

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