Plan docs. Amendments.
Minutes. Invoices.
One place to make sense of it all.

After a merger, you inherit plans. Sometimes five. Sometimes fifteen. Each with its own governing language on claims, appeals, vesting, eligibility, and more. Finding where plans agree and where they conflict requires reading every page of every document.

SPD Matrix compares plans side by side, extracts the governing language for each provision, and cites the exact page and paragraph. A comparison that used to take weeks takes minutes.

A plan changes over time through Summaries of Material Modifications. Each SMM overrides specific provisions in the base document, but the base document itself does not change. Tracking what was modified, what was superseded, and what still stands requires reading every document in sequence.

SPD Matrix maps amendments chronologically against the base plan, shows the status of each provision, and can generate a consolidated, current-state SPD with full citation trails.

The rationale behind plan decisions lives in meeting minutes, committee notes, and working session records. When a question comes up about why a provision was adopted or when a fee was approved, the answer is somewhere in a decade of documentation.

SPD Matrix extracts decisions from meeting records, organizes them by topic, and presents them on an interactive timeline. Filter by subject, trace decision threads across meetings, and export topic-focused reports.

Invoices, billing statements, and fee schedules arrive from different vendors in different formats. Understanding cost trends, comparing vendor fees, and preparing cost reports means manual data entry and spreadsheet work.

SPD Matrix extracts cost data from uploaded documents, visualizes spending by vendor and category, and exports structured reports in Excel, Word, or PDF.