Coverage Tracking: Monitor Your Outstanding Requests

No matter how many documents a target company sends, the real question is always: have they sent the right ones? Coverage answers that question. It maps every item in your information request to the documents you’ve received, so you can see exactly what’s been provided, what’s still pending, and where to focus your follow-up.

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How coverage works

When you create a deal, every request item in the taxonomy becomes a coverage item. Plomo tracks each one independently throughout the deal. As documents are classified, Plomo automatically suggests coverage links — if an incoming document’s classification matches a request item, coverage updates without any manual action from you. You can also make manual links yourself, add notes, or dismiss a suggestion if the AI got it wrong.

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Coverage statuses

Each request item carries one of three statuses:

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Automatic coverage suggestions

When Plomo classifies a document, it compares the assigned category and subcategory against the request items in your taxonomy. If the classification maps to a specific item, Plomo creates a coverage suggestion — a proposed link between the document and that item. You’ll see these suggestions highlighted in the Coverage panel. You can:

• Accept the suggestion to mark the item as received and link the document to it
• Dismiss the suggestion if the match is incorrect
• Edit the link to point to a different request item

Plomo doesn’t mark an item as received until you accept the suggestion (or link the document manually) — so coverage always reflects what you’ve verified, not just what the AI guessed.

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Manual linking

You can manually link any document to any coverage item at any time. This is useful when a document covers multiple request items, when a file is intentionally kept uncategorized, or when you want to record receipt of something before classification is complete. To link a document manually, open the coverage item and select Link Document, then choose the relevant file from the deal’s document list.

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Coverage notes

Every coverage item has a free-text Notes field. Use it to record context that isn’t captured by a document link — for example:

• “Requested 2024-01-15, target confirmed receipt and said to expect by end of week”
• “Item not applicable — target has no subsidiaries”
• “Received in redacted form — full version requested”

Notes are personal — only you can see the notes you write. They are stored encrypted and are not shared with other collaborators on the deal.

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Using coverage to prioritize follow-up

The Coverage panel gives you a prioritized view of gaps. Sort by status to surface all Not Started items, then use the breakdown by category to identify which functional areas are most incomplete. When you’re ready to follow up with the target company, you can reference the specific item names from the coverage list in your request — this makes it easier for the target to understand exactly what’s still needed.

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Coverage and the taxonomy

Coverage is directly tied to the taxonomy. If you add a new request item to the taxonomy after deal creation, it immediately appears in coverage as Not Started. If you remove an item from the taxonomy, its coverage record is archived but not permanently deleted — you can restore it if needed.