Presbytery clerks & review committees

By the time your Review of Session Records (RSR) report
lands, the errors are two years old.

Your review committee is spending 200+ volunteer hours a year producing findings that take months to reach the clerks who need them. There’s a better way — and your session clerks will thank you for it.

35-day free trial. No credit card required.

215 hrs
average RSR cycle
with manual process
30-church presbytery, per year
21 hrs
same cycle
in Orderly Meetings
90% reduction in review hours
26 mo.
typical lag from submission
to approved findings
Errors corrected 2 years too late
The real problem

RSR was designed to create accountability.
A 26-month turnaround creates archaeology.

Your committee isn’t slow because they’re bad at this. They’re slow because the process is structurally incapable of producing timely correction.

01
Records arrive in every format
PDFs, Word docs, Google links, the occasional paper packet at presbytery. Before you can review anything, you spend weeks just collecting and organizing what you received.
02
9,000 checklist items. Manually.
A 30-church presbytery has roughly 300 meetings a year. Each with a 30-item checklist. That’s 9,000 individual items your committee evaluates by hand, in a spreadsheet, one tab at a time.
03
Three reviewers, three interpretations
Without a standardized tool, your committee members apply the checklist differently. Findings are inconsistent. Sessions get different results for the same issues. The report lacks credibility.
04
By the time findings arrive, nobody remembers
The clerk who made the error in January 2025 may have rotated off by March 2027. The correction arrives too late to matter. RSR stops being accountability and becomes paperwork.
How it works

From submission to approved findings.
In days, not months.

01
Collect & ingest
Sessions submit directly inside Orderly Meetings the moment their minutes are approved. For sessions not yet on the platform, batch-upload up to 25 PDFs at a time. AI extracts metadata and assigns the right checklist automatically.
Near zero collection time
02
AI pre-check
AI reviews each meeting against your checklist — defined and controlled by your presbytery. Preliminary findings are entered automatically. Your committee opens the record and does a human second-look with the pre-check as a guide, not a replacement.
<5 min per meeting vs. 40 min manual
03
Report & deliver
Generate the full exceptions report in one click — PDF, Word, or Excel. Once presbytery approves, hit one button and findings are delivered automatically to every session’s portal. No emails. No ZIP files.
Minutes, not hours
The AI pre-check

Your committee reviews.
AI does the grunt work.

The AI pre-check isn’t autonomous. It’s a force multiplier. It reads the minutes, works through your checklist, and flags findings — so your committee spends their time on judgment calls, not mechanical counting.

Every pre-check includes a human second-look step before anything moves to pending ratification. Your committee stays in control. The AI just removes the 90% of work that didn’t need human judgment anyway.

Dramatically faster per meeting, with your committee’s human judgment at every step
AI pre-check workflow
Metadata extraction
Church name, meeting type, date, quorum — automatic, up to 25 meetings per batch
Checklist assignment
AI matches the right checklist to the meeting type automatically
30-item pre-check
AI works through every checklist item and enters preliminary findings
Human second-look
Your reviewer opens the record side-by-side with findings, confirms or adjusts
Ratification & delivery
One click to approve and deliver findings to the session portal
Before & after

What changes when you use Orderly Meetings

Manual process Orderly Meetings
Record collectionWeeks of chase emails, mixed formatsInstant submission or batch PDF upload
Checklist review40+ min per meeting, manual spreadsheetAI pre-check + <5 min human review
ConsistencyVaries by reviewerSame checklist, same standard, every time
Report generation4–5 hours of manual compilationOne click — PDF, Word, or Excel
Findings deliveryEmails to each session individuallyAutomatic delivery to all session portals
Total cycle time18–26 monthsWeeks — concurrent with the year
Total hours (30 churches)~215 volunteer hours~21 hours
Getting started

Your clerks don’t have to change
a thing. To start.

The biggest objection we hear: “How do I get my session clerks to adopt a new tool?” The answer: you don’t have to — not at first. You can run your entire Review & Control (R&C) workflow in Orderly Meetings today, while sessions still email you PDFs. Session clerks follow naturally once they realize they can self-check before submitting.

01
Start your 90-day R&C pilot
Run your next RSR cycle inside Orderly Meetings. Your committee, your checklists, your submissions — no mandate to session clerks required. At the end of 90 days, you’ll know exactly whether it’s worth formalizing.
No commitment required
02
Publish your checklists
Create checklists for each meeting type — stated, called, congregational, officer elections. Set effective dates. Invite sessions to subscribe. Clerks who opt in can self-check their minutes before submitting, which means fewer exceptions for your committee.
Included in all R&C plans Subscribe in all plans
03
Sessions follow naturally
Once session clerks see that OM users get fewer citations — because they self-checked first — adoption happens without a mandate. The platform becomes something clerks want, not something they’re required to use.
The network effect kicks in
04
Full presbytery on one platform
When sessions submit inside Orderly Meetings, RSR submission is automatic the moment minutes are approved. No PDF. No email. No lag. Your committee can begin review the same day.
The end state

“If you can bring redemption to the brokenness of session minutes and agendas, it should be great evidence of God’s promise of making all things new.

— Church Executive Director  ·  Presbyterian

R&C without the chaos

Review the records.
Not your sanity.

Start your free trial today and run your next RSR cycle in Orderly Meetings. No credit card required.

Ready to bring this to your presbytery? See the step-by-step adoption plan →

Works for PCA, PCUSA, EPC, and all Reformed Presbyterian denominations  ·  35-day free trial