Ask one question across every contract. Get the clause and its page.
Ten standard terms answered in every document, full text search across everything you hold, and every answer shown with the clause on its page. The same answers as a table, a report, a mind map and a board deck, with Vera beside you to take a finding further.
The answer to what is our total liability exposure or which contracts auto-renew in Q3 is sitting in a shared drive full of PDFs nobody can query. Finding it means opening files one at a time. The Document Agent turns the drive into something you can ask a question.
From a folder of PDFs to a searchable, answerable library.
Upload, and the AI reads, indexes, and stands ready to answer.
Single, bulk, and CSV-imported uploads with status tracking, filters, and bulk actions. Drop a folder of 300 legacy PDFs and have a searchable library by lunch.
AI pre-extracts vendor, dates, amounts, and terms; low-confidence fields go to a human review queue. Trust the vendor, value, and end date on every record without typing them.
The same answers across your whole estate side by side, exportable to Excel. Ask for price increase across every contract and export it.
The answers written up as a report and drawn as a mind map of who holds what, with Word, Excel and board deck exports and Vera beside you to draft the email.
Search that shows its page.
The ten terms are read out of every document and kept with the page they came from, and anything else you type searches the stored text. Every answer is grounded in the source document and shown on its page, so you can check the paragraph, not just trust a summary.
Built to be trusted with the whole estate.
Search is only useful if the answers are grounded and the documents are safe.
Every uploaded document’s text is stored and searched in full, so a new upload joins the search without a manual step.
AI extraction pre-fills every record, but fields it is unsure of route to a person to confirm, so the structured data you filter and report on is reliable.
Answers are anchored to source clauses, so a table is auditable: every cell links back to the paragraph it came from.
Documents live behind row-level security, every view and download is logged with actor, IP, and user agent, and downloads use short-lived signed URLs.
Secure project rooms with private share links, plus deal-grade review that generates a risk register, so you can hand an acquirer a clean register instead of a folder dump.
The answer in a search box, not a week of opening files.
Answering a portfolio-wide legal question used to mean one person opening hundreds of PDFs and building a spreadsheet by hand. Now it is one question and an exported grid.
Estimate your own hours →Cited, grounded, and built for contracts.
Enterprise search and generic AI both fall down on the two things that matter here: citations and domain fit.
Keyword search returns a list of documents to open. Search here returns the clause on its page, and answers the question across all of them at once.
A generic tool will summarize confidently and cite nothing. Every answer here anchors to the source clause, so a legal team can verify it.
Opening PDFs one at a time to fill a tracker is exactly the manual work this removes. Ask once, export the grid, move on.
Business value, and the operational value under it.
One line for the board paper, and the day to day the team actually feels.
- Portfolio-wide legal and commercial questions answered in minutes, so risk reviews stop being projects.
- A defensible answer for auditors and acquirers: cited, exportable, and backed by an access log.
- Reliable structured data on every contract, so spend and renewal reporting is trustworthy.
- A clean risk register on demand for diligence, instead of a folder handed over raw.
- A searchable library from a folder of PDFs by lunch, no manual data entry.
- One question across the whole estate, cited and exported to Excel.
- Findings that turn straight into a drafted email, a report, or a board deck.
- Every new upload joins the search without a step.
Turn the shared drive into something you can ask.
Cited answers across every contract you own.