Proactive Compliance & Governance Monitoring
Proactive Compliance Checks & Updates
Continuous AI-Powered Content Monitoring
Automated Search Triggers & Workflow Integration
Timely Invoice & Contract Alerts
Seamless Integration & Reduced Manual Effort
Automated PII & Sensitive Data Detection
Dynamic Labeling & Records Policy Application
Compliance & Regulatory Enforcement
Intelligent Workflow Triggers & Conditional Approvals
Automated Expense & Invoice Processing
Missing Document Detection & Task Assignment
Accelerated Workflows & Reduced Manual Entry
Automated Document & Image Classification
Intelligent Metadata Extraction & Population
Sentiment Analysis for Deeper Insights
Enhanced Accuracy & Efficiency
In-Document AI Analysis & Q&A
Compliance & Regulatory Support
Automated Contract & Obligation Insights
Data-Driven Insights & Decision Support
AI-Assisted Document Discovery
Contextual & Natural Language Queries
Faster Retrieval & Hidden Knowledge Unlock
Document Assistant
In-document AI assistance to analyze and answer questions about a loaded document
Bring the power of AI directly into your documents
By analyzing text in real time, Document Assistant answers questions, identifies key details, and flags potential compliance issues—all within a single interface. From contracts to policy documents, Document Assistant streamlines the review process and helps your team work more efficiently.
Key Features
In-Document AI Analysis & Q&A
Engage with your documents as if you’re chatting with an expert. Document Assistant understands your questions in natural language and delivers precise, context-aware answers.
Compliance & Regulatory Support
Stay ahead of evolving regulations. Document Assistant scans for compliance-related content—such as retention requirements or regulatory clauses—helping you meet standards like SOX and HIPAA.
Automated Contract & Obligation Insights
Extract critical data points like deliverables, due dates, and obligations. Document Assistant flags areas needing attention, reducing the risk of missed milestones or unclear terms.
Enhanced Accuracy & Efficiency
Eliminate manual reviews of lengthy or complex documents. With AI-powered analysis, Document Assistant significantly speeds up workflows while minimizing human error.
Target Customers
Get compliance support and understand potential compliance and regulatory scope of document and retention requirements under regulations such as SOX, and HIPAA​. Enhance document comprehension.​ Reduce the need for manual review of complex documents and improve accuracy and efficiency in contract management, compliance, and audits with Document Assistant

  • Legal Firms
  • Contact Managers
  • Procurement Departments
Why Document Assistant?
  • Streamlined Document Workflows
    Reduce time spent digging through dense documents or verifying compliance manually. Document Assistant surfaces relevant information instantly.
    01
  • Improved Collaboration
    Multiple stakeholders—legal, compliance, and operational teams—can rely on a single source of truth, ensuring everyone has the insights they need.
    02
  • Scalable & Secure
    Whether you’re managing a handful of contracts or thousands of records, Document Assistant scales to meet your organization’s demands. Built-in security protocols protect sensitive information.
    03
  • Actionable Intelligence
    From flagging missing signatures to recommending next steps, Document Assistant delivers insights that help your teams make confident, data-driven decisions.
    04
Ready to Learn More?
See how Document Assistant can transform your document reviews, boost compliance, and cut down on manual tasks. Contact us or request a demo to experience AI-powered in-document analysis in action.