Features
AI-powered document search across millions of filings and transcripts
Sentiment analysis and tone change detection in earnings calls
Trending topics and sentiment divergence analysis
Filings screener with alerts
Insider transactions and institutional ownership tracking (13-F)
ETF and mutual fund holdings analysis
Global fundamental data and estimates (Enterprise)
Global equity screener (Enterprise)
Note taking and collaboration within platform
Excel and Google Sheets add-on (Enterprise)
SEC, SEDAR, Company House, and international filings search
Research reports access (Enterprise)
Document search for press releases and transcripts
Document alerts for new filings
AI-powered contract analysis and review
Chat-based document conversations with AI and teammates
Advanced semantic search across contract repositories
Automatic detection of contract types, signatures, and key terms
Smart alerts for payment, renewal, and reporting deadlines
Workspaces for synced team collaboration
End-to-end workflow experience (redesigned April 2025)
Integration with Anthropic's Claude AI
GDPR, ISO27001, and SOC2 compliant
24/7 global coverage with enterprise-grade security
Guided AI contract analysis via Consilio partnership (July 2025)
Available on AWS Marketplace AI Agents and Tools storefront
