Features
SEC filing ingestion (10-K, 10-Q, 8-K, etc.)
Precise inline citations to source text
Natural language querying over filings
Financial data extraction and summarization
Risk factor analysis and comparison
Management discussion & analysis (MD&A) insights
Export to PDF, CSV, and Excel
Saved queries and history
Multi-filing cross-reference
Custom watchlists for regular filings
Collaboration features for teams
Bulk analysis for multiple documents
Document annotation and highlights
Regulatory compliance checks
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
