Reporting & Lookups
Reporting that rolls up to whatever your team owns.
Configurable rollups across your records. Track renewal cycles, status mix, and monthly trends. Add industry packs for specialized lookups.
Configurable dashboards
Pick the widgets you care about, sort the layout, and save the view per team. Defaults travel with new members so onboarding is a one-step.
- Drag-and-drop widgets
- Save views
- Per-team defaults
- Embed-ready charts
Renewals & key dates
Surface what's expiring this month before the client calls. Renewal forecasts, status-mix breakdowns, and month-over-month trends roll up across whatever entity your team owns.
- Renewal forecasts
- Status-mix breakdowns
- Month-over-month trends
- Calendar export
Industry packs
Optional add-ons that bring vertical-specific reports and lookups. Turn on what your team needs; leave the rest off so the UI stays clean.
- Insurance: property data + FEMA flood maps
- Healthcare: payer-policy reports
- Legal: matter-status rollups
- Financial: approved-product mix
Export & share
Pull reports into the formats your team already uses. Schedule a weekly digest, share a read-only link with a partner, or hand a print-ready PDF to the boardroom.
- CSV export
- Print-ready PDF
- Scheduled email digests
- Public read-only share links (toggleable)
Built so your most sensitive documents can live here.
Tenant isolation
Your documents, conversations, and embeddings live in a workspace only your team can reach.
Encryption in transit and at rest
TLS 1.3 in transit, AES-256 at rest, on isolated cloud storage.
Citations on every answer
No floating claims. Every response links to the exact source paragraph.
Never used to train shared models
Your data is never used to train models that touch any other customer.
Compliance-ready
SOC 2 Type II in progress. HIPAA-aligned configurations available on request. DPA on request.
Stop searching folders. Start asking your AI.
A 20-minute walkthrough on your documents. No slideware, no scripted demo — your real questions, your real answers.