Document Agent

Your Documents
Contain the Answer.
Document Agent
Finds It.

Ask any question in plain language. Get a precise, context-aware answer — with automatic #tag citations linking every claim back to its exact source passage.

  • No manual search
  • No unexplained outputs
  • No guesswork

Available on multi-tenant SaaS or fully on-premise

Used by legal operations teams, clinical administrators, finance analysts, and compliance officers across regulated industries.

The Problem

Every AI Search Tool Gives You
an Answer. None of Them Show You
Where It Came From.

Role
Why Sourcing Matters
For a contract lawyer
An unsourced answer is inadmissible.
For a clinical administrator
An unsourced answer is liability.
For a compliance officer
An unsourced answer is grounds for rejection.

The organisations with the most documents — and the most to gain from intelligent search — are exactly the ones who cannot afford to trust an answer they cannot trace. That is the gap Document Agent was built to close.

01

Your data leaves your environment

Most cloud AI tools process documents on shared infrastructure. In regulated industries, that ends the conversation before it starts.

02

Keyword search is not document intelligence

Retrieving a document that contains a word is not the same as answering a question. The difference costs hours per query, every day.

03

An answer without a source is a risk

In legal, clinical, and compliance contexts, you need the answer and the evidence. An unsourced answer creates more exposure than no answer at all.

The Solution

Intelligent Answers.
Traceable Sources.
Inside Your Environment.

Document Agent turns your document library into a queryable knowledge layer.

Ask in plain language. Get a precise, cited answer. See exactly which document, section, and passage it drew from — every time, automatically. No prompt engineering. No manual cross-referencing. No outputs you cannot stand behind.

Capabilities

Built for High-Stakes
Document Environments

Not adapted from a general-purpose AI tool. Purpose-built for organisations where document accuracy is a legal and operational requirement.

Secure Upload & Org-Level Access Control

Every document lives within your organisation's isolated environment. Role-based access controls determine who sees what — and every upload, query, and access event is logged for audit. No cross-tenant data access. Granular permissions. Complete, exportable audit trails.

Natural Language Querying

No Boolean operators. No folder navigation. No keyword guessing. Type the question the way you'd ask a subject matter expert — Document Agent searches semantically across your entire library at once.

  • "What indemnification clauses apply to the Harrington agreement?"
  • "Which patient intake forms require physician countersignature?"
  • "Summarise liability limits across all active vendor contracts."

Context-Aware Answers with #Tag Citations

Every answer is anchored to its source. The #tag system automatically links each part of the response to the exact document, section, and passage. Click a tag — jump directly to the source text in context. Not "here is an answer," but "here is the answer, and here is clause 4.2 on page 7 of Contract #KS-2024-118 that proves it."

Fast Response Across Large Document Sets

Speed and depth are not a tradeoff. Optimised for low-latency retrieval across thousands of pages, hundreds of files, and complex cross-document relationships — without performance degradation as your library grows. Sub-second query response on standard document sets.

SaaS or On-Premise — Your Infrastructure, Your Choice

Deploy in the cloud for speed and ease of management. Deploy on-premise for full data sovereignty. Run both for different document classifications within the same organisation. Hybrid deployment available on Enterprise.

How It Works

From Upload to Answer in Three Steps

1

Upload Your Documents

Drag in PDFs, Word files, or scanned documents — or connect your existing document repository. Access controls apply at the moment of upload. Every document lives within your organisation's isolated space.

Supports: PDF  ·  DOCX  ·  TXT  ·  XLS  ·  Scanned PDFs with OCR

2

Ask in Plain Language

Type your question the way you would phrase it in a message to a colleague who has read everything. Document Agent searches semantically across your full library simultaneously. No training required. No configuration. Just ask.

3

Get a Cited, Actionable Answer

Receive a precise answer with automatic #tag citations linking every claim to its source passage, filename, and page — with a complete evidence trail attached to every output.

Industries

Built for Organisations Where
Documents Drive Decisions

Legal Teams & Law Firms

Contract review, clause extraction, due diligence, and precedent search — in a fraction of the time, with citations your team can actually stand behind.

"Termination clauses in Q3 vendor contracts?"

"Agreements expiring in 90 days?"

"Compare liability caps across five NDAs."

Healthcare & Clinical Operations

Patient intake, clinical protocols, insurance policies, and compliance documentation — queryable without PHI leaving your controlled environment. On-premise deployment available for HIPAA-sensitive use cases.

Financial Services & Banking

Regulatory filings, credit agreements, investment documents, and audit records — precise cited answers in seconds, not hours of manual review.

Compliance & Regulatory Affairs

Map regulatory requirements. Identify gaps. Generate audit-ready evidence with source citations pre-attached to every finding.

Enterprise Knowledge Management

Policies, SOPs, onboarding materials, internal wiki — stop hunting through folders. Ask Document Agent instead.

Security

Security Is Not a Feature.
It Is the Architecture.

Document Agent was designed from the ground up for environments where data sovereignty is a legal requirement, not a preference.

Organisation-Level Isolation

No cross-tenant access. Every organisation's documents exist in a completely separate environment. No exceptions, no workarounds.

On-Premise Deployment

Full deployment inside your own infrastructure. Your documents are processed on your servers. Nothing touches shared infrastructure.

Complete Audit Trails

Every upload, download, and access event is logged — ready for internal review or external audit with full export support.

Zero Model Training on Your Data

Your documents answer your queries. They are never used to train, fine-tune, or improve any shared model. This applies to every plan, without exception.

SOC 2 Ready HIPAA Compatible GDPR Aligned On-Premise Available
FAQ

Frequently Asked Questions

Yes. The Enterprise plan includes full on-premise deployment — your documents never leave your infrastructure. We provide setup documentation and hands-on support. Most teams are operational within one business day.

When Document Agent generates an answer, it automatically identifies the source passages supporting each claim and links them as #tag references. Clicking a tag takes you directly to that exact text in the original document — specific clause, specific page, in full context.

PDF (including scanned documents with OCR), DOCX, TXT, XLSX, and most common document formats. Contact us for specific format requirements.

Document Agent is built to support HIPAA and GDPR requirements through organisation-level data isolation, on-premise deployment options, complete audit trails, and zero cross-tenant data sharing. Enterprise customers receive a dedicated compliance review session.

No. Your documents are used exclusively to answer your queries. They are never used to train, fine-tune, or improve any shared model. This applies to every plan, with no exceptions.

Your documents already
contain the answers.
Make them accessible.

Upload your first documents and run your first query in under 30 minutes. Free to start. No card required.

14-day free trial Cancel anytime GDPR compliant On-premise available on Enterprise