Documents, classified.
Folder taxonomy organized by category. AI summaries generated on upload. DocuSign integration for execution. Auto-archive to the Vault for permanent compliance record.
What this module does, end to end.
Pre-built folder taxonomy
Governance, Equity, Financial, Disclosure, Contract. Color-coded. The shared drive of "FINAL_v3" files goes away.
AI summary on upload
On contract, board resolution, or audit-report upload, AI extracts entities, key terms, materiality flag, and writes a three-line summary.
DocuSign integration
Send envelopes, track signing, auto-archive signed PDFs to the Vault. Board resolutions sign in-portal; the workflow stays in one application.
Full-Text Search Across All Docs
Vault-wide search. Find every contract that mentions a specific party, amount, or jurisdiction in seconds.
Amendment diff
File an amendment and the workbench shows exactly what changed against the original, line by line, before it leaves the building.
See it in production.
Early-access program by invitation. Onboarding in minutes. Your Vault is live the moment your ticker is recognized.