We’re excited to announce two powerful new features that leverage AI to help you work smarter with your documents: Document Data Extraction, Document Abstracts and Checklists.
Document Data Extraction: Turn Documents into Structured Data
Gone are the days of manually combing through contracts to find critical information. Our new Document Data Extraction feature automatically extracts key data points from your documents in seconds.
What it does:
- Automatically identifies document type (lease, PSA, amendment, etc)
- Extracts 18+ critical fields including dates, parties, financial terms, and deadlines
- Tracks important dates like lease expiration, renewal notices, and payment due dates
- Links amendments to their base documents for complete visibility
- Makes all data searchable, filterable, and exportable from a centralized dashboard
Access extracted data from the new Document Data page or directly from any document.
Document Abstracts: Instant Summaries
Need to create a customized abstract? Our Document Abstract feature creates professional, human-readable summaries in two formats that you can choose from:
Short Form – Executive summaries highlighting:
- Key parties and deal points
- Financial terms and obligations
- Critical dates and deadlines
- Unusual provisions or red flags
Long Form – Comprehensive analysis including:
- Detailed coverage of all provisions
- Cross-references and dependencies
- Complete terms and conditions
- Ideal for thorough due diligence
Each abstract is created as a fully editable document that you can customize, share, or include in your deal workflow.
Deal Checklists and Templates
Never miss a critical step again. Our new Checklists feature lets you create reusable checklist templates for your most common deal workflows, then instantly apply them to any deal with due dates, team assignments, and progress tracking.
Key highlights:
- Reusable templates – Build once, use everywhere across your team and affiliated workspaces
- Smart automation – Auto-calculate due dates from key milestones and auto-complete tasks when documents are signed
- Stay on track – Assign tasks to team members with automated email reminders before due dates
- Never lose context – Link checklist items directly to documents and track who completed what and when
✨ Available Now for Premium & Professional Plans
Both features are powered by advanced AI and available to Premium subscribers. Try them today and experience the future of document intelligence.
