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, version-tracked, role-scoped. 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.
Version History
Every revision tracked. Diff view shows exactly what changed between drafts. Restore any prior version with one click.
Role-Scoped Access
PRIVATE, RESTRICTED, TEAM, PUBLIC visibility tiers. RLS-enforced at the database. SOC 2 audit ready by default.
See it in production.
Early-access program by invitation. Onboarding in minutes. Your Vault is live the moment your ticker is recognized.