AI Document Assistant

Search across your workspace documents with hybrid keyword + semantic retrieval, citations, compare templates, and saved searches + alerts.

Evidence-based answers across folders

Index your workspace documents once, then search and ask follow-up questions with evidence. Compare key terms across documents and save queries to monitor changes.

How it works

Upload → Index → Search → Ask → Compare → Monitor

Use cases

  • Find renewal terms across contracts and cite the clause.
  • Ask “What are the payment terms?” and follow up with “Any late fees?”
  • Compare proposals side-by-side and export a summary.
  • Save searches and set alerts to track changes over time.

AI Document Assistant FAQs

Answers to common questions about document search, permissions, citations, and plan access.

Is the AI Document Assistant landing page crawlable?

Yes — this page is server-rendered with structured headings, metadata, and JSON-LD so search engines can crawl it.

Will it show documents I can’t access?

No. Permissions are enforced server-side; results are filtered by your workspace folder access.

Can I export or compare results across documents?

Yes. Compare mode extracts key fields side-by-side and can be exported for sharing and review.

What if my plan doesn’t include AI Document Assistant?

You can upgrade via Pricing. In team workspaces, only owners can upgrade — viewers/editors may need to ask their owner.