Built for compliance & operations teams
Your documents already
have the answers
Turn your documents into a knowledge base you can query. Clausey reads them, structures them, extracts any content with reasoning, and automates the work that follows.
Built on the platforms you trust
How it works
From upload to action
Three steps from a pile of documents to answers you can trust and work that runs itself.
Drop in PDFs, spreadsheets, and Word docs. Clausey reads every file and turns it into structured, searchable records.
Ask questions in plain English and get cited answers, then run your policies to flag every exception automatically.
Turn answers into action: workflows that notify, escalate, file, and push results to your systems of record.
uploaded
18 fields
24 policies
Slack + email
The platform
One platform, end to end
From raw documents to autonomous action, every layer works together, and every answer traces back to the source.
Knowledge base
Every document, structured and searchable
Upload PDFs, spreadsheets, and Word docs. Clausey reads them, extracts the fields that matter, and turns a pile of files into an interactive knowledge base you can actually query.
Ask Clausey
Answers with a source, every time
Ask in plain English and get an answer grounded in your own documents, every claim cited back to the exact page, so you can trust it and prove it.
Policy engine
Check every record against your rules
Describe your policies in plain language. Clausey turns them into checks and runs them across thousands of records in seconds, flagging every violation with the reason why.
Workflows
Automate the work that follows
Build multi-step workflows visually, extract, check, notify, escalate, file. Clausey runs them reliably in the background and shows you every step along the way.
E-signatures
Sign and send, all in one place
Send documents out for signature without leaving Clausey, with a tamper-evident audit trail on every request. Enterprise unlocks eIDAS Qualified Electronic Signatures (QES) for legally binding agreements across the EU and UK.
Use cases
Built for document-heavy teams
One platform, many industries, anywhere the answers are buried in documents and the rules are hard to enforce by hand.
Procurement
Compare contracts and POs against policy, surface off-contract terms, and route what needs approval.
Legal
Review agreements at scale: extract key terms, flag risky clauses, and answer with citations to the source.
Finance & Private Equity
Read fund docs, statements, and agreements, pull out the numbers, and check them against your mandate.
Higher Education & Compliance
Track student records, flag visa, status, and program-date issues, and turn a handbook of rules into automatic checks.
Operations
Turn inboxes full of documents into structured data, read, checked, and filed without the manual busywork.
Customer & Member Services
Answer questions instantly from your own documents, with every response cited and auditable.
Benefits
Why teams switch to Clausey
The manual document work that eats your team's week, read, checked, and acted on automatically.
Hours become seconds
Checks that took analysts days run across thousands of records in seconds.
Cited and auditable
Every answer links back to the exact page, so you can trust it and prove it.
No-code policies
Describe your rules in plain English; Clausey turns them into checks that run themselves.
Dashboard
Nothing slips through
Every record is checked against every rule, exceptions surface with the reason why.
Built for regulated data
Security, isolation, and PII handling designed for student and financial records.
Works with your stack
Email, storage, e-signature, and your systems of record, connected, not copy-pasted.
Pricing
Simple pricing. Serious platform.
Start with document extraction and AI queries. Scale into workflow automation, email integration, and enterprise features when you need them.
Professional
For teams getting started with document intelligence.
Book a demo- Up to 500 documents
- Unlimited workspaces
- Unlimited views
- 1 seat
- Custom fields
- Multi-doc comparison
- Email integration
- 100 e-signatures / month
- Export reports
Team
For teams ready to automate document workflows at scale.
Book a demo- Up to 2,000 documents
- Unlimited workspaces
- Unlimited views
- 5 seats
- Everything in Professional
- 250 e-signatures / month
- SSO
- API access
- Priority support
Enterprise
Custom integrations, dedicated support, SLA guarantees, and on-premise options.
Contact us- Unlimited documents
- Unlimited workspaces
- Unlimited views
- Unlimited seats
- Everything in Team
- Unlimited e-signatures
- Qualified electronic signatures (eIDAS)
- Compliance AI Agent
- Custom integrations
- Workflow Builder
For security-first teams
Enterprise-grade from day one
Clausey handles regulated documents, student records, contracts, financials, so security and privacy are built in, not bolted on.
Encrypted in transit and at rest
AES-256 at rest and TLS 1.2+ in transit. Your documents are protected the moment they arrive.
Row-level isolation
Every workspace is isolated at the database level, your data is never visible to another customer.
Never used to train AI
Your documents are yours. We never use them to train AI models, ever.
SSO & SAML
Single sign-on with SAML 2.0, so access follows your existing identity provider and offboarding.
PII-aware logging
Emails, SSNs, and visa IDs are automatically scrubbed from error logs and monitoring, so sensitive data stays out of your tooling.
Soft-delete & recovery
Nothing is lost by accident. Deletes are reversible, and every workflow run is recorded step by step.
FAQs
Frequently Asked Questions
Everything you need to know about getting started with Clausey.
Get the latest product news and behind the scenes updates.