How To Use Docugami

How To Use Docugami

Docugami is an advanced AI-powered document engineering platform designed to help organizations transform unstructured documents into structured, actionable data. Whether you're working with contracts, reports, or business documents, Docugami lets you extract insights, automate workflows, and generate structured outputs without changing how your teams create documents.

What Is Docugami?

Docugami is a SaaS tool that uses cutting-edge AI and natural language processing (NLP) to:

• Analyze complex business documents

• Understand structure and meaning

• Extract customized data points

• Enable compliance, reporting, and automation

• Work within your existing tools like Microsoft Word and SharePoint

It’s particularly useful for industries that rely heavily on contracts, such as legal, healthcare, construction, and finance.

Key Features of Docugami

• ✅ AI-Driven Document Understanding
  Docugami learns the structure and meaning of your documents to extract key information across thousands of files.

• 📄 Contract Data Extraction
  Identify clauses, terms, deadlines, and obligations across all contracts, automatically.

• 🔄 Document Generation
  Generate new documents using reusable components from existing files with consistent formatting.

• 🔍 Searchable Insights
  Filter documents based on specific clauses or metadata with high accuracy.

• 🤖 Integration-Friendly
  Integrates with Microsoft Office, Google Drive, SharePoint, and other enterprise tools.

• 🔐 Privacy First
  Your data is stored securely, with strict access controls and compliance to standards.

How To Use

Here’s a step-by-step guide on how to use Docugami effectively:

Step 1: Sign Up and Log In

• Go to https://www.docugami.com

• Request access or join a waitlist depending on your business type.

• Log in with your business email and set up your organization profile.

Step 2: Upload Your Documents

• Upload documents like contracts, NDAs, service agreements, etc.

• Supported formats include DOCX, PDF, and TXT.

• Organize files into folders or projects for easier access.

Step 3: Train the AI

• Highlight key terms or sections you care about (e.g., payment terms, clauses, deadlines).

• Docugami learns your preferences over time—no coding or templates required.

Step 4: Extract Structured Data

• Use the AI to extract:

  • Clauses

  • Dates

  • Party names

  • Conditions

• You can export this data to Excel, CSV, or JSON for use in other tools.

Step 5: Automate Workflows

• Create custom rules to:

  • Get alerts for expiring clauses

  • Auto-generate new documents from templates

  • Flag non-compliant contracts

Step 6: Collaborate With Teams

• Share annotated documents with your legal, sales, or compliance team.

• Define access controls and workflows based on roles.

Who Should Use Docugami?

• Legal Teams: Analyze and monitor large volumes of contracts.

• Compliance Officers: Ensure documents meet regulatory standards.

• Sales & Procurement: Auto-generate and track proposals and agreements.

• Executives: Gain visibility into contract risks and opportunities.

Pros and Cons

✅ Pros

• No coding needed

• Learns from your documents

• Flexible for any industry

• Secure and enterprise-grade

❌ Cons

• Enterprise pricing (not free)

• Requires onboarding or demo request

• Limited availability for small teams

Docugami Alternatives

• Kira Systems

• Lexion

• Evisort

• ContractPodAI

• Microsoft Syntex

Pricing

Docugami offers custom enterprise pricing. You’ll need to request a demo or contact sales for a quote. No public free tier is available as of now.