Inside your infrastructure — on-premise, in your private cloud or fully air-gapped. The complete engine, including the proprietary models behind every Intelligence feature and the Agent, is deployed in your environment.

Platform

The enterprise workspace for document-driven work.

DocxIntel helps enterprises create, understand, review, approve, sign, execute and monitor document-driven work. One workspace for the work, intelligence that understands every document, and an Agent that executes controlled workflows — all running inside your infrastructure.

Workspace · Intelligence · Agent
Create → Understand → Work → Control
Every AI action audited
Runs on your servers

The workspace

Know what needs you in five seconds.

The Overview answers four questions the moment you sign in: what is happening, what needs me, what has AI completed, and what can AI do next.

docxintel.your-company.internal / overview

Good afternoon, Admin

Here's what needs attention across your workspace.

All departments ▾

Needs attention

items need your action

Approvals

assigned to you

AI ready

drafts awaiting confirmation

Risks

open findings above threshold

Needs your attention

Offer — Rahul SharmaManager approval required · Pending approval · Due todayReview
MSA — ABC Corp3 commercial deviations detected · In review · Due ThuReview findings
Invoice — Vendor XPO amount mismatch · Exception · Due todayResolve exception
SOW — Client YSignature pending from customer · Sent for signature · Sent 2d agoOpen signing

Work in progress

3 active · 1 blocked · 2 due today

SOW — Client Y

Draft→BDA review→Finance approval→Legal approval→Signature→Completed

Blocked: legal approver on leave — delegate to unblock

Department workload

BDA
HR
Legal
Finance
Procurement

AI work completed · this week

Processed by the private DocxIntel engine

142

documents analysed

fields extracted

documents classified

drafts generated

risks detected

approval packages prepared

Example data. Every count is permission-aware and opens an actionable queue.

How it is organised

Three layers, four jobs

Every feature belongs to one of four user jobs. The Agent is not a fifth area — it operates all four.

Create

Start the document

New document, AI draft, templates and generation from context.

Understand

Know what it says

Ask, analyse, identify, classify, extract and compare — with evidence.

Work

Move it forward

Review, assign, comment, approve, sign and complete.

Control

Govern the work

Inbox, status, reports, audit, policies and departments.

Every feature

Everything in the product, bucket by bucket

No feature exists for its own sake: each one is a document-work object, state, action or outcome.

Workspace

One controlled place for document-driven work. Every screen shows a real work object, its state and the next action — not a file count.

Overview
The daily command centre: needs attention, approvals, AI ready and risks, work in progress, AI activity, department workload and recent work.
My Work
Your personal queue — review, approve, sign, complete or delegate, sorted by priority and due date.
Inbox
Incoming documents and requests from upload, email and connected systems — classify, assign, start a workflow.
All Documents
A permission-aware repository filtered by department, type, lifecycle status, owner, workflow, risk and AI processing status.
Document detail
Viewer and editor with the business context alongside: Overview, Intelligence, Workflow, Versions, Activity and Related tabs.
Departments
Department workspaces with their own templates, policies, roles, queues, workflows and metrics.
Global search
One search across documents, people, templates, workflows, commands and work items.
Lifecycle and versions
Twelve explicit document states from draft to archived, with every version stored, comparable and restorable.

Create

Start from a blank page, a controlled template or an AI draft built from your own documents and approved data.

New document
Blank, from a template, or generated from context — a requirement, a candidate, a previous agreement.
AI drafting
Proposals, SOWs, offer letters and responses drafted from templates and company knowledge, with sources kept.
Templates
Controlled, department-owned templates with fields, policies and the workflow each one starts.
Policy validation
Checks required sections, mandatory clauses, pricing rules, compensation structure and missing fields before review.
Mass document generation
Populate approved templates from structured data at volume, then validate, route and sign them as one batch.

Understand

Intelligence

Understand every document with evidence. Each result shows its source, confidence and the next human action — never an unsupported answer.

Ask
Questions over the documents you are permitted to see, answered with source documents and evidence — or an honest "not supported".
Analyse
Structured analysis jobs returning findings with evidence, severity, confidence, page, recommended action and a workflow action.
Identify and extract
Fields and entities in a structured table with source location, confidence and editable values; corrections are audited.
Classify
Document type and category with confidence, evidence and recommended routing; bulk classification feeds department queues.
Compare
Additions, removals, changed values, clause deviations and policy impact, side by side — and one click to start a review.
Monitor
Renewal, expiry, probation and obligation dates become watched work items with alerts before they are missed.

Work

Workflows and approvals

Reviews, approvals and automations as real state machines — every step has an owner, a state, a due date and an audit record.

Workflow center
My running workflows, steps that need you, everything running, definitions, failed or blocked work and completed history.
Visual workflow builder
Start, AI process, human review, approval, condition, generate, signature, integration action, notification, wait, monitor and end steps.
Approvals
A queue with reason, requester, deadline and policy basis. Approve, reject, request changes or delegate; reasons are required.
Sequential and parallel approval
Approver rules and thresholds — Finance above a value, Legal on deviations — enforced by the engine.
SLAs and escalation
Timeouts, escalations and blocked states that explain what is blocking and what will unblock it.
Department policy engine
Business rules decide who reviews, who approves and what may be automated, per department.
Notifications
Raised only for work: approvals requested, signatures completed, SLAs at risk, high-severity findings.

Work

Signatures

Signing is part of the workflow, not a separate tool. The approved version is locked, sent, tracked and completed in one place.

Prepare
Recipients, fields, signing order, message and the exact document version being executed.
Send and track
Who has signed, who is next, when it was sent and when reminders go out.
Partially signed
Signed and remaining recipients at a glance, so nothing is chased by email.
Complete
The executed document, its certificate and audit evidence, and the downstream actions it triggers.
Declined or expired
The reason and status, with a corrective action or a restart from the right step.

Agent

A persistent, context-aware copilot on every screen. It operates the same workspace you do, within your permissions, and shows its plan before high-impact actions.

Ask
"What is the termination clause?" "Which contracts expire this quarter?"
Create
"Draft an SOW from this requirement." "Create an offer letter from the HR template."
Review
"Compare this contract with our standard MSA." "Find commercial deviations."
Do
"Send for approval." "Start signature." "Assign legal review."
Monitor
"Watch this contract and alert me 30 days before expiry."
Navigate
"Open Legal, filter contracts, open the comparison view."

Control

Measure the work, trace every decision and set the rules — for people and for the Agent.

Reports
Document cycle time, approval and signature turnaround, exception rate, AI finding resolution and manual effort avoided.
Audit logs
Immutable history of every human, AI and system action — who, what, when, source, result and approval.
Integrations
APIs, webhooks and MCP-compatible actions into CRM, HRMS, ERP and project systems — they stay the system of record.
Admin and RBAC
Users, roles and policies checked at tenant, department, object, action, field and AI-retrieval level.
Data classification
PII and sensitivity controls, retention policies and restricted fields such as compensation.
Agent approval policies
Decide which Agent actions run automatically, which need confirmation and which are never allowed.

Document lifecycle

Every document has a lifecycle, not just a folder

Independent of file format, each document moves through explicit stages and states — so everyone can see where it is and what happens next.

Ingest
Classify
Understand
Create / edit
Review
Approve
Sign
Complete
Monitor
Archive

Draft
In review
Changes requested
Pending approval
Approved
Sent for signature
Partially signed
Completed
Rejected
Expired
Cancelled
Archived

Agent safety model

The Agent never exceeds your authority

Read and analyse run automatically. Anything that changes a controlled record, leaves the organisation or signs is shown first and needs approval.

Read — Automatic: Search documents, read a permitted document, summarise
Analyse — Automatic: Extract, classify, compare, identify risks
Prepare — Automatic, result shown: Draft a proposal, prepare an approval package
Internal low-risk write — Automatic if policy allows: Create a task, add an internal comment
Internal high-impact write — Approval: Change a controlled record, approve financial or legal content
External communication — Approval: Send an email, share a document externally
Signature — Explicit approval: Send a document for external signature
Destructive — Explicit approval and policy: Delete, revoke, permanently modify

Agent permissions are bounded by the initiating user’s effective permissions and organisation policy. Every Agent action records source, actor, tool, timestamp, result and approval state.

End to end

From any input to a completed, audited outcome

Input
Email, upload, connected system or a user request
The document and its business context enter the workspace and are stored and versioned.
Understand
Parse, classify, extract, enrich
What type of work is this, which facts matter, and what related context is allowed.
AI
Analyse, generate, compare, review
AI produces drafts and findings with evidence; a person confirms them.
People
The right human work queue
Items land in My Work with a reason, priority, due date and one primary action.
Policy
Approval by policy
Sequential or parallel approvers chosen by department rules and thresholds.
Execute
Sign and execute
The approved version is locked and signed; downstream systems are updated.
Monitor
Watch what comes next
Renewals, expiries and obligations become monitored work items.
Evidence
Completed, with a full audit trail
Every human, AI and system action is recorded — and the dashboard reflects it.

Questions about the platform

Straight answers, no sales deck. If the answer you need is missing, ask us directly.

Is DocxIntel a document management system?

No. It stores and versions documents, but its job is the work around them: understanding what a document says, routing it to the right people, getting it approved and signed, triggering what happens next and watching the dates that matter. External systems — CRM, HRMS, ERP — stay the system of record; DocxIntel coordinates the document work around them.

Is the Agent a chatbot?

Do we have to change how each department works?

How is AI kept accountable?

Where does it run?

See it run on your documents.

A fixed-fee Proof of Value deploys DocxIntel in your environment and runs one of your real department workflows end to end — from intake to signed, audited outcome.

Runs in your environment
Your real workflow
Audited end to end

Platform

The enterprise workspace for document-driven work.

Workspace · Intelligence · Agent
Create → Understand → Work → Control
Every AI action audited
Runs on your servers

The workspace

Know what needs you in five seconds.

The Overview answers four questions the moment you sign in: what is happening, what needs me, what has AI completed, and what can AI do next.

docxintel.your-company.internal / overview

Good afternoon, Admin

Here's what needs attention across your workspace.

All departments ▾

Needs attention

items need your action

Approvals

assigned to you

AI ready

drafts awaiting confirmation

Risks

open findings above threshold

Needs your attention

Offer — Rahul SharmaManager approval required · Pending approval · Due todayReview
MSA — ABC Corp3 commercial deviations detected · In review · Due ThuReview findings
Invoice — Vendor XPO amount mismatch · Exception · Due todayResolve exception
SOW — Client YSignature pending from customer · Sent for signature · Sent 2d agoOpen signing

Work in progress

3 active · 1 blocked · 2 due today

SOW — Client Y

Draft→BDA review→Finance approval→Legal approval→Signature→Completed

Blocked: legal approver on leave — delegate to unblock

Department workload

BDA
HR
Legal
Finance
Procurement

AI work completed · this week

Processed by the private DocxIntel engine

142

documents analysed

fields extracted

documents classified

drafts generated

risks detected

approval packages prepared

Example data. Every count is permission-aware and opens an actionable queue.

How it is organised

Three layers, four jobs

Every feature belongs to one of four user jobs. The Agent is not a fifth area — it operates all four.

Create

Start the document

New document, AI draft, templates and generation from context.

Understand

Know what it says

Ask, analyse, identify, classify, extract and compare — with evidence.

Work

Move it forward

Review, assign, comment, approve, sign and complete.

Control

Govern the work

Inbox, status, reports, audit, policies and departments.

Every feature

Everything in the product, bucket by bucket

No feature exists for its own sake: each one is a document-work object, state, action or outcome.

Workspace

One controlled place for document-driven work. Every screen shows a real work object, its state and the next action — not a file count.

Overview
The daily command centre: needs attention, approvals, AI ready and risks, work in progress, AI activity, department workload and recent work.
My Work
Your personal queue — review, approve, sign, complete or delegate, sorted by priority and due date.
Inbox
Incoming documents and requests from upload, email and connected systems — classify, assign, start a workflow.
All Documents
A permission-aware repository filtered by department, type, lifecycle status, owner, workflow, risk and AI processing status.
Document detail
Viewer and editor with the business context alongside: Overview, Intelligence, Workflow, Versions, Activity and Related tabs.
Departments
Department workspaces with their own templates, policies, roles, queues, workflows and metrics.
Global search
One search across documents, people, templates, workflows, commands and work items.
Lifecycle and versions
Twelve explicit document states from draft to archived, with every version stored, comparable and restorable.

Create

Start from a blank page, a controlled template or an AI draft built from your own documents and approved data.

New document
Blank, from a template, or generated from context — a requirement, a candidate, a previous agreement.
AI drafting
Proposals, SOWs, offer letters and responses drafted from templates and company knowledge, with sources kept.
Templates
Controlled, department-owned templates with fields, policies and the workflow each one starts.
Policy validation
Checks required sections, mandatory clauses, pricing rules, compensation structure and missing fields before review.
Mass document generation
Populate approved templates from structured data at volume, then validate, route and sign them as one batch.

Understand

Intelligence

Understand every document with evidence. Each result shows its source, confidence and the next human action — never an unsupported answer.

Ask
Questions over the documents you are permitted to see, answered with source documents and evidence — or an honest "not supported".
Analyse
Structured analysis jobs returning findings with evidence, severity, confidence, page, recommended action and a workflow action.
Identify and extract
Fields and entities in a structured table with source location, confidence and editable values; corrections are audited.
Classify
Document type and category with confidence, evidence and recommended routing; bulk classification feeds department queues.
Compare
Additions, removals, changed values, clause deviations and policy impact, side by side — and one click to start a review.
Monitor
Renewal, expiry, probation and obligation dates become watched work items with alerts before they are missed.

Work

Workflows and approvals

Reviews, approvals and automations as real state machines — every step has an owner, a state, a due date and an audit record.

Workflow center
My running workflows, steps that need you, everything running, definitions, failed or blocked work and completed history.
Visual workflow builder
Start, AI process, human review, approval, condition, generate, signature, integration action, notification, wait, monitor and end steps.
Approvals
A queue with reason, requester, deadline and policy basis. Approve, reject, request changes or delegate; reasons are required.
Sequential and parallel approval
Approver rules and thresholds — Finance above a value, Legal on deviations — enforced by the engine.
SLAs and escalation
Timeouts, escalations and blocked states that explain what is blocking and what will unblock it.
Department policy engine
Business rules decide who reviews, who approves and what may be automated, per department.
Notifications
Raised only for work: approvals requested, signatures completed, SLAs at risk, high-severity findings.

Work

Signatures

Signing is part of the workflow, not a separate tool. The approved version is locked, sent, tracked and completed in one place.

Prepare
Recipients, fields, signing order, message and the exact document version being executed.
Send and track
Who has signed, who is next, when it was sent and when reminders go out.
Partially signed
Signed and remaining recipients at a glance, so nothing is chased by email.
Complete
The executed document, its certificate and audit evidence, and the downstream actions it triggers.
Declined or expired
The reason and status, with a corrective action or a restart from the right step.

Agent

A persistent, context-aware copilot on every screen. It operates the same workspace you do, within your permissions, and shows its plan before high-impact actions.

Ask
"What is the termination clause?" "Which contracts expire this quarter?"
Create
"Draft an SOW from this requirement." "Create an offer letter from the HR template."
Review
"Compare this contract with our standard MSA." "Find commercial deviations."
Do
"Send for approval." "Start signature." "Assign legal review."
Monitor
"Watch this contract and alert me 30 days before expiry."
Navigate
"Open Legal, filter contracts, open the comparison view."

Control

Measure the work, trace every decision and set the rules — for people and for the Agent.

Reports
Document cycle time, approval and signature turnaround, exception rate, AI finding resolution and manual effort avoided.
Audit logs
Immutable history of every human, AI and system action — who, what, when, source, result and approval.
Integrations
APIs, webhooks and MCP-compatible actions into CRM, HRMS, ERP and project systems — they stay the system of record.
Admin and RBAC
Users, roles and policies checked at tenant, department, object, action, field and AI-retrieval level.
Data classification
PII and sensitivity controls, retention policies and restricted fields such as compensation.
Agent approval policies
Decide which Agent actions run automatically, which need confirmation and which are never allowed.

Document lifecycle

Every document has a lifecycle, not just a folder

Independent of file format, each document moves through explicit stages and states — so everyone can see where it is and what happens next.

Ingest
Classify
Understand
Create / edit
Review
Approve
Sign
Complete
Monitor
Archive

Draft
In review
Changes requested
Pending approval
Approved
Sent for signature
Partially signed
Completed
Rejected
Expired
Cancelled
Archived

Agent safety model

The Agent never exceeds your authority

Read and analyse run automatically. Anything that changes a controlled record, leaves the organisation or signs is shown first and needs approval.

Read — Automatic: Search documents, read a permitted document, summarise
Analyse — Automatic: Extract, classify, compare, identify risks
Prepare — Automatic, result shown: Draft a proposal, prepare an approval package
Internal low-risk write — Automatic if policy allows: Create a task, add an internal comment
Internal high-impact write — Approval: Change a controlled record, approve financial or legal content
External communication — Approval: Send an email, share a document externally
Signature — Explicit approval: Send a document for external signature
Destructive — Explicit approval and policy: Delete, revoke, permanently modify

Agent permissions are bounded by the initiating user’s effective permissions and organisation policy. Every Agent action records source, actor, tool, timestamp, result and approval state.

End to end

From any input to a completed, audited outcome

Input
Email, upload, connected system or a user request
The document and its business context enter the workspace and are stored and versioned.
Understand
Parse, classify, extract, enrich
What type of work is this, which facts matter, and what related context is allowed.
AI
Analyse, generate, compare, review
AI produces drafts and findings with evidence; a person confirms them.
People
The right human work queue
Items land in My Work with a reason, priority, due date and one primary action.
Policy
Approval by policy
Sequential or parallel approvers chosen by department rules and thresholds.
Execute
Sign and execute
The approved version is locked and signed; downstream systems are updated.
Monitor
Watch what comes next
Renewals, expiries and obligations become monitored work items.
Evidence
Completed, with a full audit trail
Every human, AI and system action is recorded — and the dashboard reflects it.

Questions about the platform

Straight answers, no sales deck. If the answer you need is missing, ask us directly.

Is DocxIntel a document management system?

Is the Agent a chatbot?

Do we have to change how each department works?

How is AI kept accountable?

Where does it run?

See it run on your documents.

A fixed-fee Proof of Value deploys DocxIntel in your environment and runs one of your real department workflows end to end — from intake to signed, audited outcome.

Runs in your environment
Your real workflow
Audited end to end

The enterprise workspace for document-driven work.

Know what needs you in five seconds.

Three layers, four jobs

Start the document

Know what it says

Move it forward

Govern the work

Everything in the product, bucket by bucket

Workspace

Create

Intelligence

Workflows and approvals

Signatures

Agent

Control

Every document has a lifecycle, not just a folder

The Agent never exceeds your authority

From any input to a completed, audited outcome

Email, upload, connected system or a user request

Parse, classify, extract, enrich

Analyse, generate, compare, review

The right human work queue

Approval by policy

Sign and execute

Watch what comes next

Completed, with a full audit trail

Questions about the platform

See it run on your documents.

The enterprise workspace for document-driven work.

Know what needs you in five seconds.

Three layers, four jobs

Start the document

Know what it says

Move it forward

Govern the work

Everything in the product, bucket by bucket

Workspace

Create

Intelligence

Workflows and approvals

Signatures

Agent

Control

Every document has a lifecycle, not just a folder

The Agent never exceeds your authority

From any input to a completed, audited outcome

Email, upload, connected system or a user request

Parse, classify, extract, enrich

Analyse, generate, compare, review

The right human work queue

Approval by policy

Sign and execute

Watch what comes next

Completed, with a full audit trail

Questions about the platform

See it run on your documents.