Contract & Document Intelligence
Risk classification for outbound documents, attachments, and shared files — before they leave your environment.
The risk isn’t in the email body. It’s in the attachment.
Most compliance risk doesn’t live in the email body. It lives in the attachment. Contract & Document Intelligence extends Confinaid’s policy engine to every outbound document, attachment, and shared file — DOCX, PDF, XLSX, PPTX, plain text, OCR-rendered scanned images.
When a document is attached, drafted in Google Docs, edited in Word Online, or shared via Dropbox/Box, Confinaid scans the content, classifies risk, and applies your policy action before transmission.
Drift detection identifies when an outgoing document deviates from approved template baselines — critical for legal teams managing engagement letters, MSAs, and standard contract terms.
KEY CAPABILITIES
DOCX, PDF, XLSX, PPTX, TXT, MD, HTML. OCR for scanned images and embedded image-based PDFs.
Compare outbound documents against approved templates. Flag material deviations before sharing.
Same policy engine as Communication Risk Detection. Documents follow the same rule library as messages.
From attachment to action, before it ships.
A document is attached, drafted in Google Docs, edited in Word Online, or shared via Dropbox/Box.
Text is pulled from the file — with OCR for scanned images and embedded image-based PDFs.
The same policy engine as Communication Risk Detection classifies the content against your rule library.
The outbound document is compared against approved template baselines to flag material deviations.
Your policy action is applied before transmission — warn, require review, block, or redact.
COMMON USE CASES
Engagement letter and matter document compliance. Client confidentiality scoring across outbound files. Privileged content classification.
Pre-publication review of advisory deliverables. Independence compliance flagging on shared workpapers.
M&A diligence documents. IP-classified file outbound controls. Insider information detection in investor-facing materials.
INTEGRATIONS
This module activates across:
The risk isn’t in the email body — it’s in the attachment. Classify every outbound document, catch template drift, and apply your policy action before the file leaves your environment.