Docugami

Docugami is a sophisticated document engineering platform that leverages agentic AI to unlock the valuable data trapped within your business documents. It goes beyond simple optical character recognition (OCR) or basic data extraction by understanding the full context and structure of complex documents. By transforming entire documents into interactive Knowledge Graphs, Docugami allows business users to reason with their content, automate critical workflows, and make smarter, data-driven decisions. This platform is built for enterprise-scale operations, offering unmatched accuracy and security for a wide range of industries.

The core of Docugami is its proprietary Business Document Foundation Model, a Large Language Model (LLM) specifically trained for business documents. This model doesn't just scan for keywords; it comprehends clauses, relationships, and nuanced information scattered throughout a document. This allows it to handle thousands of document types, from complex legal contracts and financial reports to insurance forms and clinical trial documentation, turning them from static files into dynamic data assets.

How to use Docugami

Docugami offers a streamlined, four-step process designed for business users, requiring no IT or developer intervention:

1. INGEST: Begin by uploading your documents. Docugami integrates seamlessly with your existing file systems, including SharePoint, OneDrive, Box, and Dropbox. You can also use its robust API for custom integrations. The platform automatically sorts and organizes documents based on their type.
2. INSTRUCT: This is where you teach the AI what matters to you. Using a simple point-and-click interface, you can identify the specific data points, clauses, or sections you need to track. This no-code process trains the AI agents on your unique business rules and document structures. A short training session of about 30 minutes per document set is often enough to achieve high accuracy.
3. EXTRACT: Once trained, Docugami's AI agents get to work. They process your documents at scale, extracting the designated information with exceptional accuracy. The AI continuously learns and improves from your feedback, becoming smarter and more attuned to your needs over time.
4. EXPORT: The extracted, structured data is now ready for use. Export it directly into your key business systems, such as CRM (Salesforce, HubSpot), ERP (SAP, NetSuite), BI tools (Power BI, Tableau), or legal tech (DocuSign). This clean data can power dashboards, trigger automated workflows, and provide instant insights.

Core Features of Docugami

• Agentic AI & Knowledge Graphs: Instead of simple key-value extraction, Docugami creates a comprehensive Knowledge Graph of the entire document, capturing complex relationships and context.
• Proprietary Foundation Model: Utilizes a specialized LLM trained on business documents, ensuring high accuracy and relevance for commercial use cases.
• No-Code AI Training: Empowers business users to train the AI through a simple point-and-click interface, making the technology accessible to everyone.
• Assisted Authoring: Recommends edits and clauses for new documents based on your organization's best practices derived from previous agreements.
• Broad Document Support: Capable of processing thousands of document types, including contracts (MSAs, SOWs), ACORD forms, invoices, clinical trial documents, HR files, property records, and more.
• Enterprise-Grade Integration & Security: Offers a rich ecosystem of integrations with leading business software and ensures data security with SOC 2 and GDPR compliance.

Use Cases for Docugami

Docugami provides significant value across various business functions and industries:

• Commercial Insurance: Automatically extract data from Policies, Quotes, and ACORD forms to analyze risk, compare terms, and streamline underwriting.
• Life Sciences: Structure critical information from clinical trial protocols, research documents, and regulatory filings to ensure compliance and accelerate reporting.
• IT Services & Legal: Perform contract intelligence by extracting terms, obligations, and deadlines from MSAs and SOWs. This has been shown to result in up to 60% faster contract reviews.
• Finance & Accounting: Automate the processing of invoices by capturing line items, payment terms, and vendor details, eliminating manual data entry.
• Human Resources: Systematically extract data from resumes, employee contracts, and benefits documents to streamline HR processes.

Advantages of Docugami

Docugami stands out by focusing on 'Small Data'—your specific, confidential business documents. The AI's learnings from your documents are not shared, ensuring complete data privacy. It delivers the accuracy of 'Big Data' models without the high cost or laborious data labeling. By putting business users in control, it eliminates bottlenecks and frees up skilled employees from tedious manual review, reducing risk, preventing missed opportunities, and accelerating revenue.

Pricing and Plans

Docugami's pricing is tailored to enterprise needs and is not publicly listed. To get detailed information on plans and costs, you must contact their sales team to schedule a personalized demo. During the demo, they can provide a walkthrough using your own documents and discuss a pricing structure that fits your organization's scale and requirements.