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AI-native enterprise document intelligence platform

Understand documents. Move agreements forward.

Review documents with AI, manage contracts and collect e-signatures in one place.

For legal, procurement, finance, HR, and operations.

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Review the enterprise evaluation checklist

Workflow

Start with a defined use case

People

Keep review and approval accountable

Evidence

Inspect outputs and signing records

Fit

Confirm scope, plans and requirements
One connected platform

Understand documents. Coordinate agreements. Complete signing.

Start with a legal review or supplier agreement workflow. Evaluate the connected steps and confirm the capabilities, limits and configuration your team needs.

01

Document intelligence

Use AI-assisted summaries and extraction to understand documents and identify information for human review.

Explore document intelligence
02

Contract lifecycle management

Connect contract preparation, review, approval, signing and ongoing agreement management in one workspace.

Explore contract lifecycle management
03

Electronic signatures

Prepare recipient fields, coordinate signing and keep completed agreements with their signing records.

Explore electronic signatures
Explore legal review and approvalExplore supplier agreement workflows

Enterprise evaluation evidence

A practical checklist for your legal and procurement pilot.

Follow a source passage through review, accountable decisions, signing-record inspection and contract follow-up. Use these eight requirements to agree what to inspect, who owns the decision and which evidence is still needed.

Product capability — source-backed
An implemented workflow with a reference to inspect. Source inspection is not a claim that your deployed configuration has passed a test.
Illustrative output — authored
Synthetic specimens, candidate findings and local evaluation notes. Use them to practice checking the evidence, not as real AI or signing results.
Controlled test report — unavailable
Unavailable — no controlled product test report is published in this pack. A pilot report should identify its fixture, configuration, actual results, date and limitations.

Begin with an inspectable example

Read an NDA retention exception or reconcile net-30 with a net-45 supplier amendment. Explore both the blocked and approved paths using fixed choices, then keep illustrative notes. No document upload or workspace changes.

Interactive illustration using synthetic documents and authored example findings. No live AI analysis, messages, legal signatures or workspace changes occur.

Explore the synthetic NDA walkthroughExplore the synthetic supplier walkthrough

Workflow references to inspect

Start with implemented product paths, then define what a separately authorized pilot must demonstrate.

Source-backed workflow

Document preparation and human-checked AI review

Review a document with AI assistance beside the source in your library before sending, then prepare the agreement's documents and recipients separately.

What to inspect
An agreed source version, its actual analysis output and a reviewer correction log. Check omissions and whether output came from a model or fallback.
Boundary to confirm
The public NDA exercise uses authored findings, not measured AI results or guaranteed citations. Analysis of sent agreements is separate from library review and is unavailable for drafts.
Suggested decision owner
Legal reviewer
Observed result in this pack
Not run — source reference only.

Source-backed workflow

Approval, recipient roles and field checks

Preparation, approver decisions, blocked-recipient views and required-field checks are separate parts of the implemented workflow.

What to inspect
Correct-role access, a blocked signer, a persisted change request and recipient required-field handling in an authorized test.
Boundary to confirm
The illustration neither sends an agreement nor tests notifications, identity, consent or signature validity.
Suggested decision owner
Workflow owner
Observed result in this pack
Not run — source reference only.

Source-backed workflow

Completed documents and signing records

Completed-envelope views expose document access, certificate and audit-trail download actions for an authorized user.

What to inspect
Actual exported files, document version, recipient actions and event coverage compared with the test observations.
Boundary to confirm
A downloadable record is not, by itself, evidence of complete event coverage, immutable retention or admissibility. No sample certificate is offered here.
Suggested decision owner
Legal and records owner
Observed result in this pack
Not run — source reference only.

Source-backed workflow

Owned commitments and renewal decisions

The contracts repository supports obligation assignees, due dates, completion status and recorded renewal decisions.

What to inspect
Authorized retrieval, persistence after reload, failure versus empty state, a source-checked deadline and reminder delivery evidence.
Boundary to confirm
The procurement exercise is local only. It does not prove an automatic repository handoff, delivered reminders or a served non-renewal notice.
Suggested decision owner
Procurement owner
Observed result in this pack
Not run — source reference only.

Documents to request before rollout

Match the proposed configuration and commercial scope to your requirements. These documents are requested evidence, not supplied attestations.

Requested evidence — not supplied

Identity, integrations and plan scope

Map required SSO, SCIM and system handoffs to the proposed plan and tenant configuration before choosing pilot scope.

What to inspect
Request configuration prerequisites, enforcement/provisioning results and a tested handoff for each required integration.
Boundary to confirm
Provider login, plan labels and an enterprise inquiry do not demonstrate a configured SSO tenant or working integration.
Suggested decision owner
IT and identity owner
Observed result in this pack
Not supplied — request and review separately.

Requested evidence — not supplied

Independent assurance and security review

Define the assurance your procurement process needs, including any SOC 2 report, ISO certificate or penetration-test evidence.

What to inspect
Request the actual current document, legal entity, scope, reporting period and exceptions, and review them with the security owner.
Boundary to confirm
No SOC 2 or ISO attestation is supplied by this pack. A provider certification or preparation programme is not a ZiaSign attestation.
Suggested decision owner
Security reviewer
Observed result in this pack
Not supplied — request and review separately.

Requested evidence — not supplied

AI retention, data handling and residency

Use the published DPA and sub-processor list as starting references for the data flow your pilot will use.

What to inspect
Request confirmed storage, inference, retention, backups, logs and transfer scope, together with the applicable contractual terms.
Boundary to confirm
Published policies are not a controlled test of your configuration. Do not infer zero retention or region-pinned processing from this illustration.
Suggested decision owner
Privacy and data owner
Observed result in this pack
Not supplied — request and review separately.

Requested evidence — not supplied

SLA, support and rollout decision

Turn workflow findings and open requirements into a scoped proceed, adjust or stop decision with named responsibilities.

What to inspect
Request written service scope, exclusions, support commitments, incident evidence and negotiated SLA terms before rollout.
Boundary to confirm
No uptime commitment, service-level agreement or implementation schedule is established by this public pack.
Suggested decision owner
Procurement and operations
Observed result in this pack
Not supplied — request and review separately.

For each requirement, record the expected output, actual observed result, limitation, owner and proceed/adjust/stop decision. An illustration does not turn an untested requirement into a passed control.

Discuss your evaluation scope
Governance across the platform

Evaluate the workflow and the operating requirements.

Access and accountability

Review workspace roles, document permissions and approval responsibilities. Confirm which identity and administrative controls are available for your plan and configuration.

Data handling and AI review

Review the published DPA and sub-processor information before sharing documents. Define permitted inputs and have reviewers check AI-generated summaries, drafts and extracted terms against their sources.

Systems and operating scope

Map required handoffs to existing systems, expected document volumes and exception handling. Confirm API access, integration prerequisites and any additional implementation work rather than assuming a ready-made connector.

Implementation and support

Agree evaluation scope, responsibilities, support channels and commercial terms before rollout. Deployment, residency and service-level requirements need explicit confirmation; they are not implied by an enterprise inquiry.

Trust CenterData Processing AgreementPublished product factsPlans and allowances
Evaluation path

A scoped pilot with clear decision points.

Timing and deliverables depend on the agreed scope and prerequisites, not a fixed-day rollout promise.

Phase 01

Define the workflow

Choose a legal or procurement use case, representative non-confidential documents, reviewers and success criteria. Identify the decisions that must remain with your team.

Phase 02

Review requirements and evidence

Compare product scope, data handling, permissions, integrations and plan allowances with your requirements. Record gaps and prerequisites before agreeing a pilot.

Phase 03

Evaluate a bounded workflow

Agree a pilot scope, then examine preparation, AI-assisted review, approvals, signing and follow-up as applicable. Check both expected outputs and how people handle exceptions.

Phase 04

Make a rollout decision

Review findings with legal, procurement and operations. Decide whether to proceed, adjust scope or stop; agree implementation and support terms separately.

Enterprise demo inquiry

Bring a workflow. Define the next step.

Share your workflow, systems and evaluation priorities. This form sends an inquiry; it does not book a calendar appointment or commit you to a purchase.

Enterprise demo inquiry
Read the DPA