Emma Agent is the AI chat assistant built into the document viewer. It answers questions about the file you have open — clause interpretation, defined terms, obligations, dates, and anything else discoverable from the document content.
For the overall viewer layout, see Document viewer overview. For data-room-wide chat (not scoped to one file), see Chat.
Opening Emma Agent
Emma Agent lives at the bottom of the Document Review sidebar, below whichever tab is active (Info, Risks, Key terms, or Comments).
Open a document in the viewer
Wait for processing to complete — the agent button is disabled while the file is still being analysed
Click the Emma Agent button to expand the chat overlay
The chat panel slides up over the sidebar content. Close it to return to the tab you were viewing.
What you can ask
Emma Agent reads the currently open document as its primary context. Example questions:
"What is the termination notice period?"
"Summarise the indemnification clause"
"Who are the parties to this agreement?"
"Are there change-of-control restrictions?"
"What governing law applies?" (cross-check with the Info tab jurisdiction field)
Answers stream in real time. Emma cites content from the document rather than inventing facts — if the information is not in the file, it will say so.
Chat session management
The overlay header provides standard session controls:
Control | Action |
History | Browse and reopen previous chat sessions for this document |
New chat | Start a fresh conversation (history is preserved) |
Close | Collapse the overlay back to the sidebar tabs |
Each document has its own chat history. Sessions you start while reviewing File A are separate from File B.
Extending context to other files
By default, Emma Agent scopes answers to the single open document. You can broaden the context:
Click the sources control in the chat input area
The Select sources dialog opens
Add other files from the data room to the context window
Apply — subsequent answers can draw from all selected files
This is useful when a question spans the main agreement and its annexes, or when comparing language across multiple contracts. The open document always remains in the source set.
Some areas of the data room may be restricted based on your permissions — the source picker respects those boundaries and shows how many files are available vs restricted.
Relationship to other AI features
Emma Agent is on-demand Q&A. It complements but does not replace structured extraction:
Feature | Purpose | Output |
Emma Agent | Ad-hoc questions while reviewing | Conversational answer in the chat overlay |
Checks / Risks | Systematic due diligence questions | Structured findings with risk levels in the Risks tab |
Key terms | Defined extraction fields per document type | Structured values in the Key terms tab |
Summary (Info tab) | One-time document overview | Editable markdown summary |
Use Emma Agent for exploratory questions. Use checks and key terms for repeatable, auditable analysis that feeds the Matrix and reports.
Availability and limitations
Requires processed document — the agent is disabled until AI processing finishes (same gate as the Risks and Key terms tabs)
PDF text required — scanned documents without OCR may yield limited answers; quality depends on text extraction
Not legal advice — Emma Agent assists review speed; findings should always be verified by qualified professionals
Closing the viewer ends the visible session but preserves history for next time you open the same document
Tips for effective use
Ask specific questions referencing clause types ("limitation of liability") rather than vague prompts ("tell me about this document")
For long files, follow up to narrow scope ("focus on Section 8")
Cross-check agent answers against PDF highlights in the Risks and Key terms tabs
Add other files to context when reviewing a main agreement plus schedules
Start a new chat when switching to a distinctly different review topic to keep threads focused
Switching between chat and sidebar tabs
Opening Emma Agent does not change the active sidebar tab. When you close the overlay, you return to Info, Risks, Key terms, or Comments exactly where you left off.
Switching sidebar tabs while chat is open closes the chat overlay automatically so tab content is never hidden behind a stale panel.
If you need additional help with Emma Agent or encounter any other problem, don't hesitate to reach out through the chat bubble in the bottom right or contact [email protected].