Emma Legal

Pieter Buteneers

Rick van Esch

Paul Gaston GOURON

Here you can find all information you need to use the Emma platform

Emma Product Documentation

A first overview of all the features of the Emma platform

Platform Overview

A quick overview of Projects in the Emma workspace

Projects

A summary of all great features that come with Emma

Create or Connect a new Data Room

The list of languages the Emma platform supports

Language Support

All your questions answered on the billing of your subscription

Billing

All the basics you need to start working with Emma

Get started

How to manage permissions with Role-based Access Control

Roles within the Emma Platform

How to log in to Emma and troubleshoot one-time password (OTP) delivery issues

Logging in and OTP

Configure your network security software to allow Emma Legal

Firewall settings

All you need to know about access management and task assignment

User Management

Emma integrates with the following Virtual Data Room (VDR) providers. Some are against an additional fee, others are free of charge.

Overview of all Data Room integrations

This article explains how to connect a Box folder to an Emma data room so documents are synced automatically.

Box - Connection

This article explains the upcoming DealCentre AI data room integration for the Emma platform.

DealCentre AI - Data Room Connection (coming soon)

This article explains how to connect a Dropbox folder to an Emma data room so documents are synced automatically.

Dropbox - Connection

This article explains how to connect a Google Drive folder to an Emma data room so documents are synced automatically.

Google Drive - Connection

This article explains how to connect a Microsoft OneDrive or SharePoint location to an Emma data room so documents are synced automatically.

OneDrive & SharePoint - Connection

In the video below you can learn on how to connect a virtual data room (VDR) provider Ansarada directly to the Emma platform to conduct Legal Due Diligence.

Ansarada - Data Room connection

This article explains how to connect the Emma platform with the Intralinks Data Room (VDR Pro)

Intralinks - Data Room connection

This article explains how to connect the Emma platform with the Virtual Vaults Data Room

Virtual Vaults - Data Room connection

This article explains how to make the connection between the ideals data room and the Emma Platform

ideals - Data Room connection

This article explains how to connect the Emma platform with a Thomson Reuters HighQ Data Room, including how to request access and how to create the OAuth credentials in your…

Thomson Reuters HighQ - Data Room Connection

Manually uploading files into the Emma workspace

Manual File Upload

Here you find an overview of the Data Room providers that Emma connects to

Data Room Connections & File Upload

All the features of the Emma chat functionality

Chat

All you need to know about the chat functionality in the Emma workspace.

An overview of all the features in the documents page

Documents - Overview

Browse and manage your data room files by folder structure

The Folder view

How to use filters on the IRL view and Folder view to focus on what matters

Filtering documents

How to navigate and work with documents using the Information Request List view

The IRL view

Configure your IRL and review missing documents

Information Request List & Gap Analysis

How to change the categorization of a document if the AI assigned it to the wrong document type

Categorize a single document

How to use the categorization wizard to categorize unclassified documents in bulk

Categorize multiple documents

Documents

An overview of the document viewer — how to open it, navigate between documents, and use the file panel and Document Review sidebar

Document viewer overview

Use Emma Agent inside the document viewer to ask AI questions about the open file, manage chat history, and extend context to other documents

Document chat assistant

How to use the PDF viewer — search, zoom, rotate, viewer modes, risk highlights, annotations, page navigation, and disclosure bundles

PDF viewer

The Document Review Comments tab — pinned comment threads, @mentions, resolve and assign, and linking comments to PDF locations

Comments tab

The Document Review Info tab — display name, document types, summary, jurisdiction, legal entities, signature review, bundles, and duplicates

Info tab

The Document Review Key terms tab — view AI-extracted values, navigate to source locations, edit key terms, and flag terms as risks

Key terms tab

The Document Review Risks tab — review AI and manual findings, edit risk levels and summaries, manage recommendations, and navigate to source evidence

Risks tab

Document viewer

An overview of the Matrix and how to use the Info tab

Matrix overview and Info tab

Ask AI questions about the documents in a Matrix document type without leaving the Matrix view.

Matrix chat

How checks appear as risk columns in the Matrix and how to review and manage risk findings

Risks

How to view and manage the key terms extracted from your documents in the Matrix

Key terms

How to use compare, the reference heatmap, and side-by-side document comparison in the Matrix

Comparing key terms

All the functionality to review documents in our Matrix page

Matrix

What checks are, how M&A lawyers use them to structure legal due diligence, and where to find the detailed guides for each check type.

Checks — overview

How to add Emma's predefined checks or checks from other data rooms to your Matrix

Using predefined checks

How to edit the title, question, scope, risk detection, and golden standard of a check

Editing a check

How to create a check from scratch, including scope, risk detection, and golden standard configuration

Creating a custom check

Check for risks and potential liabilities in your data room.

Checks

Style your LDD reports to blow away your clients or investment committee

Report

An overview of the report edition, preview and export 

Reports

A guide to all settings in Emma — organization, data rooms, and projects

Settings overview

Settings applied at dataroom or organization level

Settings

Manage who has access to a data room and what role they hold

Data room access management

Assign reviewers to areas and document types to coordinate your due diligence review

Assignments

Data room files

Rename your data room and manage the applied playbook

Data room general settings

Connect external data sources and manage sync status for a data room

Data room integrations

M&A data room settings

Manage who has access to a project and what role they hold

Project access management

Rename your project and manage the applied playbook

Project general settings

Connect data sources and view files within a project

Project integrations and files

Project settings

Let anyone with a matching email domain join your organization automatically

Authorized domain

Define preferred translations and definitions to guide AI analysis across your organization

Glossary

Invite and manage the members and roles in your Emma organization

Organization members

Create and manage reusable playbook configurations for document types, checks, and key terms

Playbooks

Organization settings

Emma Website

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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