A system that reads contracts, drawings, RFPs, leases, and scanned PDFs end to end, extracts what you care about with citations, and answers questions from your own files in plain English. Six hours of review becomes thirty minutes of confirming.
Documents & Knowledge from Compass AI Group is two things built on one foundation: a document reader that classifies contracts, drawings, RFPs, and PDFs, extracts the fields you care about with page citations, flags low-confidence results, and writes the structured output into your document or matter system; and a private assistant that answers questions from your own contracts, procedures, and past projects, with the source attached and your existing permissions respected. Canadian-hosted, PIPEDA-compliant by default. Built for Canadian SMBs. Scope and price are set in Charting after a free Bearings call.
A preview of how the document reader built for your firm would behave. The data below is illustrative. The engine, the citations, and the flagging logic are real.
A commercial lease lands in the watched folder. Classified in under a second.
The same pipeline whether you feed it a contract, a building plan, or a scanned invoice. Type-aware extraction, citation-backed answers, and a written record of what was read and decided.
PDFs, scans, photos, Word files, drawings. Classifies the type first, then runs the right extraction.
Every field links back to the page and paragraph it came from. Low-confidence results are flagged for a human pass.
A private assistant that knows your contracts, procedures, past projects, and vocabulary. Ask "what was our scope on the Hamilton inspection" and get the answer with the source.
Structured data lands in your document system, matter file, CRM, or spreadsheet. No re-keying.
Type-aware extraction, cited answers, and a written record of what was read and decided.
The specific tools depend on your situation. The principles below hold on every build. We pick from a vetted bench and tell you exactly what is in the stack before scope is signed.
Every service on this site starts the same way, so you never pay for a build before the problem is measured.
Two operators talking about your business. Where the time goes, what it costs, and whether this service is even the right fix.
Fixed scope, fixed price, fixed timeline before any work starts. If a Bearings Report should come first, we say so.
You see the work every week. True North measures the result against the baseline we recorded at the start.
An estimator asks what the firm scoped on a 2023 bridge inspection and gets the answer with links to the original statement of work, the change order, and the post-mortem. New estimators ramp in weeks, not quarters, and the 200-page RFP that arrived this morning is already a requirements matrix cited to the page.
Three manual processes replaced; one program instead of six vendors.
At go-live
Contracts, leases, NDAs, RFPs, technical specs, engineering drawings, financial statements, insurance policies, building plans, court filings, and any PDF or scan. The document type is classified first, then the right extraction runs. Handwritten pages are flagged for a human pass.
Every extracted field and every assistant answer links back to the exact page and paragraph in the source. If it says the termination clause is 60 days, you click and see the original text. If the answer is not in your documents, it says so instead of guessing.
Documents are indexed and stored in a Canadian-residency database. Processing runs through an enterprise-tier model with zero retention. Nothing trains a public model and nothing leaves Canada unless you opt in. PIPEDA-compliant by default; PHIPA-aware for clinics.
Yes. The assistant respects your existing permissions: if someone could not open the document in your file system or matter system, it will not surface it. Sales sees the playbook, finance sees the contracts, partners see everything.
A commercial lease runs to dozens of material clauses. A busy lawyer reads it carefully once and skims it after that. The system on this page reads every clause, every time, on every document, and writes down what it found.
30+ years operatingLean Six Sigma Black BeltCertified Project ManagerToronto, CA
A free 30-minute Bearings call. Two operators talking about your business. No deck. No pitch. An honest read on what to fix first, and whether AI belongs in it.