Key Features and Functions include:

CX+Insights — Continuous Contract Portfolio Intelligence CX+Insights automatically extracts obligations, risk flags, renewal timelines, and regulatory exposure across a contract portfolio, updating continuously as the repository grows. Role-specific dashboards provide each stakeholder with the data most relevant to their function, and a compliance checklist enables portfolio-wide compliance assessments.

CX+Transact — AI-Powered Due Diligence CX+Transact supports M&A due diligence and contract review through configurable AI question bundles, a tabular review system with filtering and in-place editing, and real-time CX+Diligence Portals for team collaboration. The platform supports customizable workflows, work assignment, quality control oversight, and data export, and is designed to accommodate any deal type or document language.

CX+Chat — Natural Language Document Query Both CX+Insights and CX+Transact include CX+Chat, which allows users to query documents in natural language and receive direct, source-referenced answers within the platform environment.

AI Document Organization and Tagging CX+Insights includes intelligent document tagging, smart-move capabilities, and configurable column displays that automatically structure and surface data across a contract repository, reducing manual document management.

Remote File System Integration CX+ connects to existing document repositories and virtual data rooms via existing or custom APIs, enabling users to extract contract intelligence without transferring files into the platform.

Workflow Engine, Alerts, and Reporting Both modules include automated notifications and workflow triggers for contract events, deadlines, and specific provisions. Custom reporting supports legal operations, finance, board communications, and investor reporting.