Finance & Treasury
Every requirement extracted and matched against your policy stack: Pass, Gap, or Flag on every line, with the broker brief already drafted.
Stored once
Store your policy stack once as reference data; every review reuses it. No re-keying certificates, no forwarding policy PDFs to find out what you carry.
Verdict per line
Coverage types, per-occurrence and aggregate limits, additional insured, waiver of subrogation, primary & noncontributory: each requirement extracted and matched as covered, insufficient, or not carried at all.
Broker-ready
A drafted broker brief covers exactly what to confirm, what to hold pending business answers, and what not to escalate to the underwriter yet, keeping premium conversations clean and deliberate.
How it works
Customer contracts quietly make insurance promises, coverage types, limits, and additional-insured status among them, and discovering your policy stack doesn’t match after signature is an expensive discovery. Coverage gaps surface while there’s still negotiating room, not at claim time.
STEP 01
Any type: MSA, SOW, service agreement, customer paper. Your policy stack is already on file as reference data.
STEP 02
Every insurance requirement is extracted and matched line by line against your carried coverage. Where scope is ambiguous, it generates targeted clarification questions for the business team rather than guessing.
STEP 03
The per-line verdict review plus a structured, ready-to-send broker brief: the coverage question answered before the deal closes.
Handles your formats
Contracts (PDF, DOCX), policy stacks, broker briefs
See it in action
CGL: Pass. Cargo per-shipment: Gap. Cyber: Flag. Where you fall short, the ask to your broker is already written.
FAQ
You load your policy stack once: coverage types, limits, endorsements. From then on, every contract review runs against it automatically; update it when policies renew.
Upload the contract; every insurance requirement is extracted and matched line by line against the coverage you actually carry, with a Pass, Gap, or Flag verdict per requirement and the broker ask already drafted for the gaps.
Coverage types and limits (per-occurrence, aggregate, per-shipment), additional-insured status, waiver of subrogation, and primary-and-noncontributory language, including requirements notable by their absence or ambiguity.
Both, plus finance. Legal runs the check during negotiation, risk gets a consistent verdict format instead of forwarded contracts, and the broker receives a precise brief instead of a policy-PDF scavenger hunt.
Book a demo, bring a customer contract, and we’ll run the coverage check against a sample policy stack live.
DocJuris empowers legal, procurement, and deal desk teams to close faster and reduce risk.
Request a demoThe DocJuris Workforce
Open an app, do the work, ship the file. Start with the most used, or browse your practice area; every app already speaks your playbook.
A finished first pass on any third-party paper: real redlines and a screening report in minutes.
From a quick risk read to the completed deviation memo, on your own template.
Deal documents in, a populated draft on your form out; nothing is silently invented.
Original + amendments in; a clean restated contract with tracked changes out.
On-template summaries, exception tables, and the full story of the negotiation.
Accept the work and list the exceptions without marking up the customer's paper.
The pre-signature proofread: cross-references, defined terms, numbering, all of it.
A secure deal room your counterparty can use with one click; no account is required.
Contracts searchable by meaning; every obligation mined, tracked, and alarmed.
Every invoice reviewed against your billing guidelines, with verdicts computed rather than guessed.
Intake forms, live matter boards, and audited approvals: the ops layer that runs itself.
The email thread becomes the matter record: structured, searchable, queryable.
Clauses, playbooks, policies, and answers, governed once and grounding everything.
The department, quantified: a live command center, a daily brief, work priced at market.
Citation-backed briefs from primary law across 8 jurisdictions, in minutes.
USPTO + usage + domains, with a DuPont risk rating in hours.
SIG, CAIQ, and custom grids answered from your policies; nothing is invented.
Regulatory change, mapped to your contracts, clauses, and dollars before it lands.
Construction paper marked up on the PDF, playbook-screened and precedent-aware.
A lease and its amendments in; a complete Excel abstract out.
Contract insurance requirements checked against the coverage you carry.
Every invoice read against the governing contract; the money you're owed, surfaced.
Describe the workflow; DocJuris builds a working capability in days.
Flex to anything
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Finish the job
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DocJuris is not a law firm or a substitute for an attorney or law firm. We cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of forms or strategies.
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