Product basics
What does DocuLume do?
DocuLume is an AI document intelligence and contract lifecycle management platform. It reads your documents, extracts the specific data fields you define, makes everything searchable, lets you ask questions of your documents in plain language, and manages contracts through review, approval, e-signature, and renewal. See the User Guide for a full walkthrough.
Do I need to install anything?
No. DocuLume is fully web-based. Sign in at app.doculume.com from any modern browser.
What kinds of documents work best?
DocuLume is optimized for business and legal documents — contracts, agreements, invoices, statements, forms, and reports. It handles both digital (text-based) and scanned/image documents through built-in OCR.
Documents & extraction
Which file types are supported?
PDFs (including scanned PDFs), common image formats, and office documents. Scanned files are run through OCR automatically so their text becomes searchable and extractable.
How accurate is the extraction?
Accuracy depends on document quality and how well your extraction prompts are written. Because you define fields with plain-language prompts, you can tune them to your documents over time. Chat answers and extracted values are grounded in the source text with citations so you can verify them. For tips, see Writing effective extraction prompts.
Can I extract custom data points specific to my business?
Yes — that's the core of DocuLume. Define any custom field (text, date, number, currency, list, boolean) with an extraction prompt describing what to find. New uploads populate it automatically, and you can re-evaluate existing documents against an updated prompt.
How long does processing take?
Most documents process in well under a minute. Large or image-heavy files take longer because OCR runs page by page. You don't have to wait on the page — DocuLume notifies you when processing finishes.
Can I upload many documents at once?
Yes. Use Bulk Upload to ingest many files directly or import from connected cloud storage (e.g. Azure Blob or S3). You can preview the file list, start a background job, and track or cancel it. See Bulk processing.
Security & privacy
Is my data secure?
Yes. Data is encrypted in transit (TLS 1.2+) and at rest (AES-256). Access is governed by role-based access control and workspace isolation, and activity is audit-logged. See our Trust Center and Privacy Policy for details.
Is DocuLume SOC 2 compliant?
DocuLume is built and operated against SOC 2 controls. For current compliance status and to request reports, visit the Trust Center or contact us.
Is my data used to train AI models?
No. Your documents are processed to deliver the service to you; they are not used to train foundation models. Refer to the Privacy Policy for the authoritative statement on data handling.
Can other workspaces or customers see my documents?
No. Each workspace is logically isolated, and within a workspace, access is restricted by role and folder-level permissions. You only ever see documents you're authorized to access.
What happens to my data if I cancel?
You can export your data, and we delete customer data on offboarding per our retention policy. Contact support@pspinsights.com to arrange export or deletion.
Accounts & access
How do I invite teammates?
Workspace admins invite members by email from the team settings. Invitees receive a link to set up their account and join the workspace with an assigned role.
Does DocuLume support single sign-on (SSO)?
Yes — SAML 2.0 SSO is supported. Your administrator configures your identity provider; users then sign in with their work credentials. See Configuring SAML SSO.
I forgot my password.
Use Reset password on the login screen. You'll receive a secure link by email to set a new one. (SSO users sign in through their identity provider and don't manage a DocuLume password.)
How are roles and permissions managed?
Admins assign roles (Admin, Manager, Member, Viewer) and folder-level permissions through role-based access control. See Workspaces & roles.
Integrations
Can I get alerts in Slack or Microsoft Teams?
Yes. Connect Slack or Teams under notification settings to receive alerts for job completion, workflow tasks, renewals, and more. See Connecting Slack & Teams.
Can I send contracts for e-signature?
Yes. DocuLume integrates with an e-signature provider so you can send, remind, cancel, and download signed contracts without leaving the platform. See E-signature.
Does DocuLume support webhooks?
Yes. DocuLume can notify your systems in real time when key events occur — for example, when a document finishes processing, a bulk job completes, a workflow task is assigned, or an e-signature status changes. Configure a destination URL in your workspace settings to receive these events and keep downstream tools in sync. Contact support@pspinsights.com to set up and verify webhook endpoints.
Billing
How is DocuLume priced?
DocuLume is offered in tiered plans based on volume and features. For current pricing and to choose a plan, contact us or request a demo.
Can I try it before buying?
Yes — request a demo and we'll set you up so you can evaluate DocuLume with your own documents.