Legal & Finance · 6 Playbooks

CorpGPT for legal & finance professionals

Master the file. Ask where the indemnity, termination or exclusion clauses are and get answers that name the source document, and the page, slide or section when CorpGPT can place it — then check the full document before you rely on it. CorpGPT never trains AI models on your files.

How does CorpGPT help legal & finance?

CorpGPT gives legal and finance professionals an AI workspace to master long contracts, policies, and filings — locating indemnity, termination, exclusion, or liability clauses, answering tax and regulatory questions, and flagging risks in plain English. Chat answers come from the documents you upload, not the open web, and name the source document, and the page, slide or section when CorpGPT can place it, so you can verify them and defend them. Nothing you add is sold, CorpGPT never uses your files to train AI models, and your files are stored encrypted, and files you upload from the app or site travel encrypted. Delete any document and chat stops using it.

Lawyer

200-page contract at 4:45 on a Friday

Weekend ambush. The key clauses to read first.

Bring
The contract, as a PDF or Word file.
Do
Ask Chat where the indemnity, termination and liability clauses are. Or press Contract review in Make.
Get
The clauses in the contract's own words, with the contract listed as the source. A reading aid, not legal advice.
  • Chat
  • Make
Read the playbook
Accountant

Tax code changed. Again.

Translate new rules into client-ready answers you can check against the source documents.

Bring
The official guidance and bulletins you have saved.
Do
Ask Chat what changed, in plain words.
Get
A plain-English answer with the guidance listed underneath, so you can check it before you reply.
  • Chat
Read the playbook
Financial Advisor

Two minutes before the client call

Prepare for the next client call from your own meeting notes.

Bring
Your notes or recordings from the last meetings. Recordings are transcribed.
Do
Ask Chat for the client's concerns, what you promised, and any deadline.
Get
A short brief drawn from your own notes, with those notes listed underneath.
  • Chat
Read the playbook
Insurance Agent

Eighty pages of policy. Find the clause.

Find a clause in a long policy form and read what it says.

Bring
The policy form.
Do
Ask Chat what the form says about the situation, for example water damage from a burst pipe.
Get
The clause's wording and the definitions it relies on, with the form listed as the source.
  • Chat
Read the playbook
Mortgage Broker

Find the guideline behind 'Will I qualify?'

The rule, cited, to read before you call the client back — the lender makes the call.

Bring
The lender and agency bulletins you work from.
Do
Ask Chat for the limit or rule that applies.
Get
The rule, with the bulletin listed underneath. The lender still makes the decision.
  • Chat
Read the playbook
Small Business Owner

It's 9 PM and you're not a lawyer

Find the clauses to ask your lawyer about.

Bring
The contract.
Do
In Make, press Contract review.
Get
Each clause with a risk level and a plain summary, what the contract leaves out, and what to ask your lawyer before you sign.
  • Make
Read the playbook

Common questions

How are client files protected?

Nothing you add is sold, CorpGPT never uses your files to train AI models, and your files are stored encrypted, and files you upload from the app or site travel encrypted. Delete any document at any time and chat stops using it. Chat answers name the source document, and the page, slide or section when CorpGPT can place it, so review stays verifiable. The AI providers that process your files are named in our Privacy Policy.

Can it find specific clauses in a long contract?

Yes — ask a 200-page contract where the indemnity, termination, or exclusion clause sits and get answers that name the source document, and the page, slide or section when CorpGPT can place it. It accelerates review; a qualified professional still signs off.

Does it give legal or financial advice?

No — it finds, summarizes, and cites what is in your documents so you can decide faster. Decisions stay with you and your qualified advisors.

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Try it on your own files.

Free to start. No credit card. Your files are kept in your CorpGPT library — 100 MB of storage and 100 credits on the house.

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