Master Docugami with our step-by-step tutorial, detailed feature walkthrough, and expert tips.
Sign up for a free 14
day trial at docugami.com — no credit card required, includes up to 1,000 pages of processing. Upload a set of 50+ similar documents (e.g., contracts, invoices, or insurance forms) to give the AI enough examples to learn your document structure. Wait for Docugami to process and build the semantic model of your document set — initial processing typically completes within 30 minutes. Use the built
in query interface to explore extracted data, compare terms across documents, and generate structured reports. Set up obligation and deadline tracking alerts for time
sensitive items like contract renewals, payment due dates, and compliance deadlines.
💡 Quick Start: Follow these 4 steps in order to get up and running with Docugami quickly.
Explore the key features that make Docugami powerful for document ai workflows.
Unlike flat text extraction, Docugami builds a hierarchical semantic graph that captures the structure, meaning, and relationships within each document — enabling context-aware querying and extraction.
While competitors like ABBYY FlexiCapture and Kofax require manual template configuration for each document format, Docugami learns document structure automatically from a small set of examples, adapting to variations without reconfiguration.
Query and compare data across your entire document collection — find outlier clauses, compare terms across vendors, and identify patterns that would be impossible to spot manually.
Extract document data directly to Excel, CSV, and via API to business systems like CRM, CLM, and ERP platforms for seamless workflow integration.
The platform identifies deadlines, renewal dates, obligations, and conditional terms automatically, enabling proactive management of contractual commitments.
Beyond extraction, Docugami can generate new documents using data and patterns learned from existing document sets, enabling standardization and efficiency.
ChatGPT and Claude process one document at a time in a conversational format without retaining structured understanding across documents. Docugami builds a persistent semantic Knowledge Graph that enables cross-document analysis, structured extraction, and obligation tracking at scale — capabilities that general-purpose LLMs are not designed for.
No. Unlike traditional extraction tools that require manual template configuration, Docugami learns document structure automatically from a small set of examples (typically 5–10 documents), adapting to format variations without reconfiguration.
Docugami excels with complex, recurring business documents including master service agreements, statements of work, NDAs, insurance policies and ACORD forms, invoices, leases, and clinical documents.
For best results, upload at least 50 similar documents so the AI can learn the structure and variations in your specific document type. The platform can begin learning from as few as 5–10 documents.
Docugami maintains SOC 2 compliance with data encrypted at rest and in transit, SSO integration, RBAC, audit logging, and dedicated tenant environments. The platform does not train on customer data, and private deployment options are available for organizations with strict security requirements.
Docugami offers API access for integration with existing workflows and supports export to Excel, CSV, and direct integration with CRM, CLM, ERP, and BI platforms via API and webhooks.
Docugami uses quote-based pricing scaled to document volume and complexity. A free 14-day trial is available to evaluate the platform before committing. Contact Docugami's sales team for pricing tailored to your organization's document volume, document types, and integration requirements.
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Tutorial updated March 2026