ENGINE · DOCUMENT CHAT

Chat with your documents. In plain language.

Doc Chat is the Trueleveler chat panel for asking follow-up questions about your engine results. Run any engine on your contracts, bids, specs, or change orders, and a chat panel opens automatically below the results — ready to answer follow-up questions in plain English using what's already loaded. No separate upload, no new session to start.

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60s

Avg Response Time

Engines It Appears After

Vendor Quotes In One Chat

To Try · No Card

§ 01 THE PROBLEM · ANSWERS ARE BURIED, NOT MISSING

The answer is in there. Somewhere.

200-page contracts. One clause you need.

You need the notice period for delay claims. It is somewhere in Section 8. Or Section 12. Two hours of Ctrl-F later, you found it — and now the PM wants the liquidated damages clause too.

Search doesn't understand construction.

Ctrl-F on "retainage" returns 47 matches across the schedule of values, a boilerplate clause, and two unrelated references. None of them is the clause that defines when retainage is released.

Cross-referencing specs to contract.

The spec references Division 3 concrete quality standards. The contract references ACI 318. Which controls in a conflict? You need to compare four documents, page-by-page, to be sure.

Meetings need answers now, not tomorrow.

Mid-meeting, the owner asks a pointed contract question. You have ten seconds to respond before losing credibility — not three hours to dig through the contract afterward.

§ 02 WHAT YOU GET · HOW THE CHAT ACTUALLY WORKS

Six things worth knowing. Before you ask.

Auto

Appears right after your run

Run any of the 28 engines — Contract Review, Bid Leveling, whichever fits — and a chat panel opens below the results automatically. There's no separate "upload for chat" step.

Context

Grounded in what you loaded

Answers are built from the documents and analysis results already loaded for that run — not a general knowledge base and not a document library you manage separately.

Multi-doc

Multiple vendor quotes at once

When a Bid Leveling run has several vendor quotes loaded, the chat can reference all of them together — genuine cross-document context from a single run, up to 10 quotes.

Plain English

Specific numbers, not vague summaries

Ask about clauses, deadlines, pricing, or how vendors compare. The AI is instructed to answer with specific numbers, clause references, or vendor names where it can — no dedicated extraction system behind it, just a well-aimed question.

Follow-up

Multi-turn conversation

Keep asking follow-up questions and the conversation stays in context for the rest of the session — no need to restate what you already asked.

Results

Chat your engine outputs

After a bid leveling or contract review, chat with the findings directly — dig into specific results, ask follow-ups, export refined answers.

§ 03 HOW IT WORKS · RESULTS TO ANSWERS IN SECONDS

Results to answers in seconds.

Run an engine

Upload your documents to any of the 28 engines — Bid Leveling, Contract Review, Submittal Reviewer, whichever fits the job — and run it like normal.

Chat appears automatically

The moment results land, a chat panel opens right below them. No separate document upload, no new session to start.

Ask in plain English

Ask about clauses, numbers, deadlines, or how vendors compare. The AI answers from the documents and results already loaded for that run.

Keep the conversation going

Follow-up questions stay in context for the rest of the session — no need to repeat what you already asked.

Bid Leveling · Follow-up Chat

YOU

Which vendor's bid excludes permit fees?

Acme Mechanical's bid ($412,000) explicitly excludes permit fees in their scope notes. Ferguson Bros. ($398,500) includes permit fees in their total. BuildRight ($405,200) doesn't address permit fees at all — worth a clarifying email before award.

YOU

Did any vendor quote a longer lead time than the schedule allows?

Yes — BuildRight's quote lists a 14-week lead time for structural steel, but the project schedule only allows 10 weeks between award and steel installation. Acme and Ferguson both quoted 9-week lead times, within the window.

YOU

Summarize the biggest cost driver across all three bids.

Structural steel is the largest swing across all three: $186,000 (Acme) to $214,000 (BuildRight) — a $28,000 spread on the same scope. That's the first line item worth negotiating.

Ask a follow-up about this run…

→

§ 04 THE IMPACT · HOURS BACK, EVERY DAY

Answers in seconds. Not hours.

Seconds, not hours

Clause and number lookups that used to mean re-opening the document and re-reading pages now come back in under a minute — pulled from whatever's already loaded for that run.

Grounded, not generic

The AI is instructed to answer only from the documents and analysis loaded for that run, not general knowledge. It's not a citation system, though — always sanity-check numbers that matter against the source.

Mid-meeting confidence

Owner or GC asks a pointed contract question in the weekly meeting? Answer in real time, not "I'll get back to you tomorrow."

§ 05 USE CASES · EVERY DOCUMENT-HEAVY WORKFLOW

Every contract. Every spec.

Contract clause lookups RFP / RFQ requirements Spec conflict resolution Change order interpretation Submittal requirement extraction Bid scope questions Meeting-ready answers Pay app clause review Multi-vendor quote comparison Closeout documentation

§ 06 FAQ · QUESTIONS TEAMS ASK

Questions teams ask us.

What document types can I chat with?

Anything you can run a Trueleveler engine on — contracts, bids, RFPs, specs, change orders, submittals, RFIs, and pay applications. There's no separate upload for Doc Chat itself: whatever you loaded to run an engine like Contract Review or Bid Leveling becomes the chat's context the moment results land.

Does Document Chat cite page or section numbers?

No. Document Chat doesn't extract or cite specific pages or sections — that mechanism doesn't exist. It answers in plain language from the documents and results loaded for your engine run, and it's instructed to reference specific numbers, clauses, or vendor names where it can. Treat it as a fast second read, not a citation engine, and verify anything critical against the source document.

Can I chat with multiple documents at once?

Yes, when the engine run itself was multi-document. A Bid Leveling run with several vendor quotes loaded, for example, lets you ask comparative questions across all of them in the same conversation. Doc Chat doesn't have its own multi-document upload flow — the documents in scope are whatever was loaded for the engine run you're chatting about.

Is Document Chat free to try?

Yes. The 14-day free trial includes every engine — Document Chat included — with 15 analysis runs on any engine and no credit card. After the trial, Pro is $99/mo for the Founding 25 cohort ($199/mo once the cohort closes) and Business is $499/mo — flat per-company pricing, no per-seat fees. See full pricing.

Is my data secure?

Documents you submit for analysis are processed in memory and are not retained, and your data is never used to train AI models. Files you choose to save to your workspace stay in your private, encrypted storage, and document retention for cross-document search is off by default. Trueleveler is GDPR and CCPA compliant. SOC 2 is on our roadmap. See our Security page for details.

§ 07 HOW YOU'LL ACTUALLY USE IT · RUN AN ENGINE, THEN ASK

Chat any engine's findings.

This is the real shape of Doc Chat: it's not a standalone upload-and-search tool, it's the follow-up conversation that shows up automatically underneath any of these engines once results land.

Bid Leveling → Contract Review → Bid Scope Compliance →

START FREE · NO CREDIT CARD

Start asking your documents — free.

Run a contract, bid, or spec through any engine and start chatting the moment results land. No credit card, no templates, no lock-in — just plain-language answers grounded in what you loaded.