• Contract Analysis

  In the video below we show how you can analyze contracts within Emma Projects. In this article, and the linked articles below, you'll find more detail on how contract analysis works in Emma Projects and how to set it up for your own documents. Why contract analysis matters Instead of reading every contract from start to finish to find the clauses that matter, Emma reads them for you — extracting the key terms you care about and flaFew readers

• Categorize a single document

  Emma uses AI to automatically categorize every document in your data room into exactly one document type from your Information Request List (IRL). This single-type assignment ensures documents are classified consistently and without overlap, which is critical for accurate mapping to IRL requirements and effective due diligence reviews. Maintaining a single, clear document type per file eliminates ambiguity and supports thorough, reliable disclosure. Only one document type per document Each dFew readers

• Box - Connection

  The Box integration lets you connect folders and files from your Box account directly to an Emma data room. Once connected, Emma syncs the documents you select and analyzes them automatically — no manual downloading or uploading required. The integration is available to all Emma users at no additional cost. How to connect Box In Emma, open the data room (or create a new one) and click Connect next to Box. You are redirected to Box’s authorization screen. Sign in with theFew readers

• Project access management

  The Project access management page lets you control who can access a specific project and what each member can do within it. To get there, go to Settings > Projects, select a project, and open the Access management tab. Access denied and forbidden screens When you try to access a project or its resources that you do not have permission for, Emma will now show a dedicated error screen. This may happen if you: Try to open a project or data room that you are not a member of, orFew readers

• The IRL view

  The Documents page is your main hub for reviewing all documents in your data room. To open it, click Documents in the main sidebar. It has two views — IRL and Folder — switchable with the toggle at the top. This article covers the IRL (Information Request List) view. What is the IRL view? The IRL (Information Request List) view organizes your documents by document type and area, following the structure of your IRL. This helps you track which document types have been provided,Few readers

• Comparing key terms

  The Matrix Key terms tab lets you compare every document's extracted values against a single reference document. This makes it easy to spot which documents differ on specific clauses or terms. There are three levels of comparison: cell-level compliance labels, full-text side-by-side comparison, and the reference heatmap. Why key term comparison matters Comparing key terms across documents helps quickly surface non-standard language, missed clauses, or compliance gaps across a portfolio —Few readers

• The Folder view

  The Documents page provides two main layouts: IRL (by Information Request List) and Folder. You can switch between them using the toggle at the top of the page. This article explains how the Folder view works. For categorization by document type, see The IRL view. What is the Folder view? The Folder view lets you browse all files in your data room exactly as they are arranged in the connected source (your VDR or cloud sFew readers

• Editing a check

  You can edit any check in Emma — whether you created it yourself or added it from Emma's library — to update its question, scope, risk descriptions, or golden standard. When you save, Emma re-analyzes all relevant documents using the updated definition. Step 1 — Open the edit form There are two ways to reach the edit form: Option A — from the Matrix: Go to Matrix in the main sidebar. Select a document type in the left sidebar and click the Risks tab. Hover over the coluFew readers

• Info tab

  The Info tab is the default tab when you open the document viewer. It shows everything Emma knows about the file beyond risks and key terms — metadata, AI-generated summary, categorization, signature status, bundle membership, and duplicate warnings. For the overall viewer layout, see Document viewer overview. Document name and source At the top of the Info tab you see the document's display name with a file-type icon. Hover the name to see a tooltip with: Source —Few readers

• Documents - Overview

  In the video below we'll show you an overview of all the features in the Documents page. For more details we refer you to the linked articles. Archive file upload and extraction Emma supports uploading archive files to the Documents page. The following archive formats can be uploaded: Zip archives (.zip) 7z archives (.7z) Rar archives (.rar) Tar archives (.tar) Gzip-compressed tar archives (.tar.gz, .tgz) Bzip2-compressed taFew readers

• Authorized domain

  The Authorized domain setting lets you allow anyone whose email address belongs to a specific domain to join your Emma organization automatically — without needing an individual invitation. To access this setting, go to Settings > Organization settings > Authorized domain. How it works Once you authorize a domain (for example lawfirm.com), anyone who signs up or logs in to Emma with an email address ending in that domain is automatically added to your organization as a User. ThFew readers

• Assignments

  The Assignments page lets you assign specific team members to review particular areas and document types within a data room. This helps coordinate who is responsible for what across a large deal. To get there, go to Settings > M&A data rooms, select a data room, and open the Assignments tab. How assignments work A data room is organized into areas (broad topic groups like Corporate, HR, or Real Estate) and each area contains document types. You can assign one or more reviFew readers

• Supported file types

  Emma ingests all files that are manually uploaded or synced using an integration with a Virtual Data Room provider or with file sharing software. Here are the file types that are fully supported by all operations in Emma: PDF — .pdf Images — .jpg, .jpeg, .png, .tiff, .tif Word — .doc, .docx PowerPoint — .ppt, .pps, .pptx, .ppsx Plain text / prose — .txt, .text, .license, .licence, .lic, .log, .md, .markdown, .mdown, .mkd, .rst, .adoc, `Few readers

• Key terms

  Key terms are AI-extracted values from your documents. Each document type has its own set of key terms, and Emma extracts a value for each key term from every document assigned to that type. The extracted values are shown in the Key terms tab of the Matrix. For a general overview of the Matrix, see Matrix overview and Info tab. Why key terms matter Key terms turn a stack of unstructured contracts into a structured table — tFew readers

• PDF viewer

  The PDF viewer is the most capable preview mode in Emma. It renders documents as a continuous vertical scroll (all pages in one stream), overlays AI and manual risk annotations, and provides tools for search, navigation, and on-page collaboration. For a general introduction to the viewer layout, see Document viewer overview. Toolbar layout Two floating toolbars sit at the bottom centre of the file panel: Toolbar Controls | Viewer mode (left) | Switch between SelectFew readers

• Glossary

  The Glossary lets you define preferred translations, definitions, and interpretations for key terms used in your documents. Emma includes these definitions in its AI prompts when extracting key terms, generating red flag summaries, and assigning risk levels. To access the glossary, go to Settings > Organization settings > Glossary. Why use the glossary? Organizations often use terms with specific, local, or firm-defined meanings that differ from standard legal or business definitionsFew readers

• Organization members

  The Organization members page lets you manage who has access to your Emma organization, assign their roles, view and manage outstanding invitations, and oversee membership changes. To access it, go to Settings > Organization settings > Organization members. Organization roles Every member of your organization has one of three roles: Admin: Full access to the organization and all data rooms. Admins can invite new members, change roles, and remove people from the organization.Few readers

• Risks

  The Risks tab of the Matrix displays one column per check you have added. For each document, Emma shows the risk level assigned by that specific check in its column. The Matrix helps you focus on the risks that matter most by hiding columns with no relevant findings by default, ranking visible columns so the highest-severity issues appear on the left, and sorting file rows so the riskiest documents are at the top. This article also explains how to group similar risk findings and review and mFew readers

• Matrix chat

  Matrix chat is an AI assistant panel built directly into the Matrix. It lets you ask questions about the documents in the currently selected document type — without leaving the table view. Answers stream inline and are scoped to the files visible in that document type by default. For data-room-wide chat (all document types at once), use Chat. For single-document questions, use [Document chat assistant](https://docs.emma.legal/en/articles/1526Few readers

• Dropbox - Connection

  The Dropbox integration lets you connect folders and files from your Dropbox account directly to an Emma data room. Once connected, Emma syncs the documents you select and analyzes them automatically — no manual downloading or uploading required. The integration is available to all Emma users at no additional cost. How to connect Dropbox In Emma, open the data room (or create a new one) and click Connect next to Dropbox. You are redirected to Dropbox’s authorization screFew readers

• Document viewer overview

  The document viewer is Emma's central workspace for reviewing a single file. It combines a full-screen preview of the document on the left with a Document Review sidebar on the right, where you inspect metadata, risks, key terms, and team comments without leaving the file. In the video below you get an overview of everything you can do with the document viewer. You can open the viewer from almost anywhere in Emma — the Documents paFew readers

• Comments tab

  The Comments tab centralises all team discussion pinned to specific locations in a document. Unlike risks and key terms, comments are purely collaborative — they do not flow into the Matrix or Red Flag Report unless you act on them separately. For placing comments on the PDF itself, see PDF viewer — Comments on the PDF. For the overall viewer layout, see Document viewer overview. Tab header and counts The tab label shows Comments (n) where n is the total number of commentFew readers

• Thomson Reuters HighQ - Data Room Connection

  The HighQ connector lets you sync documents from a Thomson Reuters HighQ site directly into an Emma data room. The integration uses OAuth, so once connected Emma can list the sites and folders you have access to and pull in the documents you select — no manual download or upload required. Watch this short video to see what the Emma × HighQ integration looks like end-to-end: The connector is currently in limited release. Before you can useFew readers

• Manual File Upload

  Besides the many integrations with Virtual Data Rooms and document sharing tools like Box, Dropbox, and OneDrive, the Emma workspace also supports manually uploading documents. More ways to add documents It's now easier to discover and start a manual upload, with several entry points throughout the workspace: Sidebar: There is a new Add documents button at the bottom of the source folder sidebar. This button is always available and opens the upload dialog so you can select files tFew readers

• Create or Connect a new Data Room

  Creating a New Data Room or Project When you log in to Emma, you'll land on your organisation's home page. At the top, you'll find a set of options asking where you would like to start. To create a new workspace: Click "New M&A Data Room" to start an end-to-end legal due diligence workspace. This option is designed for the full transactional workflow, including document upload, analysis, and report generation. Click "New Project" ifFew readers

• Language Support

  The Emma platform supports a broad range of languages. Below you can find the list of languages Emma supports. We make a distinction between the languages Emma can perform the analysis upon and the languages Emma can generate a report in languages with full support (**analysis +**reporting). Language Analysis (Read) Reporting (Write) Afrikaans ✅ Albanian ✅ Amharic ✅ Arabic (CA) ✅ ✅ Arabic (Egyptian) ✅ | Arabic (GulFew readers

• Document chat assistant

  Emma Agent is the AI chat assistant built into the document viewer. It answers questions about the file you have open — clause interpretation, defined terms, obligations, dates, and anything else discoverable from the document content. For the overall viewer layout, see Document viewer overview. For data-room-wide chat (not scoped to one file), see Chat. Opening Emma Agent Emma Agent lives at the **bottom of the Document Review siFew readers

• Categorize multiple documents

  Emma automatically categorizes documents into the document types of your Information Request List (IRL). When the AI is confident, categorization happens without any manual input. When it isn't sure, those documents are marked as unclassified and shown at the top of the IRL sidebar on the Documents page. Finding unclassified documents Go to Documents (IRL view). At the top of the left sidebar you will see an Unclassified section showing the number of documents that still need toFew readers

• Projects Overview

  Projects lets you analyse and compare contracts outside the context of an M&A data room. Where a data room is built around a specific deal, a Project is a flexible workspace for any contract review task — regardless of whether a transaction is involved. In this video we give a quick overview on what Projects are about. What can you use Projects for? Projects are designed for situations where you need to review, benchmark, or extract insFew readers

• Checks — overview

  A check is a question or clause definition that Emma runs against every relevant document in your data room. The answer — expressed as a risk level (High, Medium, Low, No risk, or Unspecified) — appears as a column in the Risks tab of the Matrix, giving you a structured, document-by-document view of your legal due diligence findings. In the video below we go into detail on what checks are, what they are for, how to create them and how to review the output. ${frame}[Few readers

• Google Drive - Connection

  The Google Drive integration lets you connect a folder from your Google Drive directly to an Emma data room. Once connected, Emma syncs the documents you select and analyzes them automatically — no manual downloading or uploading required. The integration is available to all Emma users at no additional cost. How to connect Google Drive In Emma, open the data room (or create a new one) and click Connect next to Google Drive. You are redirected to Google’s authorization scFew readers

• Report

  To work with reports in Emma, use the reports button (pencil icon) on the left sidebar. In addition to the main editable report document described below, Emma offers an interactive Live Report view focused on red flags and risk distributions, enabling M&A lawyers to explore risk concentrations quickly and filter by several criteria — see the "Live Report" article in this collection for its charts, filters, drill-down list, and sharing with report-only viewers. [![](https://storage.crisp.chaFew readers

• Virtual Vaults - Data Room connection

  Watch this video to see how to connect Emma with the Virtual Vaults Data Room platform: Prerequisites: You need to have the same e-mail address as a user name within both the Emma platform and Virtual Vaults Users need to have bulk download rights within Virtual Vaults. If the user doesn't have such rights, Emma will not have access to them. Connecting Virtual Vaults: The Virtual Vaults integration is fully generally availablFew readers

• Matrix overview and Info tab

  The Matrix provides a detailed, structured overview of all information Emma has extracted from your data room, organized in a table grouped by document type. Access it from the main sidebar under Matrix, or from the Matrix tab inside any document type on the Documents page. In the video below we will show you all the features of our Matrix. In this article, as well as the others linked below, you'll find in-depth guidance on MatrixFew readers

• Settings overview

  Emma's Settings are split into three areas, accessible from the Settings menu in the main sidebar: Organization settings — configuration that applies across your entire Emma organization (members, domains, playbooks, glossary, and subscription). M&A data rooms — per-deal configuration for each M&A data room (access, assignments, integrations, and files). Projects — per-project configuration (access, integrations, and files). In this video you get a general overview ofFew readers

• ideals - Data Room connection

  This video shows the integration with iDeals as a virtual data room (VDR): The iDeals VDR integration is now fully available to all Emma Platform users. You no longer need to request access or wait for approval to connect or reconnect your iDeals data room. Simply follow the prompts in Emma to establish the connection. For more information about enabling integrations on iDeals, please refer to the iDeals help center: [https://helpcenter.iFew readers

• OneDrive & SharePoint - Connection

  Emma integrates with both Microsoft OneDrive and Microsoft SharePoint. Both use the same Microsoft OAuth flow and are available to all Emma users at no additional cost. OneDrive — connects to a personal or business OneDrive folder. SharePoint — connects to a SharePoint document library or folder. How to connect OneDrive or SharePoint In Emma, open the data room (or create a new one) and click Connect next to OneDrive or SharePoint. You are redirecFew readers

• Data room files

  The Files page gives you a complete overview of every file currently in a data room. Deleted files are not shown. To get there, go to Settings > M&A data rooms, select a data room, and open the Files tab. What you can do here Browse all files — Scroll through the full list of files in the data room, or filter by folder. Click any file to open its details, including classification, key terms, and check results. See the total file count — The number of files is shown atFew readers

• Information Request List & Gap Analysis

  The Information Request List (IRL) is a list of documents required by a law firm to perform the necessary legal due diligence. If documents from this list are missing from the data room, the due diligence cannot be completed in full. Therefore, it is important to have a complete IRL so there are no gaps between what is required and what is available. Below you can find a short video on how you can create your own Information Request List and how you can do your Gap Analysis. ${frame}[](https:/Few readers

• Playbooks

  A playbook is a reusable configuration that defines the document types, checks, and key terms for a data room or project. Instead of setting these up from scratch in every deal, you build a playbook once and apply it wherever needed. To manage playbooks, go to Settings > Organization settings > Playbooks. In the video below we explain more in detail what playbooks are and how to create and manage them. Below you can find out more dFew readers

• Data room general settings

  The General settings page for a data room allows you to rename the room and manage which playbook is applied. To access these settings, go to Settings > M&A data rooms, select a data room, and open the General tab. Renaming a data room Type a new name in the M&A data room name field and click Save. The updated name appears throughout Emma—including navigation, reports, and member lists. Playbook A playbook defines the document types, checks, and key terms used for strFew readers

• Billing

  General Billing is administered at the organisation level within the Emma Platform. Billing settings are only available for users with 'Organisation Admin' or 'Billing Admin' roles. Pricing Emma follows per-document pricing. The different available subscriptions can be found on our website: https://www.emma.legal/pricing Billing Settings You can manage billing by going to your organisation settings in the Emma platform: [![](https://storage.crisFew readers

• Data room access management

  The Access management page lets you control who can access a specific data room and what they can do inside it. To open this page, go to Settings > M&A data rooms, select your data room, and choose the Access management tab. Data room roles and permissions Every member in a data room has one of these roles: Deal Responsible — Full access to all data room features, including granular settings. Can invite new members, change any member's role, and remove people from the dataFew readers

• Risks tab

  The Risks tab lists every risk finding linked to the current document — both AI-detected results from automated checks and manual annotations added by your team. It is the central place to review, refine, and sign off on what Emma (and your colleagues) flagged in the file. In addition to these findings, Emma surfaces AI-identified “Additional Risks” that might represent potential issues not covered by the existing checks. For creating new findings by drawing on the PDF, see **PDF viewer — CFew readers

• Project integrations and files

  The Information Request List (IRL) view allows you to organise, manage, and review all information requests for a project. This article explains how to navigate the IRL, work with its tabs, and use the updated management menus. Overview of the IRL view Navigate to the Documents section of your project and select the IRL tab. The sidebar displays all defined IRL "areas," each grouping relevant document types. You can expand or collapse areas to see the included document types. ClickFew readers

• Ansarada - Data Room connection

  Ansarada integration is now generally available (GA) in Emma. All customers can connect an Ansarada data room directly, without requesting access or waiting for approval. Watch this short video to see how to connect Ansarada with the Emma platform: 1. Setup of the integration For the integration between Ansarada and Emma to work, you need to be added to the Ansarada Platform as a user. The user is identified through the e-mail addrFew readers

• Firewall settings

  Overview Emma Legal uses modern web technologies to provide a fast and responsive workspace. Some corporate network security solutions inspect, proxy, or modify HTTPS traffic to enforce security policies. In certain cases, these tools can interfere with modern web protocols and reduce the number of concurrent connections available to the Emma workspace, which may lead to slow loading times or parts of the application not working correctly. If your organization uses tools such as Netskope, ZsFew readers

• Filtering documents

  Both the IRL view and the Folder view on the Documents page have a Filters button in the toolbar. Filters help you narrow down what is displayed so you can focus on the documents or document types most relevant to your review. How to use filters Click the Filters button to open the filter panel. Every filter is a multi-select: you can pick one or more options in each section. Active filters are shown as a badge on the Filters button so you can always see when something is filFew readers

• Contract Comparison

  In the video below we show how you can easily compare contracts using Emma Projects. In this article, and the linked articles below, you'll find more detail on how to set up and run a contract comparison. Why contract comparison matters Comparing contracts by hand — scrolling between tabs, marking up printouts, or relying on memory to spot a changed clause — is slow and error-prone, especially once you are past two or three documenFew readers

• Chat

  The Chat functionality in Emma allows you to ask questions about the documents in the data room, get general legal answers, and access detailed product guidance — all in a single interface. In the video below we will take you through the main features and functionality. Why Chat matters in due diligence Emma's AI Chat makes it easy for M&A lawyers and finance teams to review data room content, spot critical risks, and build disclosFew readers

• DealCentre AI - Data Room Connection (coming soon)

  We are currently working on the DealCentre AI connector. Planned improvements: Emma will preserve DealCentre's index numbers for folders and documents during sync. This means each item in your data room keeps its original DealCentre numbering, so you can match files and folders by their familiar references. When you select a nested folder or an individual document directly from DealCentre (for example, by choosing a subfolder or one specific file deep in the tree), Emma will import theFew readers

• Data room integrations

  The Integrations page lets you connect external data sources — Virtual Data Rooms (VDRs) and cloud storage providers — to a data room so that documents are synced automatically into Emma. To get there, go to Settings > M&A data rooms, select a data room, and open the Integrations tab. Supported integrations Emma supports the following integrations: Virtual Data Rooms (VDRs) Ansarada DealCentre AI HighQ Ideals Intralinks Virtual Vaults Cloud storage BoxFew readers

• Project general settings

  The General settings page for a project lets you rename it and manage which playbook is applied. To open it, go to Settings > Projects, select a project, and open the General tab. Renaming a project Edit the Project name field with the new desired name and click Save. Your changes are reflected across the platform—in navigation menus and member lists for the project. Playbook A playbook defines the document types and key terms used in this project. The currently assigFew readers

• Overview of all Data Room integrations

  The Emma platform allows users to connect directly to a wide selection of Virtual Data Room (VDR) providers and to conduct legal due diligence in a fully synchronized environment. Documents and folder structures are connected in real time, allowing legal analysis to begin immediately without manual downloading, re-uploading, or document handling. Watch this short video to see how to create a data room and connect it to an external provider:Few readers

• Key terms tab

  The Key terms tab shows AI-extracted values for every key term defined on the document's type — clauses, dates, amounts, yes/no answers, and summaries that Emma pulled from this specific file. It is the document-level counterpart to the Key terms columns in the Matrix. For managing key term definitions (creating, editing, reordering), see Key terms in the Matrix. For the overall viewer layout, see Document viewer overview. PrFew readers

• Using predefined checks

  Checks are questions or clause definitions Emma runs against every relevant document in your data room. The result — a risk level per document — appears as a column in the Risks tab of the Matrix. Emma provides a library of predefined checks organized by topic. You can also reuse checks from other data rooms in your organization. This article walks you through adding them. Step 1 — Open the check picker Go to the Matrix in the main sidebar, select a document type in the left sidebarFew readers

• Intralinks - Data Room connection

  Watch this video to see how to connect Emma with the Intralinks VDR Pro Data Room platform: Prerequisites: You need a Client ID and a Client Secret. These are typically provided by your Intralinks administrator. You need to have the same e-mail address as a user name within both the Emma platform and Intralinks VDR Pro. Users need to have bulk download rights within Intralinks VDR Pro. If you do not have these rights, Emma will nFew readers

• Roles within the Emma Platform

  Emma works with two layers of permissions: (1) organization-level roles and (2) deal-level roles. 1. Organization-level roles These roles govern access across your entire Emma environment: User: Users can create new data rooms and view the data rooms they have access to within the organization. This is the default role for internal team members who are actively involved in deal work. Admin: Admins retain all User permissions, but also manage access. They can invite nFew readers

• Creating a custom check

  A custom check lets you define your own question or clause definition, configure which documents Emma should analyze, and set up automatic risk-level detection. The result appears as a new column in the Risks tab of the Matrix. Once created, the check runs on all documents currently in scope and automatically on any new ones added later. Step 1 — Open the new check form You can open the form in three ways: Matrix → Risks tab → Select checks → New check (button inside the check picFew readers