CasperWasp
Get started
How it works · PDF Intelligence

PDF Intelligence

Upload contracts, reports and filings — summarise, extract, translate and chat with page-level citations, then continue drafting in Document Studio.

PDF Intelligence

Overview

Most teams still treat PDFs as dead ends: download, skim, copy-paste into a notes doc, lose the page number, then argue later about what the clause really said. PDF Intelligence reverses that pattern. You upload the source once, CasperWasp extracts the text layer (local extraction is free), builds a retrieval index over the content, and gives you a workspace where summary, key-point extraction, translation and citation-backed chat live beside the same file.

The product is designed for business workflows where accuracy matters more than flashy answers. Chat does not invent a second document; it retrieves relevant chunks from your upload and returns answers with page and clause-style references so a human can open the source and verify. That citation habit is the difference between “AI said so” and “the filing says so on page 14.” Legal interpretation, commercial judgment and sign-off remain human responsibilities — the studio accelerates reading and drafting, it does not replace counsel or compliance review.

PDF Intelligence sits next to Document Studio and Design Studio under one CasperWasp subscription. Verified findings move into drafts, memos and client packs without hopping between disconnected tools. When the pack needs letterhead, stamps or brochure layout, Design Studio is already in the same organisation. The intent is a continuous path: source → grounded understanding → editable document → branded deliverable.

Use the overview surface when you land on a new file, then drill into chat or extraction when a single obligation, date or definition becomes the bottleneck. Summaries make folders scannable; chat answers pointed questions; extraction produces structured highlights; translation opens multilingual packs. Together they turn a PDF from an opaque attachment into a working source of truth inside the marketplace.

In depth

Understanding PDF Intelligence

How the feature works in practice inside the CasperWasp marketplace — and how it connects to the rest of your work.

Why citation-grounded PDF work belongs in the marketplace

Standalone chatbots are convenient until someone asks where a number came from. In diligence, procurement, legal ops and investor relations, the follow-up question is always the same: show me the page. PDF Intelligence builds retrieval over your upload so answers are anchored to the document itself, not to model memory or a generic web prior.

That design matches how professional teams already review filings. Analysts skim an executive overview, then deep-dive on risk sections. Counsel searches for defined terms and change-of-control language. Operations pulls renewal dates and notice periods. Each of those jobs is faster when summary, extract and chat share one indexed source instead of three disconnected exports.

Keeping PDF work inside CasperWasp also closes the handoff gap. Once a clause is verified, the natural next step is a memo, redline response, board pack or customer-facing summary — work that lives in Document Studio. Brand assets for the same pack live in Design Studio. You stay in one account, with one organisation context, instead of re-uploading the same PDF to five tools.

How the studio fits your reading-to-drafting loop

Start by uploading the PDF. CasperWasp extracts the text layer locally when available — that step is free — then prepares the file for AI-assisted summary, extraction, translation and chat. An executive summary gives you orientation before you invest time in a full read. From there, ask narrow questions, pull key points, or translate passages your stakeholders need in another language.

Citations are not decoration. Treat every material claim as a pointer back into the source: open the referenced page, confirm the wording, then decide what belongs in a downstream draft. If the PDF is a scan without a usable text layer, OCR upstream may be required before indexing is reliable — garbage text in means weak citations out.

When findings are solid, continue in Document Studio. Paste verified points into a brief, generate a first draft with AI writing tools, collaborate with comments and versions, then route for approval where your plan allows. If the deliverable needs a letterhead or stamp, pull those from Design Studio without leaving the marketplace narrative.

The loop is intentional: PDF Intelligence owns understanding of the source; Document Studio owns the living draft; Design Studio owns brand presentation. PDF Intelligence does not try to be a full word processor — it tries to be the trustworthy front door for source files.

Workflows teams actually run

Contract intake: upload the counterparty paper, read the summary for structure, chat about termination, liability caps and data-processing clauses with citations, extract key dates into a checklist, then draft an issues list in Document Studio for counsel review.

Due diligence packs: drop multiple filings into the studio over a deal timeline, summarise each for triage, use chat to compare how warranties are framed across documents, and keep humans owning legal conclusions while AI accelerates navigation.

Internal policy and SOP libraries: upload long PDFs that nobody wants to re-read, summarise for onboarding, extract obligations for managers, and answer “where do we say X?” with a citation instead of a hallway guess.

Multilingual stakeholder packs: translate source content for regional reviewers, keep the original PDF as the citation anchor, then draft language-specific cover notes in Document Studio once bilingual humans have checked critical passages.

What stays human — and what the product optimises

CasperWasp optimises for speed of orientation, retrieval quality and a clean path into drafting. It does not claim to be your lawyer, auditor or regulatory authority. Ambiguous clauses, conflicting schedules and jurisdiction-specific rules need human judgment. Use the studio to find the language faster; use your experts to decide what it means.

Narrow questions produce better citations. “What is the notice period for termination for convenience?” beats “Tell me everything risky.” Prefer one obligation per question when stakes are high. Summaries are maps; chat is a flashlight; extraction is a checklist — combine them instead of trusting any single surface alone.

Local text extraction remaining free means you can open and inspect content without treating every upload as an AI event. Run AI steps when you need synthesis or grounded answers. Keep verification habits: if a citation looks wrong, open the page before it lands in a client email.

How it works

Step by step

A practical walkthrough of pdf intelligence in the CasperWasp marketplace.

  1. 01

    Upload the PDF into PDF Intelligence

    Open PDF Intelligence from your CasperWasp account and drop in the contract, report, policy or filing you need to work with. Prefer native digital PDFs with a clean text layer so indexing and citations stay sharp. If you are working from a scan, plan OCR before you rely on chat answers.

  2. 02

    Let local text extraction prepare the source

    CasperWasp pulls the text layer so the document becomes searchable and indexable. Local text extraction is free — use it to confirm the file is readable before you lean on AI surfaces. Spot-check a known paragraph to make sure extraction looks faithful.

  3. 03

    Read the executive summary for orientation

    An executive summary turns a long filing into a scannable overview so you know sections, parties and themes before page-one immersion. Treat it as a map of the document, not a substitute for verifying critical numbers, dates or obligations in the source itself.

  4. 04

    Ask citation-backed questions in chat

    Phrase questions the way you would ask a colleague who finished the filing: one topic at a time, with the outcome you need (definition, obligation, exception, amount, deadline). Review each answer’s page or clause reference and open the source before you trust the claim.

  5. 05

    Extract key points for structured review

    Pull dates, parties, obligations, caps and other highlights into a reviewable list when a narrative summary is not enough. Use extraction for checklists, deal rooms and handoffs to reviewers who need bullets they can tick off against the PDF.

  6. 06

    Translate when stakeholders need another language

    Run translation on content that regional teams must read, while keeping the original PDF as the citation anchor. Have a bilingual reviewer check legal, financial and safety-critical passages before anything ships externally.

  7. 07

    Continue verified findings in Document Studio

    Move confirmed points into a memo, issues list, board note or customer summary. Draft with AI writing tools beside the cursor, then collaborate with comments, versions and approvals as your process requires. The source PDF remains the citation ground truth.

  8. 08

    Add brand assets from Design Studio when the pack ships

    If the deliverable needs letterhead, stamps, cards or brochure layout, open Design Studio in the same organisation. Keep PDF Intelligence for source truth, Document Studio for narrative, and Design Studio for presentation — one marketplace loop.

When

When to use this

  • You received a long contract or MSA and need orientation plus clause-level answers before a negotiation call.
  • A diligence folder has piled up and each filing needs a scannable summary before humans deep-read the risk sections.
  • Stakeholders ask “where does it say that?” and you need page-backed answers instead of remembered paraphrases.
  • You must build an issues list, checklist or extraction of dates and obligations for counsel or ops review.
  • Regional reviewers need translated coverage of a source PDF while the original remains the citation anchor.
  • You are drafting a memo or customer summary in Document Studio and want claims grounded in an uploaded filing.
  • Internal policies live as PDFs and teams need fast answers without re-reading the entire handbook every time.
  • You want source analysis and drafting under one CasperWasp account instead of juggling disconnected PDF chat tools.
Who

Who it is for

  • Legal ops and contract managers who triage counterparty paper before counsel deep-dives.
  • Deal teams and diligence analysts navigating multi-document packs under time pressure.
  • Procurement and vendor management reviewing MSAs, DPAs and SOWs with citation discipline.
  • Compliance and policy owners answering “what do we say?” from long internal PDFs.
  • Consultants and advisors who turn source filings into client-ready memos in Document Studio.
  • Founders and operators who need executive summaries of investor, customer or regulatory PDFs without losing the page number.
  • Cross-border teams that translate source content but keep humans on legal interpretation.
Examples

Real workflows

Concrete jobs teams run with this feature — not abstract capability lists.

A procurement lead uploads a 60-page MSA, reads the summary to map sections, chats about liability caps and auto-renewal with citations, extracts notice periods into a checklist, then drafts an issues list in Document Studio for Friday’s vendor call.
An associate drops three diligence PDFs into the studio across a deal week, summarises each for triage, asks chat how change-of-control is framed in each file, verifies pages, and keeps counsel as the owner of legal conclusions.
A people-ops manager uploads the employee handbook PDF, uses chat to answer manager questions with citations, extracts escalation obligations into a one-pager, and links the draft memo back to the handbook as source of truth.
A regional sales lead translates a product security whitepaper PDF for a local prospect, has a bilingual reviewer check technical claims, then writes a cover email draft in Document Studio that cites the original pages.
An investor-relations lead summarises a lengthy regulatory filing, extracts key dates and definitions, chats about a specific risk factor with citations, and builds a board-ready brief without copy-pasting blind quotes.
A customer-success team uploads a legacy SOW PDF, extracts deliverables and acceptance criteria, and continues the renewal narrative in Document Studio with Design Studio letterhead for the customer pack.
Included

What you get

  • Upload workspace for contracts, reports, policies and filings
  • Free local text-layer extraction to prepare readable sources
  • Executive summarization for fast orientation across long PDFs
  • Retrieval-grounded chat with page and clause-style citations
  • Key-point extraction for dates, parties, obligations and highlights
  • Translation paths for multilingual stakeholder review
  • A single indexed source shared across summary, extract, translate and chat
  • Direct continuation into Document Studio for memos and drafts
  • Same-organisation access to Design Studio for branded packs
  • A workflow that keeps humans owning legal and commercial interpretation
  • Habits that favour narrow questions and citation verification
  • Marketplace continuity instead of disconnected one-off PDF chat apps
Tips

Do it well

Ask one obligation, definition or date per question when the answer must be citation-perfect.
Always open the cited page before a claim enters a client email, board pack or negotiation position.
Prefer digital PDFs with a clean text layer; OCR scans before you trust chat on image-only files.
Use the summary to triage, then chat or extract for the specific clause that blocks a decision.
Humans own legal interpretation — treat AI output as accelerated reading, not advice.
Move verified findings into Document Studio quickly so the living draft stays separate from the source PDF.
Keep the original language PDF as the citation anchor even when you translate for stakeholders.
Spot-check extraction on a known paragraph after upload so you catch broken text layers early.
Pitfalls

Common mistakes to avoid

The shortcuts that waste time or produce weak deliverables.

  • Treating a summary as a signed-off legal read instead of an orientation map.
  • Asking vague “what’s risky?” prompts that return broad answers with weaker pinpoint citations.
  • Skipping citation checks and pasting AI wording straight into external communications.
  • Expecting perfect chat on scanned PDFs that never received usable OCR.
  • Confusing PDF Intelligence with a full word processor — drafting belongs in Document Studio.
  • Letting the model “interpret” ambiguous clauses without counsel when stakes are legal or regulatory.
  • Re-uploading the same file to external tools and losing the CasperWasp handoff into drafts and brand assets.
FAQ

Common questions

Related

More how-it-works pages

PDF Intelligence

PDF chat with citations

Ask questions about an uploaded PDF and get retrieval-grounded answers linked to pages and clauses you can verify.

PDF Intelligence

PDF summarization

Turn long PDFs into executive summaries on upload so filings, contracts and reports become scannable before you deep-read.

PDF Intelligence

PDF extraction

Pull text and key points from PDFs — free local text-layer extraction, plus structured highlights for dates, parties and obligations.

PDF Intelligence

PDF translation

Translate PDF content with AI inside the same CasperWasp marketplace account as summarization, chat, drafting and design.

Document Studio

Document Studio

Draft, refine, collaborate on, and export business documents with AI beside the cursor inside CasperWasp.

Document Studio

AI writing tools

Generate, rewrite, expand, simplify, and retone business copy beside the cursor in Document Studio.

Collaboration

Approval workflows

Route documents through review chains so the right people sign off before export, share, or signature requests.

Open PDF Intelligence

Part of the CasperWasp marketplace — documents and design under one subscription.

Open PDF IntelligenceAll features

Try the CasperWasp marketplace

Create an account and use Document Studio and Design Studio from one subscription — write documents, analyse PDFs, and generate brand assets with transparent AI usage.

Create an accountSee pricing

Plans from ₹300/month · Cancel anytime