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Workflows & Enterprise Tools

Document Q&A

Ask specific questions about uploaded documents and receive precise answers with section and page references.

Time Saved

70-90% reduction in document search time

Accuracy

Specific answers with document references

Category

Workflows & Enterprise Tools

The Problem

  • Time to find specific information
  • Multiple documents to search
  • Complex queries requiring synthesis
  • Repetitive questions from stakeholders
  • Document organization challenges

How Claude Helps

Reads and understands uploaded documents, answers specific questions, provides location references, synthesizes across multiple documents, and handles follow-up questions.

Step-by-Step Workflow

1

Upload document(s)

Provide the documents you need to query.

2

Ask specific questions

Pose targeted questions about the document content.

3

Review answers with references

Examine Claude's answers along with cited sections and page numbers.

4

Ask follow-up questions

Continue querying as needed for additional details.

5

Export answers

Save the Q&A results for your records or to share with stakeholders.

Example Prompt

I've uploaded our master license agreement with BigCorp. Please answer these questions:

1. What is the term of the agreement and when does it renew?

2. What are the payment terms and when are payments due?

3. What are the liability caps for each party?

4. Does the agreement have any exclusivity provisions?

5. What are the termination rights for each party?

6. Are there any change of control provisions that would affect an acquisition?

7. What governing law applies?

For each answer, cite the specific section and page number where you found the information.

Frequently Asked Questions

How many documents can Claude analyze at once?

Within Claude's context window (200K tokens). For very large document sets, use Projects to maintain context.

Can Claude compare answers across documents?

Yes. Upload multiple documents and ask comparative questions.

What about confidential documents?

Claude doesn't store or train on your documents. For highest sensitivity, use Cowork for local processing.

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