What to ask.
Requests for analysts, lawyers, underwriters and reviewers. Attach the PDF and ask in your own words; these are a place to start.
Works the same in ChatGPT and Claude.
Check a draft or summary
Attach the source, then paste or attach what needs checking. Each statement comes back supported, partly supported, contradicted or not in the document, with the passage it relies on.
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Check this summary against the attached report. Flag anything the report doesn’t say.
Each statement marked supported, partly supported, contradicted or not in the document, with its passage highlighted.
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Tie every figure in this credit memo to the audited financial statements.
Each figure ticked to its page. Calculated figures show the formula, with every input highlighted.
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I asked another AI tool about this filing. Check its answer against the PDF before I use it.
Contradictions called out, with the page that shows what the filing actually says.
Ask a document
Ask the way you would ask a colleague, and each answer opens at the passage it came from. No PDF at hand? Try Apple’s fiscal 2025 Form 10-K.
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What were fiscal 2025 net sales and the number of employees? Show me where each figure comes from.
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What was the gross margin in each of the last three years? Show the calculation.
Calculated answers show the formula, with each input highlighted on its page.
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Does this agreement have a change-of-control clause? Quote it.
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What notice do we have to give to terminate, and to whom?
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Is liability capped? If the agreement doesn’t say, tell me.
When the document doesn’t say, the answer is “not in the document”, never a guess.
Credit and finance
Recompute a borrower’s numbers from the documents themselves, using the agreement’s own definitions.
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Recompute total net leverage from this compliance certificate using the credit agreement’s definitions. Are we within the covenant?
The ratio recalculated with every input highlighted, and the covenant level cited to its section.
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Check the EBITDA add-backs in this certificate against what the credit agreement allows.
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When are the quarterly and annual financials due under this credit agreement?
Legal
Defend every conclusion with the clause behind it, and see when a clause isn’t there.
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Check every quotation and record cite in this brief against the deposition transcript.
Each quotation supported or contradicted, with the transcript page and lines.
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Ask these questions of every contract in the data room and give me one table: assignment, change of control, termination for convenience, governing law.
One table of contracts by questions, every cell opening its clause. Up to 20 PDFs at once.
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What changed between version 3 and version 4 of this agreement?
Each term marked changed, added, removed or the same, with both versions highlighted.
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Compare the termination clauses in these two contracts.
Insurance
Tie every limit, exclusion and endorsement to the wording that sets it.
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Check the issued policy against the quote: limits, deductibles, exclusions and endorsements.
Every mismatch called out, with the declaration or endorsement that sets it.
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Compare the expiring and renewal policies and list every change in coverage.
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Is damage from a burst pipe covered under this policy? Quote the wording.
Real estate
Check the marketing and closing documents against the ones that bind.
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Check the occupancy and NOI in this offering memorandum against the rent roll and operating statement.
Each figure supported or contradicted, with the rent roll or statement page that shows it.
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Tie the closing statement to the purchase agreement and the loan documents.
Audit and compliance
When an auditor asks how you reached a conclusion, the answer is the highlighted page.
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Answer our vendor questionnaire from this SOC 2 report, and list every exception the auditor noted.
Each answer cited to the report, with exceptions marked.
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Check our policies against this control checklist, one requirement at a time.
Each requirement marked covered, partly covered or a gap, with the passage that meets it.
Your account
Ask in any chat where CiteLLM is connected.
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What’s my CiteLLM allowance?
Pages and uploads used and left, with a link to upgrade or manage billing.
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Delete this PDF from CiteLLM.
The PDF and its reviews are deleted now, instead of 30 minutes after upload.
Getting good answers.
- Plain requests work. No special wording or long instructions. Say what you need, as you would to a colleague.
- Attach PDFs with text. Run a scanned PDF through text recognition (OCR) before you attach it.
- Check before you rely on it. Approve or flag each answer in the viewer, then download a highlighted PDF, only the highlighted pages, or an evidence report with your sign-off.
- A highlight shows where, not whether. It shows where a passage is, not that a conclusion is right. That judgment stays with you.
Check your next document in ChatGPT or Claude.
Free to start. Every answer one click from its source.