Unplex is an AI platform built for regulated professional services — law firms and wealth managers. It analyzes documents, runs source-backed research, verifies existing documentation, and can automate recurring firm-specific tasks through custom agents. Four properties apply across all of this:

Source-Backed Output: every assessment is tied to a specific location in the document and backed by a named source — a statutory provision, case law, the firm's own playbook, or a record in the firm's PMS/CRM.

Verifiability: a statement that cannot be supported by a named source is not produced.

Full Audit Trail: every action performed by Unplex is logged and traceable back to its source and its output.

Tenant Containment: documents and data remain within the firm's existing environment; no data is exported to an external system as part of normal operation.

A document is analyzed clause by clause or field by field, deviations from a defined standard are flagged, a risk level is assigned, and alternative language or client-facing text is drafted — directly inside Word or the Unplex workspace. See How to Review Documents with Unplex.

A natural-language question returns a structured, citable answer. Every answer names its source; an answer without a citable source is flagged rather than presented as fact. See How to Research with Sources.

Existing written or recorded content is checked for correctness and completeness — legal citations before a document is finalized, or AML/restriction/KYC documentation across the full book of business. See How to Verify Citations & Compliance with Unplex.

Firm-specific, recurring tasks can be turned into a reusable custom agent, published once and available to the whole team with one click. See Build Your Own Agent in Agent Studio.

This Help Center is organized as follows:

Getting Started: first login, creating a project, installing the Word Add-in, and the underlying Assistant/Agent/Workflow model.

Account: account and project roles, seats, invitations, sharing, and ownership transfer.

General: document review, research, citation and compliance verification, file types, and Agent Studio.

Wealth Management Workflows: meeting notes, suitability profiles, periodic client reports, sentiment analysis, and compliance workflows.

Security: data security, data residency, hallucination prevention, and deployment options.

Integrations: connecting an ERP and cloud storage providers.

Billing: subscription and payment management.

FAQs and Resources: common issues and troubleshooting, and a glossary of terms used throughout this Help Center.

Getting Started with Unplex · How Unplex Works: Assistants, Agents, and Workflows · Glossary