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Using multi-document awareness and file upload in Plexus Counsel

Upload files in Plexus Counsel to analyse related contracts together and uncover insights across multiple agreements in one conversation.

Written by Sammie
Updated over 2 weeks ago

What is Multi-Document Awareness?


Multi-Document Awareness allows you to select or upload multiple agreements to analyse together in Plexus Counsel. By narrowing Plexus Counsel’s attention to the documents you choose, you can uncover connections, inconsistencies and shared risk across related contracts — without reviewing them side-by-side.

This provides clearer visibility across related agreements and supports more informed, portfolio-level decisions for both legal and business teams. Multi-Document Awareness is particularly useful when:

  • Comparing clauses across similar agreements

  • Identifying gaps or inconsistencies

  • Preparing advice for a matter involving multiple contracts

In addition, it strengthens risk identification across related agreements and supports more defensible, portfolio-level advice.


How to Add Files to Plexus Counsel


1. Open Plexus Counsel
Navigate to Plexus Counsel from anywhere in the platform.

2. Add Files to Plexus Counsel
Select + Add, then choose the relevant tab to select Documents or Upload files. The files you choose here will guide Plexus Counsel’s analysis, enabling cross-contract insight within a single conversation.

3. Select or upload documents

Continue with your selections. You can select or upload up to 10 documents to analyse together.

Top tip! Documents uploaded into Plexus Counsel won’t appear in your Document list, making it easy to review or discuss files before committing them to a workflow.

4. Ask your question
Ask about obligations, risks, comparisons or connections across the selected agreements. Plexus Counsel will analyse those agreements together with your question, to surface connections and shared risk.

Files added to Plexus Counsel stay active for the life of the thread and apply to each message you send. To remove a file, click the X before sending. To reset your selection entirely, start a New thread.


What Happens Next?


Use Plexus Counsel to ask away!

  • Responses will prioritise those agreements

  • Insights will reflect cross-contract analysis

  • You can continue asking follow-up questions within the same conversation

You can adjust the documents at any time by adding or removing files.

Need help? Reach out to [email protected] or use the Live Chat to speak with a Plexus representative.

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