Sabrina Dorman

As of April 2026, user permissions in Insight have been updated to the Unified Permissions model for the vast majority of customers. Learn more about Unified permissions in Insight.To review detail...

Transform precedent material into a digitized answer bank that serves as a single source of truth for investor diligence. Your Precedent Library begins being built out during your initial implement...

To get started using Ontra’s Contract Automation, we highly recommend scheduling a demo of the app.  ℹ️ To schedule a demo, reach out to your Customer Success Manager or Customer Care at customer...

With the power of Ontra, you can transform inbound DDQ requests into a digitized list of questions for your team to address and let AI take the first pass on responses for your team to review and a...

You can configure Insight to automatically send emails to ensure you and your team members are notified when tasks are assigned and coming due.Types of email notifications TypeDetailsTask Assignmen...

Connect Atlas entity data to your preferred AI tool — Claude or ChatGPT — using the Atlas Model Context Protocol (MCP). Once configured, you can query Atlas entity data directly within your AI conv...

Manage every investor request from first ask to final submission using a single coordinated workflow. Assign OwnersFor questions that require a subject matter expert to weigh in: On the suggested r...

Ontra's MCP can be setup in your preferred AI tool — Claude or ChatGPT - to allow you to query Atlas entity data directly within your AI conversations without switching between tools.  Ask question...

Get set up and logged in to start seeing the benefits Ontra will provide to your workflows. Set up your account Navigate to the “Welcome to Ontra” email inviting you to the web app Click Set Up Acc...

Follow the steps below to reset your Ontra password and regain access to your account.Navigate to your bookmarked Ontra login pageEnter your email address, then click ContinueClick Reset passwordEn...