Sabrina Dorman

Ontra’s Insight Unified permissions model gives Insight administrators the ability to apply fund-level access controls, group-based management, and built-in user audit reporting. Continue reading t...

With Ontra’s Box integration, you can import a file from Box to Ontra’s Document Repository (available for all products) without leaving the app, centralizing the files you care most about.  Before...

With Ontra’s SharePoint integration, you can import a file from SharePoint to Ontra’s Document Repository (available for all products) without leaving the app, centralizing the files you care most ...

With Insight for Credit, you can leverage AI to easily understand and compare your credit agreements, track upcoming deliverables, and proactively deliver on commitments to lenders all in one place...

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...