ContextBoard
Enterprise document intelligence

Transform information into intelligence.

ContextBoard transforms enterprise documents into trusted, structured context for AI agents, RAG systems, and intelligent workflows.

  1. Documents
  2. Parsing
  3. Normalized model
  4. Extraction & validation
  5. Context optimization
  6. RAG / LLM / Agent delivery

Upload to context, end to end

Drop in a folder of contracts, reports, or forms. ContextBoard parses every file into a shared block model, extracts the fields your workflow needs with cited evidence, and assembles the result into a context pack ready for your agent -- no manual copy-paste, no unverified LLM guesses.

One parser, six formats

PDF
DOCX
PPTX
XLSX
CSV
TXT

A context pack, assembled

Select documents and sections, set a token budget, and export in the format your pipeline already expects -- Markdown, JSON, OpenAI messages, or RAG chunks.

# Task
Summarize the key terms across these vendor contracts.

## Source: Acme Supply Agreement.pdf
This agreement renews automatically unless either party provides 60 days'
written notice before the current term ends...

## Source: Acme Amendment 2026.docx
Pricing under Section 4 is amended to $12.50 per unit, effective March 1...

Extraction schemas that cite their sources

Define exactly what to extract -- required fields, confidence thresholds, PII classification -- and every value comes back with the exact source text it was drawn from, ready for human review.

{
  "effective_date": { "type": "date", "requiresCitation": true },
  "renewal_notice_days": { "type": "number", "requiresCitation": true },
  "contract_value": { "type": "currency" }
}

Built for agents and APIs

A REST API and an MCP server expose the same documents, extraction, search, and context packs your team uses in the app -- scoped API keys, per-key rate limits, and webhooks for every long-running job.

POST /v1/documents/{id}/extract
Authorization: Bearer cb_live_...

{ "schemaId": "vendor-contract-terms" }

# Same operation, exposed as an MCP tool:
extract_document({ documentId, schemaId })

Security and governance by default

Every document, extraction, and context pack is scoped to a workspace with row-level tenant isolation enforced at the database layer -- not just in application code. Role-based access, audit logs, and a documented security posture come standard.

  • Row-level tenant isolation on every table
  • Role-based access at the workspace level
  • Full audit log on every write
  • Per-field PII / PHI classification

Group documents into collections

Bundle a project's, a matter's, or a case's related documents together, then generate a context pack from the whole group in one step -- instead of hand-picking every document each time you need one.

Collection: Q1 vendor contracts

  • Vendor Agreement 2024.pdf
  • Amendment - March 2026.docx
  • Renewal Notice.pdf

Ready to see your documents differently?