Built for law firms, in-house legal teams, paralegals, and litigation support. Convert discovery production PDFs, contract abstracts, court records, expert witness reports, and matter-billing statements into clean Excel for case management, due-diligence summaries, and exhibit preparation.
Try it on a discovery batch — free
Litigation discovery production routinely runs 10,000-100,000 pages per matter. Bank statements, invoices, contracts, emails (printed to PDF), text-message exports, financial records, payroll data — all delivered as bates-numbered PDFs. Paralegals reviewing for relevance, building exhibit lists, and constructing chronologies face the same data-entry wall every accountant does, just at 100× volume.
M&A diligence stacks contracts (vendor agreements, customer agreements, leases, employment agreements, NDAs) into a virtual data room. Building the contract-summary spreadsheet (parties / term / rent / change-of-control provisions / assignability) is a junior associate's first month. In-house legal departments tracking contract obligations across 500+ active agreements have the same problem ongoing.
PDFExcel reads legal-context documents. Contracts extract with parties, effective date, term, key dates, payment terms, change-of-control / assignment provisions, and termination triggers. Bank statements and other financial discovery extract for chronology + transaction-level exhibit prep. Court records (judgments, orders, filings) extract case caption, parties, dates, and dispositive orders.
Bates-numbered PDFs preserve their bates range as audit-trail metadata in the export. Built-in OCR handles the scanned/paper documents that still arrive in older-matter discovery production. For contract-portfolio management, batch upload a virtual-data-room ZIP — get back a contract abstract spreadsheet in hours instead of weeks of associate time.
The model knows that a bates-stamped page is a discovery-context document and that 'change of control' provisions need attention in M&A diligence. Trained on real legal documents — discovery batches, contract abstracts, court records, expert reports.
Most legal-tech tools focus on e-discovery review (Relativity, DISCO, Everlaw) and contract-lifecycle management (Ironclad, ContractPodAi). PDFExcel handles the document-to-structured-data layer that those tools assume happens elsewhere — the actual extraction work paralegals and junior associates do.
One row per contract with parties, term, value, and key provisions. Drop into the M&A diligence model or in-house contract repository.
| # | Doc | Type | Parties | Effective | Expiry | Annual Value | CoC Clause |
|---|---|---|---|---|---|---|---|
| 1 | VDR-001 | Vendor Agreement | Acme Inc / Northbridge LLC | 06/01/2022 | 05/31/2027 | $284,000 | Yes — consent required |
| 2 | VDR-002 | Customer Master | Acme Inc / TechWave Corp | 01/15/2023 | 01/14/2028 | $1,840,000 | No |
| 3 | VDR-003 | Lease | Acme Inc / 100 Broad LLC | 09/01/2021 | 08/31/2031 | $648,000 | Yes — silent (no notice) |
| 4 | VDR-004 | NDA | Acme Inc / Helix Software | 03/12/2024 | 03/12/2026 | — | — |
| 5 | VDR-005 | Employment | Acme Inc / J. Patel (CEO) | 07/01/2020 | — | Salary + equity | Yes — golden parachute |
Big-Law associates building diligence binders, mid-size firm partners managing matter portfolios, in-house legal counsel tracking contract obligations, paralegals handling discovery review and exhibit prep.
Target's data room has 200 contracts. Convert via batch upload, get back a 200-row contract-abstract spreadsheet in 30 minutes vs 2 weeks of typing. Diligence summary memo writes itself.
Discovery production includes 12 months of bates-numbered bank records. Convert to Excel, build a chronology of suspicious transactions for the deposition exhibit. Bates ranges preserved as audit trail.
Manages 500+ active vendor agreements at a mid-market company. Annual portfolio review converts all contracts to abstract Excel — flag upcoming expirations and change-of-control concerns in 2 days vs 2 months of manual review.
Yes. Bates ranges are preserved as audit-trail metadata in the export. Useful for traceability when an exhibit row needs to reference the original bates-stamped page.
Yes. We export CSVs that drop into e-discovery review tools' import paths. PDFExcel handles the structured-data extraction layer; the e-discovery tool handles the privilege/relevance review and production workflow.
Yes. Drop a virtual-data-room ZIP of 100-500 contracts, get back a single Excel with one row per contract — parties, term, value, key provisions. Useful for M&A diligence and in-house contract-portfolio reviews.
Files are processed in memory and deleted immediately after extraction. Privileged-document handling for production workflows happens in your e-discovery tool (privilege log, redaction, etc.). For Enterprise-tier security workflows (firm-wide deployment), contact us about additional controls.
10 documents per month, free, forever. Plans from $69/month for 50 docs. Most small firms fit Starter for routine work, Pro at $199/month or Business at $699/month for active-matter document load.