DocTract is a cloud-based policy management software that helps organizations handle their documents, procedures, and standard operating procedures more efficiently. The platform uses AI to automate the document lifecycle, from creation to review, while ensuring compliance and security standards are met.
The software offers AI-powered features like natural language search with contextual understanding, automated clause identification, and compliance risk scoring to identify gaps and regulatory issues. Teams can collaborate in real-time through Microsoft Word and Google Docs integration, with automated workflows handling approval processes and version tracking.
Security includes encrypted storage and detailed audit trails. The platform supports 'Bring Your Own Key' for AI providers like Azure OpenAI or ChatGPT, giving organizations control over their AI integrations. One-click compliance binders help with industry regulation checks for HIPAA, GDPR, and other standards.
Pricing isn't publicly listed. DocTract offers customized quotes based on organization size and needs. The platform is available with a free trial, and the cloud-based approach allows for quick implementation and scalability across organizations of all sizes.
DocTract is best suited for organizations that need to automate their policy management process while maintaining compliance standards. This cloud-based solution delivers time savings and reduces the complexity of document lifecycle management from creation through review and publishing.
DocTract works for organizations of all sizes across healthcare, financial institutions, manufacturing companies, technology firms, and government agencies where policy compliance is critical to operations.
Public reviews and user feedback for DocTract are limited online. Users who have shared experiences praise the platform for being easy to use with an intuitive interface, particularly for HR professionals. The in-built editor and workflow engine get positive mentions, and several users highlight the customer service as responsive and helpful. The search capability and Office integration are noted as strengths, though at least one user mentioned the search could be tightened to make locating specific policies easier.
Not much discussion exists on major review platforms or forums, which is common for specialized B2B policy management tools that serve specific compliance needs rather than mass-market audiences. Organizations shopping for policy management software should request a demo and ask for references from similar-sized companies in their industry.
DocTract stands out with its AI-powered approach to policy management. Unlike tools that just store documents, DocTract uses AI for natural language search that understands context and answers questions without exact keywords, automated compliance risk scoring that identifies gaps and vulnerabilities, and document comparison that finds changes between versions automatically. The platform handles everything from creation to retirement with native Microsoft Word and Google Docs integration. You can bring your own AI key from providers like Azure OpenAI or ChatGPT for custom implementations. The one-click compliance binders for regulations like HIPAA and GDPR save time compared to manual compliance checks.
Do I need special training to use DocTract?Most users find DocTract intuitive and easy to pick up quickly. HR professionals and employees report a small learning curve, with many getting comfortable after a brief orientation. The interface is straightforward enough that your team can start creating and editing policies right away using the in-built editor. DocTract does offer optional training sessions to help you get the most from advanced features like custom AI prompts and workflow automation. The implementation process is reportedly excellent, with support available to help administrators set up workflows and compliance tracking. Customer service is responsive if you run into questions.
Can DocTract handle my existing documents?Yes. DocTract makes importing your current policies simple. You can upload Word, PDF, and other common file formats directly into the system. The AI-powered document comparison feature can analyze your existing policies to identify clauses, find gaps, and compare versions once they're in the system. You can create new documents from scratch using templates or build your own templates that match your organization's branding. The in-built editor supports formatting, images, and hyperlinks. Your old documents will get the same version control, AI analysis, and lifecycle management as anything created within the system.
How does the AI search actually work?DocTract's AI search uses natural language understanding to find what you need without exact keyword matching. You can ask questions in plain English and get direct answers from your policy documents. The system handles spelling corrections automatically and understands context, so searching for concepts works even if the exact words don't appear in the policy. This is different from traditional keyword search that requires you to guess the right terms. The AI can also summarize documents and highlight changes between versions, making it faster to review updates. You control which AI provider powers these features through the 'Bring Your Own Key' option.
What kind of support can I expect after signing up?Support is where DocTract really shines according to user reviews. The customer service team is described as top-notch, responsive, and helpful. When you sign up, you get implementation support to get the system configured for your needs. The support team is available by phone, email, and chat during business hours. Users mention the implementation process is excellent and the platform performs consistently. DocTract also provides regular system updates. Unlike some competitors who charge extra for support, comprehensive support appears included in their standard pricing. The team will help with everything from technical questions to setting up workflows and compliance tracking.



Our newsletter comes with exclusive discounts, trials and practical insights from within the industry