Lumipact User Manual
Everything you need to get the most out of Lumipact — from setting up your workspace to querying contracts with AI. Guides marked Admin require an Owner or Admin role.
What's new
AI contract intake — Upload & Extract
Upload a PDF and get an instant plain-English summary: who it's with, what you owe, when it renews, when you must cancel, and what looks risky.
Risk flags
After extraction, Lumipact automatically flags auto-renewals, approaching cancellation deadlines, personal guarantees, missing payment terms, and more.
Slack integration
Send renewal reminders and action deadline alerts to a Slack channel. Set up in Settings → Slack.
BYO Model — connect your own AI key
Use your own Anthropic API key for all AI processing. Your contract data stays under your Anthropic account.
MCP Server for Claude & Cursor
Query your contracts directly from Claude Desktop or any MCP-compatible AI client via OAuth.
Two-factor authentication
Secure your account with a TOTP authenticator app. Required for sensitive audit access.
Getting started
Workspace setup
Create your workspace, add your first contract, and invite your team. Start here if you're new.
Entities
Organise contracts by legal entity or business unit. Control which team members see which contracts.
Team & roles
Invite members, assign roles (Owner → Viewer), and manage department access.
Features
Contracts
Add contracts manually, upload PDFs for AI extraction, or bulk-import from CSV. Understand every field.
Renewals & alerts
How renewal tracking works, what notice periods mean, and how to customise your alert schedule.
Ask AI
Ask questions across your entire contract portfolio or chat with a single contract document.
Email ingest
Forward signed contracts to your Lumipact inbox and let the AI extract and file them automatically.
Reference
Roles & permissions
Full permission matrix — what each role can read, create, edit, and delete across every feature.
Settings
Profile, workspace, notifications, security, 2FA, AI Model (BYO key), and Developer settings.
Integrations
Connect Slack, Claude Desktop, Cursor, and calendar apps. MCP server with OAuth 2.1.