ProductsSEC Exhibit Index
Specialist Tool
SEC Exhibit Index
Auto-classify documents against Item 601
Auto-classify documents against the Item 601 SEC exhibit taxonomy for registration statements and periodic reports.
Capabilities
Item 601 taxonomy classification
Batch document processing
Exhibit numbering suggestions
How it works
01
Upload documents in bulk — the AI classifies each against the Item 601 exhibit taxonomy.
02
Review suggested classifications and exhibit numbers, adjusting where needed.
03
Export the final exhibit index ready for filing.
Why it matters
Accurate exhibit indexing prevents SEC comments on form issues, keeping the review cycle short and the client's filing timeline on track.
Ready to see SEC Exhibit Index in action?
We'll walk you through the platform with your own documents.