ORCA Sonar FAQ

Entity management has traditionally required manually extracting information from legal documents and organizing the data into a structured format. This process is time-consuming, error-prone, and repetitive. ORCA Sonar is our answer to this challenge.

ORCA Sonar is an AI-powered tool that automatically extracts data from legal documents and ownership charts, so you don’t have to. Upload your documents into ORCA, and Sonar will create and update Entity data, build your ownership structure, and file your documents. It transforms you from a "doer" to a "checker," saving you time and ensuring data accuracy.

Sonar is enabled in Account Settings → AI features. Once turned on, it works across all your Vaults.

Note: Sonar is currently in beta. See the Beta Program section for access information.

Sonar currently supports the following document types, and we’re continuously expanding this list with the goal of covering the most common legal documents:

Sonar requires Chrome or Edge.

PDFs and images (e.g., JPEG and PNG). If your document is in another format, you can still upload it by either exporting it to PDF or taking a screenshot of the content and uploading that. All other file types can also be uploaded using our standard upload process.

You can upload documents in any language. Sonar is optimized for English, so accuracy may vary for other languages.

Yes, 10 MB per file, due to OpenAI’s processing constraints. For larger files, consider splitting them and uploading each file separately.

Up to 10 at a time. You can repeat the upload process as many times as needed.

Processing takes about 1 minute per file, but it varies depending on the file size, how clear the scan is, and the current system load. You’ll see a “processing” indicator while Sonar works. When your files are ready for review, a small notification bubble will appear on the button “ORCA Sonar - Files Upload”, showing the number of processed documents waiting for you.

Yes. Keep your browser window open while processing happens; closing the tab or losing your internet connection will stop the process. You can, however, keep working elsewhere in ORCA while Sonar runs in the background.

Any Sonar results that haven’t been reviewed will be discarded, but the file itself will remain in your Vault. Sonar requires you to confirm results before saving them. Your file will stay in the “Misc” folder in your Vault, and you can manually link it to events or entities later.

Files are visible to all users in your Vault as soon as they’re uploaded. The AI results (extracted events and entities) are visible only to you until you review and save them. Once saved, they become visible to all users.

Sonar is powered by OpenAI Enterprise, under a zero data retention agreement. This means OpenAI doesn’t store your data or use it for training, and all processing occurs within the EU. Sonar currently uses the GPT-5 mini model for analysis. See our Terms & Conditions for more details.

When you upload a file, its content is temporarily accessed by ORCA and OpenAI servers so that the model can analyze it. This access is secure, and once processing is complete, the file and its data are deleted and no longer visible to the model or ORCA.

No. Neither ORCA nor OpenAI trains on your documents.

No; in order to protect your privacy, we don't train the model on your inputs. However, any feedback you share with our team helps us identify improve Sonar over time. You’ll also automatically benefit from improvements to Sonar and OpenAI’s base models.

OCRs convert images to text. Sonar goes deeper: it understands what the document is about and extracts structured information like events and entities.

Yes. ORCA’s Data Processing Agreement is available here.

No. There are no upload or token limits at the moment. However, each upload batch is limited to 10 files at a time. This is done to ensure you can review the files while in session.

Possible reasons include:

Try uploading a clearer version of the document, or upload it again as the AI may produce different results on a second attempt. If the issue persists, contact support.

Possible reasons include:

Try uploading a clearer version of the file, or break large charts into smaller sections and upload again, as results may differ on a second attempt. If the issue persists, contact support.

Email us at product@withorca.com to request access.

Sonar is free while in beta. Additional charges will apply afterward.

Sonar will roll out to all users in early 2026.

Upcoming capabilities include:

We'd love to hear from you! Reach us at product@withorca.com.