Socrates Product Information

Socrates - Deep Dive into any Doc is a comprehensive AI-powered document analysis tool that provides deep, accurate answers from PDFs, DOCXs, EPUBs, and more. It emphasizes thorough extraction, multi-pass reasoning, and privacy, with local or cloud options and a range of specialized features to streamline research and information retrieval. Users praise its depth of insight, fast results, and engaging UX, making it suitable for in-depth reading, knowledge base creation, and complex document workflows.


How Socrates Works

  • Upload your document in PDF, DOCX, EPUB, text, or other supported formats. Supported files are analyzed using multiple passes to extract and organize information.
  • Ask questions and receive complete answers that include citations from the source documents.
  • Use multiple AI workflows to tailor extraction, comparison, and summarization to your needs, including table-based comparisons and focused page search.
  • Run analyses locally with LLMs like Llama 3 for privacy, or enable cloud-based processing with Azure OpenAI—data privacy policies ensure user control over data usages.

Core Features

  • Deep Dive: multi-pass document analysis that breaks down long documents into actionable insights
  • Flow AI: build custom AI workflows to extract exactly what you need from multiple sources
  • Table AI: generate structured tables to compare and contrast content across documents
  • Local LLM Support: perform analysis locally without sending data to the cloud
  • Multi-Document Q&A: ask questions across a selected set of documents
  • Page-Scoped Search: focus searches on specific pages or sections for precise results
  • Save & Reuse Prompts: store frequently used prompts for quick reuse
  • OCR Options: optional OCR for image-based documents (availability varies by plan)
  • Unlimited Cloud Files per Chat: manage large projects with multiple files
  • Flexible Pricing Tiers: Free plan plus paid tiers with increasing capabilities
  • Privacy & Security: data stays on your device or is protected by enterprise-grade cloud options, with clear data handling policies

How to Use Socrates

  1. Get Started Quickly — use the web version or download the Windows app to begin.
  2. Upload Documents — add PDFs, DOCXs, EPUBs, text files, and more.
  3. Ask Questions — query the content and get complete, source-cited answers.
  4. Leverage Advanced Features — use Deep Dive, Table AI, and Flow AI to build tailored analyses.

Pricing Overview

  • Free plan available with essential features and local processing options.
  • Basic, Premium, and Professional tiers add increased page limits, more prompts, longer chats, and higher processing capabilities.
  • Deep Dive pages and cloud file limits grow with plan level; data privacy and local/offline options vary by tier.

Safety and Privacy Considerations

  • Documents can be analyzed locally or securely in the cloud depending on plan configuration.
  • Citations are included with each answer to maintain traceability to the source material.
  • Users should review data handling policies for compliance with their organizational requirements.

Getting Started

  • Web Version
  • Download for Windows
  • Explore the tutorial and interactive demo to learn how Socrates can accelerate document-driven research.

Why Use Socrates?

  • Deep, accurate insights from long and complex documents
  • Flexible workflows for knowledge extraction, comparison, and summarization
  • Strong emphasis on privacy and security with local processing options
  • Positive user feedback highlighting speed, accuracy, and usefulness for research and learning