The Plomo dashboard is where your deal team runs the full due diligence workflow — creating deals, reviewing classified documents, tracking information request coverage, asking the Copilot questions, and drafting the CIM. Each deal is a self-contained workspace with its own taxonomy and document set.
Setting Up a Deal
Start a new deal from the Setup page:
- Upload your information request — The document that defines what you need to collect
- Review the taxonomy — Plomo extracts categories, subcategories, and request items; adjust as needed
- Create the deal — Confirm and you’re ready to start collecting documents
Documents
The documents view is your main review workspace inside a deal:
- Grouped table — Documents grouped by category with confidence indicators
- Detail panel — Click any document to see its classification, evidence, and quick actions
- Filter by category, review status, or confidence level
- Bulk actions — Accept, reject, or reclassify multiple documents at once
Review Status Indicators
| Status | Meaning |
|---|
| Accepted | High confidence (85%+) — auto-accepted |
| Needs Review | Moderate confidence (60–84%) — check the classification |
| Uncategorized | Low confidence — assign a category manually |
Coverage
The Coverage tab shows how complete your collection is against the information request. Every request item is listed with its status — received, pending, or not yet provided — so you can see at a glance what’s still outstanding and add notes against any item as you work.
Copilot
Copilot is a deal-scoped AI assistant. Ask questions in natural language and it searches across the deal’s classified documents, returning grounded answers with direct citations back to the source pages.
Typical uses:
- “Summarize the key findings across all financial documents”
- “Find any change of control or assignment clauses”
- “Which documents have low classification confidence?”
- “What are the main risks identified so far?”
Every claim the Copilot makes is linked to the source document — click a citation to open the PDF inline at the cited page. Copilot only sees documents inside the current deal; it never mixes context across deals.
CIM Drafting
The CIM tab drafts a Confidential Information Memorandum for the deal. Describe the sections you want (or ask for the full deck) and Plomo generates slide-by-slide content grounded in the deal’s documents — executive summary, company overview, financial highlights, and so on.
Example prompts:
- “Generate the full CIM deck”
- “Draft the executive summary”
- “What slides should we include?”
- “Review the current draft for gaps”
Draft slides appear on a side-by-side canvas so you can iterate slide-by-slide, regenerate sections, or edit content before exporting.
Client Portal
The Client Portal is a separate surface for the target company (your client) to submit documents against the information request. Deal team members don’t usually work here — you’ll spend your time in the main dashboard reviewing what lands. See the Client Portal guide for details on how clients use it.
Pages Overview
| Page | Purpose |
|---|
| Deals | List of all active deals and their progress |
| Setup | Create a new deal from an information request |
| Documents (in deal) | Review and manage classified documents |
| Coverage (in deal) | Track information-request completeness |
| Copilot (in deal) | Ask grounded questions across the deal |
| CIM (in deal) | Draft the Confidential Information Memorandum |
| Agents | Configure AI classification settings |
Known Limitations
Plomo is currently in beta. Some features are incomplete or behave differently across platforms.
Document Preview
Plomo can preview PDFs directly in the browser. However, Microsoft Office files (Word, Excel, PowerPoint) cannot be previewed within the app. This is a deliberate choice — rendering Office files would require sending them to Microsoft’s cloud infrastructure, which conflicts with our data privacy commitment. For now, download these files to view them locally.
Mobile Experience
The dashboard is optimized for desktop. On mobile devices:
- Navigation and document lists work normally
- Document detail panel is not available — you cannot open a document’s full classification, evidence, or summary on mobile
- Some layout elements are simplified for smaller screens
For the full experience, use a desktop browser.
Large Batch Processing
Processing large document batches (100+ files) can be unstable in the current version. We’re working on a job-based architecture where uploads will be processed in the background — so you’ll be able to close the browser and come back to completed results instead of waiting for the stream to finish.
Incomplete Features
Some UI elements are visible but not yet functional. Hovering over these will show a “Not implemented” tooltip. These are planned features that will be enabled in future releases. 
