> For the complete documentation index, see [llms.txt](https://support.vlex.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.vlex.com/vincent-by-vlex/vincent/core-workflows/explore-sec-corporate-filings-with-vincent.md). # Explore SEC Corporate Filings with Vincent ### Summary Use Vincent's agentic SEC Corporate Filings workflow to search EDGAR, analyse 10-Ks and 8-Ks, and draft legal documents from US public company filings. {% hint style="info" %} **Regional availability, US only**. At launch, the Explore SEC Corporate Filings workflow is available only to customers in the United States. Users outside the US will not see this workflow in their Vincent environment. {% endhint %} ### Why This is Important Researching SEC filings through the public EDGAR database can be time-consuming, especially when you need to compare disclosures across companies, surface precedent language from exhibits, or synthesise information for due diligence. The **Explore SEC Corporate Filings** workflow removes that friction. Instead of manually locating documents, reading long returns, and copying language into a draft, you describe the outcome you want in natural language and Vincent plans and executes the research for you. That matters whether you are an M\&A attorney preparing a target-company profile, in-house counsel benchmarking risk factors, or a smaller practice looking for drafting precedents, all from within your existing Vincent environment. ### What is EDGAR? EDGAR (Electronic Data Gathering, Analysis, and Retrieval) is the SEC's electronic database of filings from US public companies. At launch, the Vincent workflow gives you access to: * **Annual returns (Form 10-K):** comprehensive yearly financial and operational reports. * **Current reports (Form 8-K):** unscheduled reports disclosing material events. * **Exhibits:** supporting documents filed alongside returns, including agreements, letters, and financial instruments. ### How to Use the Workflow 1. Navigate to **Vincent** and open the workflow selector. 2. Select **Explore SEC Corporate Filings** from the list of available workflows.

Select Explore SEC Corporate Filings from the list of available workflows.

3. Enter a natural-language prompt describing the outcome you want. For example, you can ask Vincent to: * **Locate a specific filing:** *"Can you locate American International Group's annual return from 2022?"* * **Extract specific information:** *"What acquisitions has The Walt Disney Company made recently?"* * **Create a summary:** *"Create a one-page summary of The Walt Disney Company's business based on the last four years' SEC filings, including recent material transactions, top risks, and key executives."* * **Draft a legal document:** *"Draft a regulatory warranty using examples from recent technology company filings."*

Mastering SEC filings, simplified. Check out these 4 essential prompts to locate, extract, summarize, and draft, all in one place.

4. Review Vincent's **thinking trace** in real time. Expand the **Show process** panel to see which skills were activated, which searches were run, and how Vincent is reasoning through the task. 5. Ask **follow-up questions** to refine the output. Context is retained across turns, so you can iterate on the same result without starting over. 6. When the task produces a draft or note, Vincent automatically opens it in **Legal Pad**, where you can edit the content directly and download it. {% hint style="info" %} If you do not see **Explore SEC Corporate Filings** listed in your workflows, please contact your administrator or account manager. {% endhint %} ### Understanding the Agentic Workflow Unlike a traditional search tool, this workflow is fully agentic, Vincent breaks down your request and completes the intermediate steps autonomously. For example, if you ask Vincent to draft a regulatory warranty for a technology company, it will: 1. Search relevant technology-company SEC filings. 2. Identify and extract examples of regulatory drafting from those companies' exhibits. 3. Prepare a draft warranty reflecting common industry terms and issues. 4. Return a single, cohesive output ready for your review. Key capabilities include outcome-driven prompting, multi-step execution within a single prompt, a unified result (rather than fragmented responses), iterative conversation with context retention, and Legal Pad integration for any note or draft Vincent produces. {% hint style="info" %} The workflow currently covers Form 10-K annual returns, Form 8-K current reports, and a broad set of exhibits. {% endhint %} ### Best Practices & Pro Tips * **Describe the outcome, not the steps.** Vincent performs best when you tell it what you want at the end, for example, *"Produce a two-page summary of DuPont's business, including risks, recent material events, and key people"* rather than instructing it to run individual searches. The agentic workflow will plan and execute the steps on its own. * **Anchor the prompt with concrete parameters.** Name the company, specify the date range, and identify the filing type (10-K, 8-K, or exhibit) where possible. A tighter prompt produces a more usable, targeted output, and helps avoid the workflow scanning more filings than necessary. ### Related Articles * [Profiling a Lawyer](/vincent-by-vlex/vincent/core-workflows/profile-a-lawyer.md) * [Asking a Research Question](/vincent-by-vlex/vincent/core-workflows/ask-a-research-question.md) **What's Your Next Step?** | **New to Vincent?** | **Already a Vincent Customer?** | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------- | | [See how Vincent can transform your practice. **Request a personalized demo**.](https://vlex.com/book-a-demo?utm_source=website\&utm_medium=organic\&utm_campaign=web_trial_homepage\&campaign_id=4270741) | [If you still have questions or need help with a specific feature, our team is here to assist. **Contact our Support team**.](https://vlex.com/contact-us) |