# 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) | --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://support.vlex.com/vincent-by-vlex/vincent/core-workflows/explore-sec-corporate-filings-with-vincent.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.