Documentation
Extract institutional knowledge, create living specifications, and modernize legacy systems with confidence
The Journey
Extract → Understand → Evolve
From undocumented legacy systems to a living specification in three steps
Connect & Extract
AI connects to your platforms and surfaces every business rule, process, and dependency automatically
Learn how →Living Specification
Get a complete picture of your software — features, requirements, and business logic — always accurate, never stale
Quick start →Modernize with Confidence
Plan and deliver changes with full context — AI gap-analysis ensures nothing slips through the cracks
See use cases →Browse by Topic
Documentation
Guides, references, and tutorials organized by what you need
Getting Started
Connect your first application and create a living specification in minutes
Welcome to Catalio
AI-powered platform that extracts institutional knowledge and creates living specifications for legacy and enterprise systems
Quick Start Guide
Connect your first application and create a living specification in minutes
Your First Catalio Workflow
Walk through the ideal onboarding flow: from defining your Application to reviewing AI-surfaced Change Proposals
How It Works
Understand Catalio's approach: Extract institutional knowledge, create living specifications, and evolve with confidence
How Catalio Works
Understand the Extract, Understand, and Evolve workflow that turns undocumented systems into living specifications
The Living Specification
How Catalio creates always-current documentation that evolves with your software
Gap Analysis & Risk-Free Modernization
How Catalio identifies gaps between legacy and target systems to enable safe migrations
Platform Catalog
How Catalio organizes your extracted business rules, requirements, and institutional knowledge
Applications
Learn how Catalio models the legacy or target software system you are analyzing, modernizing, or documenting
Features
Group requirements into functional areas within an application to provide hierarchy, scope, and context for legacy modernization
Requirements
Learn how Catalio structures business requirements using user story format with AI-powered features
Personas
Define user roles and stakeholders to create targeted, user-centered requirements
Use Cases
Create testable scenarios using Gherkin format to validate your requirements
Test Cases & Results
Create comprehensive test cases to validate requirements, then record and track execution results to build quality confidence over time
Components
The atomic pieces of an Application — metadata in a business platform or files in a source repository, sometimes both at once
Journeys
Record step-by-step sequences of how users actually interact with your software to identify friction, gaps, and improvement opportunities
Journey Steps
Understand how individual user actions are captured, classified, and analyzed for friction within Catalio journeys
Jobs To Be Done (JTBD)
Capture the deeper motivations behind user behavior to ensure journeys and requirements are grounded in real business goals
Journey Comparisons
Link a legacy journey to a target journey for the same job-to-be-done and quantify the UX improvement step-by-step
Discovery Sessions
Structure and track AI-assisted discovery conversations that systematically extract requirements and friction insights from subject matter experts
Capabilities
Organize requirements and processes around discrete business capabilities that transcend technology changes and org chart reorganizations
Processes
Organize requirements into sequential workflows using templates and deployment tracking
Initiatives
Understand how Initiatives organize all discovery, requirements, and delivery work into a governed, stage-gated modernization engagement
Onboarding Plans
Let Catalio's AI generate a prioritized checklist of documents to collect for your Initiative so discovery starts with the right inputs
Initiative Tasks
Create and manage operational work items within an Initiative to drive stage completion and coordinate team delivery
Initiative Risks
Identify, assess, and track risks that could threaten Initiative delivery before they become problems
Metrics
Define quantified success criteria with baseline, target, and actual values to make Initiative outcomes measurable and communicable
AI Chat
Have natural-language conversations with an AI assistant that can read, create, and update your requirements catalog — right inside Catalio
Dependencies
Track cross-initiative and external dependencies that an Initiative depends on, with status and blocking flags to govern stage advancement
Document Extraction
Upload documents and meeting transcripts and let Catalio's AI extract structured requirements, capabilities, and processes automatically
Initiative Questions
Capture open questions, blockers, and decisions that surface during an Initiative and track them through resolution so nothing falls through the cracks
Capability Assessments
Score each Capability within an Initiative on a 1–5 scale to produce a Red/Yellow/Green heatmap of transformation readiness and drive gap analysis
Change Proposals
Review, accept, and apply AI-discovered requirement changes from document extraction, journey analysis, and stakeholder discovery
AI Grader
Understand how Catalio grades requirements across Clarity, Completeness, Feasibility, and Quality — and how to act on low scores
Narrative Blocks
Add free-form Markdown sections to an Initiative PRD for design principles, architecture notes, glossaries, and other unstructured context that structured fields can't capture
AI Classifier
After capturing a journey, Catalio's AI classifies it against existing JTBDs and personas, identifies friction points, and surfaces structured improvement suggestions
AI Skills
AI Skills give the Catalio assistant different areas of expertise — from requirements writing to security analysis — and are selected automatically based on what you ask
Organizations
Understand how Catalio isolates data and manages access across enterprise boundaries
Teams
Group users by function or domain to manage requirement implementation and accountability
Users
Control access and permissions through user roles and authentication providers
Policies
Learn how organizational policies constrain requirements, enforce compliance, manage risk, and ensure standards across your SDLC workflow
Sources
Link Slack channels, GitHub repositories, MS Teams channels, and other data feeds to automatically surface requirements from real-world conversations and code
Artifacts
Upload PDFs, Word documents, and other materials to let Catalio extract requirements, capabilities, and context through AI analysis
Versioning
Understand the versioning patterns Catalio uses — explicit Application Versions, paper-trail change tracking, and the superseding pattern for Requirements
Issue Links
Connect Catalio Requirements and Applications to GitHub Issues, Linear, Jira, and Azure DevOps work items to close the loop between specifications and delivery
Repositories
Connect source code repositories to Catalio to automatically surface Components from your codebase and map them to Applications for code-level traceability
Use Cases
Real-world scenarios: legacy modernization, regulated industries, enterprise transformations
Enterprise Software Development
How enterprise software teams use Catalio to manage complex requirements across distributed teams, integrate with development tools, and maintain traceability throughout the SDLC.
Regulated Industries: Healthcare, Finance & Pharma
How organizations in regulated industries use Catalio to maintain compliance, manage validation documentation, and ensure traceability for FDA, HIPAA, SOX, and other regulatory requirements.
Product Management & Roadmap Planning
How product managers use Catalio to capture customer needs, prioritize features, plan roadmaps, and communicate with stakeholders while maintaining alignment between vision and execution.
Consulting & Systems Integration Projects
How consulting firms and systems integrators use Catalio to manage client requirements, coordinate implementation projects, and deliver successful enterprise software deployments.
SaaS Platform Configuration Management
How business teams manage SaaS platform configurations, maintain traceability across Salesforce, HubSpot, and NetSuite customizations, and ensure business process integrity through comprehensive configuration documentation.
Integrations
Connect Catalio with your legacy systems, enterprise platforms, and modern development tools
ServiceNow Integration
Integrate Catalio with ServiceNow to connect requirements management with IT service management, change requests, and incident tracking.
Jira Integration
Connect Catalio requirements to Jira epics, user stories, and tasks for seamless agile development workflow and bi-directional synchronization.
Slack Integration Administration
Administrator guide for installing, configuring, and managing the Catalio Slack integration.
GitHub Integration
Connect Catalio to GitHub to link requirements with issues, pull requests, and commits for complete development traceability.
Slack Agent Usage Guide
Learn how to interact with the Catalio Slack Agent to manage requirements, personas, and use cases through natural conversation.
Microsoft Teams Integration Administration
Administrator guide for installing, configuring, and managing the Catalio Microsoft Teams bot integration.
Building Custom Integrations
Learn how to build custom integrations with Catalio using REST API, webhooks, and OAuth for connecting proprietary systems and unique business workflows.
Microsoft Teams Agent Usage Guide
Learn how to interact with the Catalio Microsoft Teams bot to manage requirements, personas, and use cases through natural conversation.
Supported AI Providers
Complete reference of all AI/LLM providers supported by Catalio, including capabilities, model availability, and configuration requirements.
Bring Your Own LLM (BYOLLM)
Configure your organization's own AI provider in Catalio. Learn how to set up API keys, select models, and manage provider configurations securely.
AI Features and Data Privacy
How Catalio protects your data when using AI features. Learn about encryption, data handling, contextual learning, and compliance considerations.
Collaboration
Share living specifications, manage access, and collaborate across teams
Understanding Sharing and Access Control
Learn how Catalio's sharing system helps you collaborate securely on requirements
Managing Access to Your Resources
Step-by-step guide to sharing resources and controlling who can access your work
Permission Levels Reference
Complete reference for understanding viewer, editor, admin, and owner permissions
Sharing and Collaboration Best Practices
Security guidelines and patterns for effective team collaboration
API Guides
Integrate Catalio's API into your migration and documentation workflows
See it in action
See Catalio in Action
Explore how Catalio extracts institutional knowledge from legacy systems and creates a living specification your entire team can use