Enterprise
Enterprise Complete is for any organization that runs on its own documents, from law firms and accountants to insurers, builders and IT providers. Your people get answers in seconds instead of searching, law firms get first drafts from their own best work, and we run the rollout with you and stay after go-live.
How each industry puts it to work
The same three gains everywhere: people get answers in seconds instead of searching, first drafts start from your own best work, and confidential files stay with the people who should see them.
Law firms
Attorneys get the answer from the case file in Copilot or Teams, cited to the page, instead of asking a paralegal to dig through the folder.
Faster answers
“How did the court rule on the motion to dismiss in Smith v. Jones, and when?”
Asked in Copilot, Teams or ChatGPT; answered from your own files, with the source named.
Paralegal drafting
- Pleadings and motions
- Briefs and memoranda
- Contracts, wills and letters
Who sees what
Ethical walls by Microsoft 365 group: people outside a matter never see it, in any app.
Reads from
Clio, ProLaw on your own servers, Windows file servers, OneDrive, SharePoint, Google Drive, Dropbox
Accounting and tax
Staff answer a client's question during the call, from prior-year files and memos, instead of searching shared drives and calling back.
Faster answers
“What did we tell Harmon Supply about the R&D credit last year, and why?”
Asked in Copilot, Teams or ChatGPT; answered from your own files, with the source named.
Compare clients
Ask one question of several clients at once, such as how each S corporation handled reasonable compensation, and get each client's answer from its own files.
Who sees what
Decide who may see each client by Microsoft 365 group or by person, so a client's files stay with the team that serves it.
Reads from
OneDrive, SharePoint, Google Drive, Dropbox, Windows file servers
Insurance and claims
Adjusters get the policy wording and how similar claims were decided in seconds, instead of reading the form and pulling old files.
Faster answers
“Does the 2024 homeowners form exclude water backup, and where?”
Asked in Copilot, Teams or ChatGPT; answered from your own files, with the source named.
Compare claims
Ask one question of several claims at once, such as how each water-damage claim was decided, and get each claim's answer from its own file.
Who sees what
Keep sensitive claims, such as litigated or special-investigation files, to the people working them, by Microsoft 365 group or by person.
Reads from
OneDrive, SharePoint, Google Drive, Dropbox, Windows file servers
Construction and engineering
Project managers answer the field from the spec, RFIs and change orders while they're on the phone, instead of opening every binder.
Faster answers
“What does the spec for the Elm Street school require for roof insulation?”
Asked in Copilot, Teams or ChatGPT; answered from your own files, with the source named.
Compare projects
Ask one question of several projects at once, such as how each job handled a schedule delay, and get each project's answer from its own files.
Who sees what
Limit bids, pricing and sensitive projects to the right people, by Microsoft 365 group or by person.
Reads from
OneDrive, SharePoint, Google Drive, Dropbox, Windows file servers
IT and managed services
Technicians find how a client is set up, and how the same problem was fixed last time, in Teams, instead of searching documentation and old tickets.
Faster answers
“How is the VPN set up at Lakeside Dental, and who is the contact?”
Asked in Copilot, Teams or ChatGPT; answered from your own files, with the source named.
Compare clients
Ask one question of several clients at once, such as how each one backs up its servers, and get each client's answer from its own documentation.
Who sees what
Keep each client's documentation, and anything sensitive in it, to the team that supports that client.
Reads from
IT Glue, ConnectWise PSA, OneDrive, SharePoint
Real estate and property
Agents and property managers answer tenants and owners from the lease and property file right away, instead of hunting for the right version.
Faster answers
“When does the anchor tenant's lease at Oak Plaza renew, and on what terms?”
Asked in Copilot, Teams or ChatGPT; answered from your own files, with the source named.
Compare properties
Ask one question of several properties at once, such as how each lease handles common-area charges, and get each property's answer from its own documents.
Who sees what
Keep each owner's or client's files to the people who work on them, by Microsoft 365 group or by person.
Reads from
OneDrive, SharePoint, Google Drive, Dropbox, Windows file servers
Healthcare practices
Front-office and billing staff find the procedure or the payer rule while the patient is at the desk, instead of searching manuals.
Faster answers
“What is our procedure when a patient arrives without a referral?”
Asked in Copilot, Teams or ChatGPT; answered from your own files, with the source named.
Compare payers or departments
Ask one question of several payers at once, such as how each handles timely filing, and get each one's answer from its own documents.
Who sees what
Keep management and HR documents to the people who need them, by Microsoft 365 group or by person.
Reads from
OneDrive, SharePoint, Google Drive, Dropbox, Windows file servers
Paralegal drafting, for law firms
On the Law Firm plan. Find how the firm handled something similar before, then get a first draft modelled on the documents it has already filed and signed.
Find and compare similar matters on the issue.
Say what to draft, give the facts, and name the past work to follow.
Get a complete first draft in your own format and wording, in Copilot, ChatGPT or Claude, or as a Word file.
Someone reviews and finishes it: missing facts are [placeholders], and notes list what was followed and what to check.
Pleadings and motions
Complaints, answers, motions and responses, from the firm's own filings in similar matters.
Briefs and memos
Starting from the arguments and authorities the firm has already used.
Contracts, wills and letters
Agreements, estate documents and client correspondence in the firm's own wording.
Priced per license
Drafts use only documents the person asking may see, and never invent facts, citations or figures. Every draft is a starting point for a professional to review, not a finished document.
What it's worth
What published research reports about time lost looking for information and time saved with AI, and a calculator to work out your own organization's numbers.
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Nearly 20%
of the workweek goes to looking for internal information or tracking down colleagues who can help, across industries.
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4 hours
a week that AI could free up for each legal professional within a year, the most document-heavy work surveyed.
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12 hours
a week within five years, about $100,000 a year in additional billable time for a U.S. lawyer, by the report's estimate.
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1 to 5 hours
a week saved with generative AI, reported by nearly half of the 299 legal professionals surveyed.
These are third-party studies of knowledge work and of AI use in legal work generally, not measurements of OnwardAI. Results vary by organization, industry and how the tools are used.
Work out your own numbers
88
hours saved a month
132
working days a year
$105,552
a year in time freed up
An estimate from the numbers you enter, not a promise. Industry starting numbers are illustrative examples, not survey results. A month is 4.33 weeks; working days are 8 hours.
Implementation
A planned rollout, run with your IT team or IT provider, so your people can ask on day one and every answer respects who may see what.
Plan the rollout
We meet your lead and IT, agree which sources, teams and people come first, and set a go-live date.
Connect Microsoft 365
Your administrator approves the sign-in app once. We map your Microsoft 365 groups to folder access, so client, matter and project confidentiality carries over.
Connect your documents
OneDrive, SharePoint, Google Drive and Dropbox; your Windows file servers, with their folder permissions; Clio or ProLaw for law firms; IT Glue and ConnectWise PSA for IT providers. We watch the first full read and sort out anything that doesn't come through.
Build the catalog
Policies, procedures, guides and FAQs go in, organized into collections, with who can see each one.
Pilot and train
A small group asks real questions in Copilot, Teams or ChatGPT first. We tune the catalog from what they ask, then train everyone else.
Go live
Everyone gets access, and we check the first weeks of questions with you, including the ones the catalog couldn't answer yet.
What implementation includes
One person who leads it
A named implementation lead who knows your setup, from the first meeting to go-live.
Working sessions with IT
Microsoft 365 approval, connector installs and firewall rules, done together rather than from a manual.
Access rules, tested
We set up who may see which clients, matters or projects and check it person by person before anyone else signs in.
Your content, organized
Help turning existing policies, intake guides, runbooks and FAQs into catalog entries people get good answers from.
Training
Short live sessions for staff, managers and catalog editors, with a recording for people who join later.
A go-live check
Sources read, answers cited, usage and billing as expected, before we hand over.
Support
Every plan has help from people who know the product. Enterprise adds people who know your organization.
Every plan
- Help by message with setup, connections and billing
- Step-by-step setup for each connection in your portal
- Emails before you run out of questions or a payment fails
- Product updates included, nothing to install
Enterprise Complete
- A named contact who knows your setup
- Priority response, with times set out in your agreement
- Help adding clients, matters, projects, sources and people as you change
- Connector updates (ProLaw, file servers, IT Glue, ConnectWise) and server moves handled with your IT
- Regular reviews of unanswered questions and what to add next
How to reach support
Send us a message
Choose "Support" on the contact form and include your organization's name. We reply by email. Contact support
Your named contact
Organizations on Enterprise Complete can go straight to the person who set them up.
Through your IT provider
If you came to us through your IT provider, they can handle first questions and bring us in for the rest.