Industries
One catalog of your own documents, answering in Copilot, Teams, ChatGPT and AI apps, cited to the page. It works the same way in every business that keeps its knowledge in client, case, claim or project files.
Industries
- Law firms Answers from pleadings, orders and correspondence, cited to the page. Compare cases, keep ethical walls, and draft from your own filings.
- Accounting and tax Client files, prior years and research memos in one place. See how you handled the same issue for other clients, and draft letters and memos from your own.
- Insurance and claims Policy wording and claim files that answer adjusters' questions. Compare similar claims, and draft coverage letters from your past ones.
- Construction and engineering Specs, RFIs, submittals and change orders that answer from the field. Compare past projects, and draft responses and proposals from your own.
- IT and managed services Runbooks, client environments and past incidents that answer your techs in Teams. Compare clients, and draft SOWs and reports from your own.
- Real estate and property Leases, closing files and property records that answer in one place. Compare properties, and draft leases, notices and letters from your own.
- Healthcare practices Policies, procedures and payer rules that answer your front office and billing staff, with drafts of appeal letters from your past ones.
The same in every industry
Answers with sources
Every answer names the document and page it came from, so people can check it.
Folders compared side by side
Ask one question of several clients, cases, claims or projects, each answering from its own files.
Confidential stays confidential
Decide who may see each folder by Microsoft 365 group or by person.
Paralegal drafting for law firms
Law firms get first drafts of pleadings, motions and letters modelled on their own filings, on the Law Firm plan.
Files stay where they are
OneDrive, SharePoint, Google Drive, Dropbox or your own server. Only their text is read.
Where people already work
Copilot, Teams, ChatGPT, Slack, Claude and your own website.