The AI reads your text and drafts the document list — each suggestion backed by a quote from the source. You adjust, then approve: nothing is sent without you.
Wrong year, unreadable scan, wrong file: the portal catches it the moment it arrives and corrects your client right away — no email back-and-forth.
Once the file set is submitted — complete or partial — you review each document and keep the final say. The AI assists; you decide.
Every upload is examined as it lands: right document, right period, readable. Your client fixes it immediately — not three days later.
A client profile or a call transcript is enough. The AI proposes the documents, with cited evidence and a confidence level — and you approve before anything goes out.
A simple, bilingual portal (English and French), no account to create — one secure email link — and an assistant that explains where to find each document.
Sending documents to your client — not only receiving them — in the same secure portal.
We’re designing document indexing so your files stop being dead attachments: you would ask a question — “which clients have a lease expiring in 2027?” — and the answer would come out of your documents, source cited.
✦ None of this is a dated commitment: what is marked “on request” is switched on firm by firm; the rest is in development.
Your data is stored and the AI processing runs in Google Cloud’s Montréal region.
Your clients’ files are encrypted in transit and at rest.
No automatic decisions: you approve the list before it’s sent and review every document before closing the file.
Documents are permanently deleted 12 months after a request is closed.
Sign in with Google or with a link sent to your email, describe your client’s situation, and send them a secure link. No setup call.
3-month free trial · no credit card