Every document on the job, searchable by question.
Documents live on the client job. Templates generate first drafts, e-signatures close them out, and DocAI indexes the lot so you can ask a question and get an answer with citations back to the page.
- Module
- CW-02
- Used by
- Fee earners, knowledge team
- Linked to
- Client work, Wisp
- Package
- Documents core; DocAI add-on
What Documents & DocAI does.
Document management
Job-linked storage with a document workspace for drafting and review.
Document templates
Generate engagement letters, notices and reports from firm templates with client fields filled in.
E-signatures
Send documents for signature from inside the platform.
DocAI search and Q&A
Ask questions over client documents and get answers with citations.
Connected drives
Ingest documents from connected drives so they are indexed alongside uploads.
Knowledge base
A firm knowledge base for precedents, working papers, notes and internal guides.
Ask for it. Review it. Done.
Wisp works here through the same layer as the screens, with your permissions and the firm’s approval rules. How Wisp works.
- “Draft the engagement letter for Acme from our template.”Templates
- “Send it to the client for e-signature.”e-Sign
- “What does the 2024 agreement say about termination?”DocAI · answer with citations
Same data, one step away.
Firms that rely on it most.
Law firms
Litigation, corporate and IP practices: matters, hearings, rates and costs in one place.
See howCA & tax practices
Hundreds of clients, recurring deadlines, fees billed on time.
See howCompany secretaries
Statutory calendars per company, board paperwork, retainer billing.
See howArchitecture & engineering
Stage-wise projects, site teams, consultants and suppliers, fees by stage.
See howDocuments & DocAI: common questions.
Does DocAI cite its sources?
Yes. DocAI answers include citations back to the documents they came from.
Can Firmlytics index documents from existing drives?
Yes. DocAI supports connected-drive ingestion as well as direct uploads.
See your firm run on one system.
A 45-minute walkthrough on your own workflows: one client job, from intake and conflict check to invoice, ledger and GST return.