Records with context
Give every important document a home.
A matter-based document workspace designed to connect original records to duties, decisions, and supporting evidence.
Your documents, connected to the work.
Search, categorize, describe, and link each record to a duty or decision. Keep originals distinct from extracted text and AI summaries, and retain version and upload context.
A home for every record type
PDFsWord documentsImagesSpreadsheetsStatementsTrust documentsWillsCourt ordersAccountingsCorrespondenceInvestment reportsTax recordsSupporting documentation
Original recordPreserved separately from any summary
Decision and duty associationsLinks into the matter’s Evidence File
Dates, versions, and activityA visible record of document handling
The fictional demo remains temporary. A separate owner-only document pilot supports saved matters and original uploads. AI activation and production security validation are pending. Open the private pilot