Question one document or hundreds in plain language, and get answers traceable to the source — without your content ever leaving your network.
Document Chat turns your documents into an interactive intelligence layer. Professionals ask questions, extract insights and collaborate with AI across client, matter and engagement documents — every answer grounded in the source, governed by your permissions, and captured as reusable knowledge.
You don't need to know where a document is stored. Whether it lives in Laserfiche, OneDrive, SharePoint or a network folder, you find it through one interface and chat with it directly — Document Chat reaches across all of them.
Ask across one document or many at once, and retrieve answers from all of them simultaneously.
Ask in plain, conversational language — no query syntax, no technical input.
Interprets document meaning to return accurate, relevant answers, not keyword matches.
Generate summaries, key points or targeted information the moment you need them.
Works directly inside the document interface — no switching tools.
Reads across PDFs, Word files and other common document types.
A two-minute walkthrough: find a document, ask a question, get a cited answer — and share it with the firm.
Document Chat is built privacy-first. Only the matching text needed to answer a question is sent to the model — never your full files, and never for training.
Your documents stay where they live — nothing is copied out.
Just the relevant passage reaches the model, never the full file.
Your data is never used to train the underlying AI.
Every response respects access controls, per user and per query.
Contract and policy review — “What are the indemnification clauses in this agreement?”
Mandate and fee review — “What is the fee structure?” · “What are the key restrictions in this investment mandate?”
Extract payment details from an invoice, summarise a trust deed, or check whether all entities are properly consolidated across jurisdictions.
“Are all entities compliant with CRS and FATCA?” · “Are records retained in line with legal retention requirements?”
See every document in one interface — wherever it's stored — then start a chat without leaving the results.
Explore Enterprise Search →Chat with documents directly from the workspace where they're organised.
Explore Document Workspace →Every answer becomes reusable, searchable organisational knowledge.
Explore Knowledge Management →Book a 45-minute discovery session. We'll connect Document Chat to a sample of your documents and show you cited answers in minutes — with zero disruption and nothing leaving your network.