A client-, department- and project-centric workspace to organise, search, analyse and act on every document — connected to the repositories you already use, with no migration.
Your documents already exist — they're just scattered across OneDrive, SharePoint, network drives and your DMS. Document Workspace brings them into one unified experience, organised by client, matter or project, without moving a single file.
Find, preview, manage and interrogate documents in one place, with intelligent search, workflow automation and AI built in.
Documents align automatically by client, department or project — no manual filing.
Locate any document by metadata, file type, creator or template in seconds.
Ask questions, extract insights and analyse content directly with Document AI.
A structured data layer for classification, governance and advanced search.
Filter documents by the clients, entities or stakeholders associated with them.
Preview, copy, translate, email, download, duplicate or delete — without leaving the workspace.
Configure document views around how your team actually works.
Connect to your existing repositories without disrupting current infrastructure.
Plus document auto-filing, auto-classification, e-sign integration, secure sharing and version comparison.
Document Workspace is a layer, not a destination. It connects to your existing repositories and presents them as one workspace — so nothing is copied, moved or locked in. Your storage, your permissions, your network.
Organise contracts, case files and client documents by matter.
Organise fiduciary, accounting, banking, investment, legal and tax files across multiple jurisdictions — with security applied by metadata definition.
Organise departmental documents across HR, IT, Compliance and group operations.
Faster search and retrieval of public-folder files; auto-save client email chains to the right client or entity folder.
Search inside document content across every connected repository.
Explore Enterprise Search →Ask questions across the documents in your workspace and get cited answers.
Explore Document Chat →Auto-extract and classify data from the documents you file here.
Explore IDP →Book a 45-minute discovery session. We'll connect Document Workspace to a sample of your environment and show you the unified experience — with zero disruption.