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Platform/Enterprise Intelligence Search
Enterprise Intelligence Search

One search for everything the firm knows.

Find any document, email or data point across every connected system — by meaning, not just file names — in a single intelligent search experience.

What it is

One search interface for
Documents emails
and Datas.

Knowledge exists across your firm — it's just trapped in separate systems. Enterprise Intelligence Search reaches into your repositories, email and data sources and returns relevant results from one place.

It searches inside content, not just titles and tags, so the right answer surfaces even when you don't know where it lives.

Key capabilities

Search the way you actually think.

Unified search layer

Reach documents, emails and data across every connected system and repository from one place.

Context-based search

Find information inside document content — by meaning — not just file names or tags.

Advanced search controls

Refine by keyword, metadata, document type and structured fields.

Smart filtering panel

Narrow results dynamically with multi-dimensional filters and custom fields.

Centralised results view

See results in a structured format with document details, classifications and key attributes.

Enterprise metadata visibility

Surface ownership, category and classification alongside every result.

Searches across documents, emails, images and text inside zip files.

No migration

Searches your systems where they sit.

Search doesn't require a central index you have to migrate into. Enterprise Intelligence Search connects to your existing repositories, email and data sources and queries them in place — respecting your permissions, so people only ever see what they're allowed to.

Document repositoriesSharePoint & DMSEmail & public foldersNetwork drivesData sources
Use cases

Same search. Shaped to each team.

Legal

Search matter folders by matter code, by client or by context across contracts and correspondence.

Family Office

Search by metadata, KYC, payments, trust deed, minutes, financial statements, portfolio — by client, entity or connected party.

Group Functions

Folder navigation plus search by metadata, ID or free text across departmental records.

Emails & Public Folder

Retrieve public-folder files fast; search client emails, email properties and text inside zip files.

Better together

Stronger alongside the rest of the platform.

Document Workspace

Search becomes the front door to the documents organised in your workspace.

Explore Document Workspace

Document Chat

Found the right documents? Ask questions across them and get cited answers.

Explore Document Chat

AI Research

Turn a search into a full investigation across clients, entities and matters.

Explore AI Research

Stop searching systems. Search knowledge.

Book a 45-minute discovery session. We'll connect Enterprise Intelligence Search to a sample of your environment and show you how fast the right answer surfaces — with zero disruption.