Product / Document Intelligence

Your inbox knows where documents belong

Emails arrive, documents get filed, evidence is indexed. The system handles the filing so your team handles the work.

How it works

Three steps from inbox to indexed evidence. Most of it happens automatically.

A client sends a document by email. The system captures the email, attachment, and context automatically.

AI reads the content, identifies document type, matches it to the right client and engagement, and suggests where it belongs.

Approve in one click. The document is filed, indexed, and searchable immediately.

Every document is fully indexed the moment it enters the system. Search works the way you think.

Full-text search
Search every document, email, and attachment. Find exact paragraphs, not just file names.
Filter by type
Filter by document type, engagement, client, date range, or team member.
See context
Results include context so you can confirm relevance before opening.

Search: "lease agreement renewal"

Client Contract - Renewal 2026.pdf

Engagement: Savanna FY2026 Audit

Board Minute - Lease Approval.docx

Tagged: Governance / Contracts

Email Thread - Lease Terms.msg

Matched section: Legal Correspondence

OCR extraction preview

98% confidence

Source

Scanned Invoice IMG_2941.jpg

Invoice no.

INV-2026-041

Date

02 Apr 2026

Supplier

Savanna Diagnostics

Amount

ZMW 248,450

Physical documents, scanned PDFs, and phone photos are all processed with OCR. Nothing stays trapped in an image.

Automatic OCR
Scanned PDFs are processed automatically so text becomes searchable.
Data extraction
Key data points — dates, amounts, reference numbers — are pulled from documents and become structured data.
Works with photos
Staff can photograph physical documents with their phones. The system processes them like any digital file.

Let the system handle filing, indexing, and retrieval so your team can focus on client work.