Send us the production. We handle the rest. Here's what's waiting for you in the morning.
AI tags every document automatically
After OCR, every document goes through AI analysis. The AI assigns tags — rollover, sep-ira, account-review, form-5f, margin-call, customer-complaint — based on what it actually reads. Not file names. Not metadata. The content.
When you're ready to build your case, you filter by tag and pull every document on that topic instantly. 7,000 documents down to 14 relevant ones in one click. Tags are also fully searchable — find every document related to "suitability" or "unauthorized trading" across the entire production in seconds.
Timeline reconstructed from the documents themselves
Every document is dated and placed on a timeline — not by file creation date, but by the dates AI extracts from the actual content. Account statements, trade confirms, emails, internal memos — all ordered chronologically.
The result is a complete case timeline you can hand to your expert on day one. See exactly when your client's instructions were ignored, when the warnings came in, and when things went sideways. The timeline doesn't lie — and neither does the paper.
Email chains reconstructed and filtered
Opposing counsel dumps thousands of individual email PDFs with no threading. We reconstruct the full chains — every reply, every forward, every CC — and reassemble them into readable threads.
Filter by your client's address and you see every email they sent or received. Filter by the broker's address and you see what they said to their supervisor. The paper trail between the broker, the branch manager, and compliance — untangled, in order, searchable.
Every document gets a priority — and you control it
Every document in the production can be assigned a priority level — from low to critical. You set it. Filter the entire case by priority and your most important documents surface instantly.
Hot Docs is a separate, curated list of your highest-priority documents — the ones you're actually building your case around. Flag a document, and it goes there. Your exhibit list, your deposition kit, your expert package — built as you work, not scrambled together the week before hearing.
Visual analytics across the entire production
Charts give you a bird's-eye view of the entire production: document activity by month, email volume over time, AI coverage, document types, top tags, top people.
Patterns that are invisible in a file list become obvious in a chart. A spike in email volume in September 2021? Documents clustered around a single three-month window? The chart shows you before you've read a single page.
That's not decoration. That's how you figure out where to look first.
Every person in every document — ranked and clickable
AI extracts every named individual, broker, supervisor, compliance officer, and firm from every document in the production. Every single one. They're ranked by how many documents they appear in.
Click any name and you get every document that mentions them — across 7,000 PDFs — instantly. Witness prep that used to take days takes minutes. You walk into the deposition knowing every document your witness signed, sent, or appears in.
AI reads every document and flags what matters
Every document — PDFs, spreadsheets, Word docs, emails — gets an AI summary. Not a keyword match. An actual reading of what the document says and why it might be significant.
AI-flagged documents go into your Hot Docs list. The thing buried on page 4,312 of a PDF you never would have opened — AI reads it, flags it, and puts it in front of you. That's not a search. That's a reader.
Full-text search across every word of every document
Every OCR'd word is indexed. Search an account number, a broker's nickname, a specific dollar amount, a regulatory term — across the entire production, instantly.
Not a file name search. Not a metadata search. Every word of every document, including scanned faxes, photocopies, and handwritten notes that went through OCR. The needle in the haystack — found.