Every document, secure and findable
Document Manager
A secure, branded vault and client portal for every file your firm holds. Request documents, share securely, organise automatically and find anything in seconds with AI search — no more email attachments.
- Branded, secure client portal
- Document requests with auto-chasing
- AI-powered search and auto-filing
What Document Manager does for your firm.
Client portal
A secure space for clients to upload and download files, on any device.
Document requests
Ask for specific files with a checklist and automatic reminders.
Smart folders
Consistent folder structures applied automatically per client and year.
Version control
Full history with the latest version always front and centre.
Granular permissions
Control exactly who can see and do what, internally and externally.
Bank-grade security
Encrypted at rest and in transit, hosted in the UK.
Where the AI actually helps.
AI document classification
Recognises a P60, bank statement or invoice and files it in the right place.
Semantic search
Find documents by what’s inside them, not just the file name.
Key-data extraction
Pulls names, dates and figures so documents become usable data.
Live in four steps.
Invite
Give clients access to their branded portal.
Request
Send document checklists that chase themselves.
Organise
AI files and tags everything automatically.
Retrieve
Find any document in seconds.
Works alongside the rest of the toolkit.
See Document Manager on your own client list.
Book a walkthrough and we will use your real workflow rather than a demo dataset.