You signed an NDA with every client. ChatGPT didn't.
Private AI search across every engagement, with database-level isolation between clients. Interview transcripts, research notes, deliverables, benchmarks — instantly searchable, every answer cited, no client file ever crosses into another engagement.
From $39/month · No credit card · Solo consultants to 30-person boutiques
Where consultants lose time on every engagement
The same three problems show up on every project — and the usual workarounds either break confidentiality or eat the engagement margin.
NDAs and conflict walls
You sign an NDA with every client. Many engagements require a conflict-of-interest wall between one client's team and another's. Pasting a client's strategy deck into a consumer AI tool is a breach in most of those contracts.
Research and interview sprawl
Thirty interview transcripts. Twelve client-provided documents. Six competitor dossiers. Four internal research memos. A single deliverable question can mean opening twenty files — every time.
Every insight needs a citation
Clients pay for defensible recommendations. “I think I saw that in one of the interviews” does not cut it. Consumer AI answers confidently without a source — and a confident wrong answer in a deliverable is a career problem.
Built for how consulting firms actually work
Private AI search with per-engagement walls, citations on every answer, and contractual no-training guarantees.
Per-engagement workspace isolation
Each client or engagement gets its own subdomain workspace on Business plan and up — isolated at the database level, not just at a filter. A search in one engagement can never reach another's documents. Satisfies conflict-wall clauses most sophisticated clients expect.
Every answer cites the exact source
Ask “what did interviewees say about the new channel strategy?” and get back the synthesis plus the specific transcripts, timestamps, and lines. If the answer isn't in the documents, DocsFlow refuses to guess.
Reads transcripts, decks, memos, PDFs
Upload Word, PDF, text, and slide decks — interview transcripts, internal research notes, competitor dossiers, client-provided materials. Indexed with source tracking so every citation resolves to a specific document and section.
Client read-only sharing
Invite a client user to a specific workspace for joint document review or deliverable handoff — read-only or comment-only, scoped to that workspace. The rest of your firm's engagements remain invisible to them.
Your documents never train anyone's model
Contractually guaranteed. Client documents and your queries are never used for model training — by DocsFlow or by any downstream LLM provider. This is a contract clause, not a toggle.
Engagement-closeout deletion
When the engagement ends, export a document archive and hard-delete the workspace. Deletion propagates across documents, search index, and backups, with a confirmation log you can attach to the closeout memo or hand to the client.
What consultants actually use it for
“What did interviewees say about the new pricing tier, and who raised concerns?”
Answer with the specific transcripts cited — 4 interviewees in favour, 2 flagging concerns — each with the exact quote and line reference. Replaces re-reading 30 transcripts on deadline.
“Every data point we have on their customer acquisition cost by channel.”
Cross-searches client data rooms and internal research memos, surfaces every CAC figure with the source document and page. Ready before the deck review.
“Which competitors were mentioned across the research dossiers, and in what context?”
Ranked list of named competitors across every dossier, each tagged with the quote and source. Turns three days of synthesis into ten minutes.
“Bring me up to speed on the Acme engagement — what's the hypothesis and what evidence supports it?”
Synthesis from existing memos and meeting notes, each claim cited, surfaced as a briefing doc. Replaces the ‘read the whole shared drive’ ramp.
Pricing that fits a consulting practice
Solo consultants start on Solo. Boutiques usually land on Team or Business — Business is where per-engagement workspaces unlock.
Solo Professional
Solo consultants, independent advisors
- You + 2 assistants
- Up to 200 documents
- 2,000 AI queries/month
- Source-cited answers
- Full tenant isolation
Team
Small boutiques (2–10 consultants)
- Up to 10 seats
- Up to 750 documents
- 7,500 queries/month
- Role-based access (partner, consultant, analyst)
- Email support
Business
Firms running multiple engagements in parallel
- Up to 30 seats
- Up to 2,500 documents
- 25,000 queries/month
- 3 workspaces (per-engagement isolation)
- API access + custom branding
Trust and confidentiality posture
- Contractual no-training guarantee Today
- Client documents and your queries are never used to train an AI model — by DocsFlow or any downstream LLM provider in the chain. This is a contract term, not a setting. Aligns with the confidentiality clauses in most MNDA and MSA templates.
- At-rest and in-transit encryption Today
- AES-256 encryption at rest and TLS 1.3 in transit, plus an additional encryption layer unique to your workspace. Signed URLs for document access, expiring per request.
- Per-engagement workspace isolation Business plan and up
- Each engagement gets its own subdomain workspace, isolated at the database level. Useful for conflict-of-interest walls in parallel engagements and for client-mandated data segregation.
- Engagement-closeout deletion Today
- Hard-delete a workspace at engagement end. Deletion propagates across documents, search index, and backups. You get a deletion confirmation log you can attach to your closeout memo.
- Security review support Today
- We actively support boutique firms going through client vendor-security reviews. Email sales for our security overview, DPA, and standard questionnaire responses.
- SSO / SAML (Okta, Azure AD) Add-on / Custom tier
- Available as a $149/mo add-on or included in the Enterprise and Custom tiers. Useful for boutiques with partner-level access controls.
Questions consultants ask
How is this different from Notion, Confluence, or Google Drive search?
Those are knowledge bases and document stores. Their search is keyword-level and they have no concept of per-engagement isolation — a wiki lookup in one client workspace can easily surface another client's document. DocsFlow is an AI search layer with database-level isolation between engagements, and every answer is cited back to the source document.
Can I keep Client A's files completely walled off from Client B's?
Yes — per-engagement workspaces are available on Business plan and up. Each engagement gets its own subdomain (e.g. project-acme.docsflow.app, project-beta.docsflow.app) with isolation enforced at the database level, not just at the application filter. A search inside Client A's workspace cannot reach Client B's documents.
What happens to the documents when an engagement ends?
You have three options: keep the workspace read-only for your records, export a document archive and then hard-delete, or hard-delete immediately. Deletion propagates across documents, search index, and backups, and you receive a deletion confirmation email you can attach to the closeout memo or pass to the client.
Are my documents ever used to train a model?
No. DocsFlow's contract explicitly excludes your documents and queries from model training — by DocsFlow and by every downstream LLM provider we route through. This is a contractual guarantee, not a setting you can accidentally flip.
Can I share a workspace with a client for co-review?
Yes. You can invite a client user to a specific workspace with read-only or comment-only access while keeping the rest of your firm's engagements invisible to them. Useful for joint document reviews or evidence walkthroughs during a deliverable handoff.
Does this handle interview transcripts and internal research notes?
Yes. Upload Word, PDF, and text — including interview transcripts, internal research notes, competitor dossiers, and client-provided materials. All indexed with source tracking so every answer cites the exact document and section.
Further reading for consulting firms
Practical guides for boutique firms evaluating AI document search — build vs buy, evaluation frameworks, and the real cost of chaos.
The hidden cost of document chaos: $100K/year per firm
Your team wastes 8+ hours per week searching for files. Here's the math on what that actually costs — and how to fix it without hiring more people.
Read the guide →Why you should NOT build your own AI document search
Building a custom RAG system costs $50K–200K+ and takes 3–6 months. Here's the brutal cost breakdown — and why buying beats building for 95% of businesses.
Read the guide →How to choose an AI document search platform
Evaluating AI document search tools? Here's a structured framework covering the 7 criteria that separate tools your team will actually use from expensive shelfware.
Read the guide →Run the next engagement on real evidence
21 days, no credit card. Upload one real engagement. If it doesn't save you hours of synthesis time, don't pay.
Start free trialDocsFlow is a document intelligence platform. It is not a consulting firm, law firm, or financial advisor and does not provide strategy, legal, or financial advice. Its output is not a substitute for the independent professional judgment of the consultant on the engagement. Firms remain solely responsible for the confidentiality obligations, conflict-of-interest walls, and deliverable standards imposed by their own client contracts, NDAs, and MSAs.