ChatGPT can't see your client files. DocsFlow can.
Bar rules forbid sending client documents to consumer AI. DocsFlow gives solo attorneys and small firms private AI search across contracts, filings, and matter files — with citations on every answer.
From $39/month · No credit card · Solo attorneys to 30-lawyer firms
The quiet problem with legal AI tools right now
Every lawyer has tried ChatGPT. Most have quietly stopped using it for real client work. Here's why.
Bar rule exposure
Model Rule 1.6 and most state analogues treat feeding unredacted client documents into consumer LLMs as a confidentiality problem. Several state bars have issued formal opinions in 2023–2025 saying so.
No source citations
ChatGPT will invent case citations. Mata v. Avianca was not the last time. You cannot file a brief citing a source you can't verify.
Shared context across matters
One ChatGPT thread sees everything you've ever pasted. No matter-level isolation. Not defensible if a client ever asks what happened to their documents.
How DocsFlow is built for legal work
Not a wrapper around ChatGPT. A purpose-built document intelligence platform where privacy is the default, not an add-on.
Tenant isolation at the database layer
Your firm's documents live in a Postgres row-level-security boundary and a dedicated Pinecone namespace. Not a filter in the app — an isolation enforced by the database itself. Another DocsFlow customer's firm cannot query your data even if our app had a bug.
Every answer cites the exact document and page
Ask “what's our indemnification cap with Acme?” and get back the answer plus a link to Section 8.3 of the MSA, page 4. If the answer isn't in the documents, DocsFlow refuses to guess rather than fabricate.
Per-matter workspaces (Business plan and up)
Separate subdomain per client or matter — acme.docsflow.app, smith-case.docsflow.app. Shared UI, isolated documents, isolated AI context. When a matter closes, archive the workspace in one click.
Your documents never train anyone's model
Contractually guaranteed. Documents are used only for your searches. We use OpenRouter with data-retention disabled across every LLM provider we route through. No ambiguity, no fine print.
Audit trail on every search
Every query and every answer is logged with user, timestamp, and source citations. If you ever need to demonstrate how a document was used, it's one database query away.
Handles the files you actually work with
PDFs (including scanned/image PDFs via OCR), Word, Excel, PowerPoint, and email exports. Up to 100MB per file on higher tiers. Your M&A data room uploads as-is.
What attorneys actually use it for
“What's the liability cap in the Acme MSA, and how does it compare to the Zenith contract?”
Answer with both clauses quoted, both source documents linked, in under 10 seconds. No reading 80 pages.
“List every change-of-control provision in the acquisition data room.”
Ranked list across all 400+ documents, each finding cited to its specific contract and section. Replaces three days of associate work.
“Has this client had any prior disputes with a counterparty named in their new matter?”
Cross-searches old matter files (if uploaded) with citations, flagging conflicts before they become ethical issues.
“What arguments did we make on the statute-of-limitations issue in the Harrison case?”
Exact passages from your prior briefs, with page references ready to adapt to the new filing.
Pricing that fits a law practice
Most firms start on Solo or Team. Upgrade when your matter count grows.
Solo Professional
Solo attorneys, of-counsel, contract reviewers
- You + 2 assistants
- Up to 200 documents
- 2,000 AI queries/month
- Source-cited answers
- Full tenant isolation
Team
Boutique firms (2–10 attorneys)
- Up to 10 seats
- Up to 750 documents
- 7,500 queries/month
- Shared workspace + role-based access
- Email support
Business
Mid-size firms with multiple matters
- Up to 30 seats
- Up to 2,500 documents
- 25,000 queries/month
- 3 workspaces (per-matter isolation)
- API access + custom branding
Compliance posture
- Document confidentiality Today
- Contractual guarantee that your documents are never used for AI training by DocsFlow or any downstream LLM provider. Database-level tenant isolation.
- At-rest and in-transit encryption Today
- AES-256 at rest (Supabase), TLS 1.2+ in transit. Signed URLs for document access, expiring per request.
- SOC 2 Type II Roadmap
- On roadmap for 2026. Available now via the Custom tier (contact sales) for firms who need it before general availability.
- HIPAA BAA Custom tier
- Available on the Custom tier for firms handling medical records as evidence or health-related matters.
- On-premise / air-gapped deployment Custom tier
- For firms with government clients or court orders requiring data residency.
Questions attorneys ask
How is this different from Harvey or Casetext?
Harvey and Casetext/Lexis+ AI are research tools — they search case law and legal databases. DocsFlow searches your documents: contracts, filings, client files, deposition transcripts. They complement each other. Many firms run both. DocsFlow is priced for solo and small-firm use; Harvey starts in the thousands per seat.
What about privilege if opposing counsel subpoenas the system?
DocsFlow stores your documents; it doesn't share them with anyone. You're the custodian. Our logging gives you a full audit trail of who searched what and when — which is typically an asset in discovery, not a liability. For sensitive matters, use the per-matter workspace feature (Business plan and up) so one matter's documents aren't co-resident with another's.
Can I use this for court filings?
Use it the way you'd use a paralegal's research: as a starting point that you verify. Every answer cites the exact source document and page, so verification is fast. Never file an AI-generated answer without checking the citation — but the same is true of a human draft.
What happens to my documents if I cancel?
30-day read-only window to export everything. Then hard delete from all storage (Postgres + Pinecone + blob store). You get a deletion confirmation email. We keep nothing.
Can I try it with real client documents during the free trial?
Yes — the trial uses the same tenant-isolated infrastructure as paid plans. Use it with real documents so you can actually evaluate it. You can delete the workspace after the trial if you don't continue.
Try it with a real matter this week
21 days, no credit card. Upload actual documents. If it doesn't save you time, don't pay.
Start free trial