AI File Cabinet is law firm document management with a file per matter: letters, filings and recordings read as they arrive and found again at the page. Each drawer has its own rights and retention, any file can go on legal hold, and the AI Team Assistant answers from the file with the page for every value.
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Legal hold
Select a file to see its owner and the span of its story, folder by folder, then print, share, e-mail in or put it on legal hold.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Keep the Contracts and legal drawer for 10 years after a matter closes.”
Lisa“Files in the Contracts and legal drawer will be kept 10 years after closing, then listed under Retention for a decision. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Law Firms use it
Opposing counsel's letter arrives by e-mail at the matter's own address and lands in its file, read and searchable.
A matter heading to litigation goes on legal hold, so nothing in its file can be trashed or erased.
The story of a matter goes to the insurer by a read-only link, protected by a six-digit code.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI File Cabinet does, for every business ›
Works withAI E-mailAI PhoneAI QuotingAI Web FormsAI Team Assistant
Matter files
Each matter opens from its drawer's template with its fields and folders, such as client, adverse party, court and correspondence.
Each document gets its kind and its date from its own words, and a search across every drawer you may open lands on the page.
Every document stands at the date written in it, so the file reads in order and can be printed or sent by link.
A link expires in 1 to 90 days, view only or with download, under a watermark; the code goes by mail, and ten wrong codes lock it.
Retention
Keep forever, or 7, 10 or 12 years after closing; a file past its time appears under Retention, and nothing is erased without a click.
Every document keeps its versions and shows its SHA-256 fingerprint on its card, and the trash keeps a deleted document for 30 days.
One archive with every document at every version, the folders, a manifest of the files and the audit, whenever the firm asks for it.
Questions & answers
No. It keeps the documents of each matter, read and searchable, with rights, retention, legal hold and an audit of every open. Calendars, time and billing stay in the practice tools your firm already uses.
Nothing in a file on hold can be trashed or erased, whatever the retention. A reason is asked and shown, and lifting the hold is for an administrator.
Yes. Scanned pages are read into searchable matter files, so a search matches their words and opens them at the page, and recordings are transcribed with the time of every line and who spoke.
Upload a file or a folder, scan pages with a phone, dictate a note, or send e-mail to the file's own address; mail from your team or your allow list lands as documents.
Each drawer sets who may open what, from no access to manage, and a private file stays with its owner, the people it is shared with and the administrators. Every open, download and share is in the audit.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Law Firms ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
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