DocsFlow is an AI-powered document intelligence platform that lets professional-services firms — law firms, accounting firms, real estate brokerages, and consultancies — search contracts, workpapers, disclosures, and client files using natural language. It provides source-attributed answers with page references, supports PDF, DOCX, and image documents, and uses hybrid semantic and keyword search with a query-complexity classifier that routes each question to the right-sized model. DocsFlow is a multi-tenant SaaS starting at $39/month with a 21-day free trial.
Upload contracts, SOPs, and reports. Ask questions in plain English. Every answer includes the exact document, page, and paragraph it came from.
Try asking questions like — tap to see an example answer:
From $39/month · 21-day free trial · No credit card required · Premium AI add-on (Claude / GPT-4o) available
Full rollout in 1-5 days
Every answer links back to the exact page
Your documents never mix with other companies
Tuned to your terminology and tone
Every workspace is fully isolated — your documents are never mixed with another company's. Files are encrypted in transit and at rest with AES-256, and protected with an additional layer of encryption unique to your workspace. Your content is never used to train public AI models. See full security details.
Every answer traces back to a specific page in a specific document. The AI refuses to guess when your documents don't cover it. Smart model routing keeps the common case fast and cheap.
Ask 'What's our return policy?' or 'Show me every NDA signed in 2024.' Get the answer with the exact document and page reference — no folder hunting.
No 'somewhere in your documents.' Every claim is traced to the specific document, page, and paragraph it came from. If the AI can't cite it, it doesn't say it.
A query-complexity classifier picks the right model for each question: fast 7B model for ~70% of queries, 70B model for harder ones, optional Premium AI add-on for the most demanding work.
When the answer isn't in your documents, the AI says so — and tells you what kind of document would answer the question. No fabricated quotes, no 'best guess' that turns into a problem at the next client meeting.
New employees find SOPs, contract templates, and client precedents in seconds instead of pinging senior staff for weeks. Junior productivity from week one.
PDFs, Word documents, and images. No file conversion, no re-formatting, no IT ticket. Drag, drop, ask. (Excel and PowerPoint structured indexing on the roadmap.)
Sign up, upload, ask. Most teams get their first cited answer in under 30 minutes.
Sign up in a minute, confirm your email, and invite your team. Each company gets its own isolated workspace with role-based access.
Drag and drop PDFs, Word, Excel, or PowerPoint files. The AI indexes them in minutes — no configuration, no training setup, no IT ticket.
Your team asks questions and gets answers with source citations in seconds. Full organization rollout typically takes 1-5 days.
Need white-glove onboarding for a larger team? Book a 30-minute call — included with Business and Enterprise plans.
No per-seat gotchas. No “contact us for pricing” until you actually need Enterprise.
21-day free trial on every plan. No credit card required.
Based on the Team plan — the most common fit for 2–10 person firms.
Not a generic chatbot. Industry-specific guides, terminology, and workflows for the teams that buy DocsFlow today.
Pick what your team is using today. Where we're not honestly better, we say so.
Comparison based on publicly documented capabilities as of April 2026. Competitors ship new features — if anything is out of date, email hello@docsflow.app and we'll update it.
ChatGPT and Claude answer one person at a time. DocsFlow gives your whole team a shared, cited knowledge base — with access scoped by role, so Finance never sees HR docs and vice versa.
Each company gets its own tenant. Row-level security means your docs never mix with another company's.
Invite your team, assign roles, and scope visibility by department. Sales sees contracts, HR sees policies.
No hallucinated facts. Every response links to the exact source document and page.
Get answers to common questions about DocsFlow's AI document intelligence platform.
30-minute live demo using your actual files. We will show you the time and cost savings specific to your team.
What to expect:
Practical guides on AI document search — no jargon, just results.