Verified AI document intelligence for small law firms

Verified AI for Small Law Firms

Stop searching through thousands of matter files. Upload your firm’s documents, let AI organize and extract key information, review and approve the results, then ask questions and get answers linked to the exact source pages.

Confidential by design — role-based access and tenant-based security for your firm’s documents.

1

Source documents

real-estate-repair-credit-agreement-harper-lin.pdf
Primary source

Repair Credit Agreement

Document date: May 18, 2026

“Harper Lin agrees to provide Owen Patel a $4,200 repair credit at closing instead of completing repairs before settlement.”

Page 1 of 1

2

Extracted fields & approval

Client / Seller
Harper Lin
Buyer
Owen Patel
Matter
Home sale closing
Repair credit
$4,200
Agreement date
May 18, 2026
Source docs
1
Status
Approved
Approved by Maya Chen May 18, 2026 at 10:42 AM
3

Cited answer

Question

What repair credit did Harper agree to?

Answer

$4,200

Source

Repair Credit Agreement

“Harper Lin agreed to provide a $4,200 repair credit at closing.”

Audit trail

  1. 1

    Uploaded by Intake BotMay 18, 2026 at 8:21 AM

  2. 2

    Reviewed by Daniel OrtizMay 18, 2026 at 9:58 AM

  3. 3

    Approved by Maya ChenMay 18, 2026 at 10:42 AM

Role-based access

Confidential firm documents are visible only to authorized users.

Human review first

Your team reviews and approves records before they become searchable.

Source-page citations

Every answer links to the original source page.

Full audit history

Complete history of uploads, approvals, and access.

Ask in plain English

Stop searching. Start asking.

Instead of opening folders, searching PDFs, and scrolling through matter files, ask Moat Archive a question in plain English. Moat Archive searches approved records your team is authorized to view and returns answers with citations you can verify immediately.

“Show every document mentioning an easement.”

Search approved records across your matters and open the exact source page behind every result.

“Summarize this client matter.”

Ask in plain English and get answers drawn only from records your team has reviewed and approved.

“Find all signed retainer agreements.”

Locate records by what’s in them, with citations back to the original document and page.

“Show contracts expiring this year.”

Extracted dates and key fields stay verifiable — scoped by matter, client, or practice area.

Made for legal work

Built for the documents law firms manage every day.

Client matter files
Contracts
Pleadings
Discovery
Court filings
Estate planning documents
Real estate files
Closing documents
Client correspondence

How it works

AI you can verify.

  1. 1

    Add your files

    Upload your firm’s documents — scans, PDFs, and matter files.

  2. 2

    AI extracts

    Moat Archive processes uploaded documents and extracts key information with page-level evidence.

  3. 3

    Your team reviews

    Reviewers confirm, edit, approve, or reject extracted records before they enter the searchable archive.

  4. 4

    Ask with confidence

    Search or chat across approved records and open citations directly to the original document and source page.

AI drafts. Humans approve. Every answer is traceable.

Confidential by design

Built for confidential legal records.

Moat Archive combines verified AI workflows with access controls designed for firms handling sensitive client information.

  • Role-based permissions
  • Policy-based document access
  • Audit trails
  • Retention controls
  • Source provenance
  • Tenant-based security
  • MFA for privileged access

For small law firms

Spend less time searching and more time practicing law.

See how Moat Archive can turn your firm’s approved documents into a searchable, source-cited AI archive.

We’ll only email you about Moat Archive.