Legal & closing files
Turn matter files, closing packets, agreements, disclosures, and correspondence into verified archives with source-backed answers.
Verified records, useful answers
Use cases for verified document intelligence
Moat Archive helps legal, nonprofit, compliance, and operations teams turn scattered records into approved, searchable archives where every answer cites its source.
See a sample cited answer →1. Common use cases
One trusted archive for the records that matter
Receipts & expense records
Extract vendors, dates, totals, categories, and supporting documentation from receipts and invoices.
Compliance & audit records
Keep approved records traceable with source documents, approval history, and audit-ready access trails.
Client or project archives
Organize documents by client, matter, project, funder, property, or collection.
Nonprofit grant documentation
Search grant files, receipts, reports, award letters, and supporting records with citation-backed answers.
Operations records
Archive contracts, policies, vendor documents, onboarding paperwork, and internal records so teams can ask questions without digging through folders.
2. Example workflows
From source file to cited answer
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1
Upload
Add scans, PDFs, emails, receipts, and other records to your archive.
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2
AI extracts
Fields, dates, parties, and amounts are identified and structured.
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3
Human review
A person reviews and approves extracted data for accuracy.
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4
Search & ask
Ask questions in plain English. Every answer cites its source.
3. See Moat Archive in action
A clear answer with one direct source
Question
What repair credit did Harper agree to?
Answer
$4,200Source document
Repair Credit Agreement
Primary source“Harper Lin agreed to provide a $4,200 repair credit at closing.”
Source docs: 1
Cited answer
$4,200Source: Repair Credit Agreement
Harper Lin agreed to provide a $4,200 repair credit at closing.
4. Trusted by teams across industries
Built around real records work
Law firms
Matters, closings, research, and compliance.
Title & escrow companies
Closings, commitments, disclosures, and policies.
Nonprofits
Grants, reports, receipts, and donor records.
Schools & foundations
Applications, awards, records, and audits.
Real estate teams
Leases, inspections, vendor docs, and more.
Finance & operations
Vendor records, contracts, payroll, and policies.
5. Private by design
Your archive stays under your control
Your data stays in the cloud storage you control. Moat Archive indexes, extracts, verifies, and cites—so you stay in control.
- Role-based access
- Approval history
- Source traceability
- Controlled permissions
Ready to put your records to work?
Build a searchable archive where every answer stays connected to its source.