15 years of client files. Finally searchable.
Document intelligence for accounting firms, law firms, and professional services practices.
The Challenge
The document challenge in professional services
Decades of accumulated client files sitting across shared drives, email archives, and filing cabinets. When a partner needs to find a precedent, it takes hours of digging. When a client asks about advice you gave three years ago, someone has to remember where it was filed.
Knowledge walks out the door when staff leave. The junior who knew exactly where the Smith & Co trust deed was stored has moved on, and nobody else can find it. Report assembly from scattered sources means cutting and pasting from a dozen different documents into one.
Cross-referencing contracts and correspondence is manual drudgery — the kind of work that drains billable hours and burns out good people. Your files already contain the answers. Your team just needs a better way to find them.
Sound familiar?
- Search across all client contracts and correspondence instantly
- Find specific clauses across hundreds of agreements
- Generate client engagement summaries
How We Help
What Veriti does for professional services
Search across all client contracts and correspondence instantly
Ask a question about any client, any matter, any document — and get an answer with the exact source, page, and excerpt.
Find specific clauses across hundreds of agreements
Search for non-compete terms, indemnity clauses, or any specific language across your entire document library in seconds.
Generate client engagement summaries
Pull together a complete history of all work done for a client — matters, correspondence, deliverables — without manual compilation.
Compile compliance filings from source documents
Automatically assemble the figures and references needed for regulatory filings, drawn directly from your working papers.
Preserve institutional knowledge regardless of staff turnover
When someone leaves, their knowledge stays. Every document, every piece of advice, every precedent remains searchable for the team.
Try It Yourself
Questions your team could ask tomorrow
No training required. Just type a question in plain English and get an accurate, sourced answer from your own documents.
Which clients have a non-compete clause longer than 12 months?
Found 8 clients with non-compete clauses exceeding 12 months: Henderson Corp (24 months), Baxter Group (18 months), Pinnacle Holdings (15 months)... See full list with clause excerpts.
Automated Reports
Reports we automate
Stop spending hours compiling reports from scattered documents. We automate the assembly — your team reviews and approves.
Client engagement summaries
Complete matter history per client — advisory work, compliance filings, correspondence, and billing — compiled in one formatted report.
Compliance filing compilations
Source figures, supporting documents, and required schedules assembled into lodgement-ready packs.
Contract review packs
Key clauses, expiry dates, and renewal actions extracted and formatted for partner review.
Precedent research reports
Search results compiled into structured research memos with source citations and relevant excerpts.
Staff handover knowledge packs
Client history, active matters, key contacts, and open items compiled for seamless staff transitions.
Frequently asked questions
Client data security is non-negotiable. Your data stays in a secure, Australian-hosted environment with role-based access controls. Each user only sees documents they are authorised to access. We never train AI on your data or share it with anyone.
Yes. We process scanned PDFs, older document formats, and even handwritten notes using optical character recognition. Documents that are particularly difficult to read are flagged for manual review rather than guessed at.
We integrate with most major practice management platforms including MYOB, Xero Practice Manager, Actionstep, and similar tools. During the pilot we map the integration points that work best for your team.
Every answer includes the source document, page number, and exact excerpt so your team can verify. We set accuracy benchmarks during setup and monitor continuously. If the system is not confident in an answer, it says so rather than guessing.
Most firms see a return within the first month. A junior costs $60-80k per year plus training time and still takes hours to find answers. Our system searches your entire document library in seconds and works 24/7. Setup starts from $3,000 with ongoing costs from $500/month.
See how document intelligence works for professional services
Take our 2-minute readiness assessment. We'll show you where the biggest time savings are — no sales pitch, no commitment.