Matter files
Turn matter files, agreements, disclosures, and filings into human-reviewed archives with source-backed answers.
Verified AI for small law firms
Use cases for small law firms
Moat Archive helps small law firms turn scattered matter files into human-reviewed, searchable archives where every answer cites its source page.
See a sample cited answer →1. Common use cases
One trusted archive for your firm’s records
Contracts & retainers
Extract parties, dates, terms, and renewal windows from contracts, retainers, and engagement letters.
Pleadings & discovery
Keep pleadings, motions, and discovery responses traceable with approval history and audit trails.
Client & matter archives
Organize documents by client, matter, practice area, or property.
Estate planning files
Search wills, trusts, powers of attorney, and supporting records with citation-backed answers.
Real estate & closings
Archive closing packets, title documents, leases, and client correspondence so your team 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, matter files, and client correspondence 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
Your team reviews and approves extracted records 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. Across your firm’s practice areas
Built around real legal work
Litigation
Pleadings, motions, discovery, and exhibits.
Real estate
Closings, title work, disclosures, and leases.
Estate planning
Wills, trusts, and powers of attorney.
Business law
Formation records, contracts, and agreements.
Family law
Agreements, filings, and client correspondence.
Firm operations
Engagement letters, billing records, and policies.
5. Private by design
Your firm’s records stay protected
Moat Archive indexes, extracts, verifies, and cites your firm’s records inside private, tenant-isolated storage with role-based access.
- Role-based permissions
- Approval history
- Source-page citations
- Audit trails
Ready to put your matter files to work?
Build a searchable archive where every answer stays connected to its source page.