Documents live in context: each matter has a Files tab for case-specific documents, each contact has a documents section for ID, engagement letters, and correspondence, and firm-wide documents (templates, policies, shared resources) are accessible globally. Upload via drag-and-drop or link from SharePoint via Microsoft 365 integration.
With Microsoft 365 integration enabled, every matter and contact has a SharePoint tab. Link documents from your firm's SharePoint directly to matters and contacts. Documents remain in SharePoint but are accessible and searchable from within HAQQ. This is especially powerful for firms that already have document management workflows in SharePoint.
Every file uploaded to eFirm is automatically indexed and becomes searchable by Justinian. Send any document to the AI for review and risk analysis, summarization, drafting from templates, or comparison between versions. The AI uses your document library as its knowledge base - the more you upload, the smarter it becomes.
Summary
Every document lives in context - linked to matters and contacts, accessible via SharePoint, and automatically indexed for AI-powered search and analysis.