Document Assembly Platform

Enter data once.
Fill every form.

Schema-driven document assembly and case management for law firms. One data entry fills 70+ forms — with live PDF preview, validation, and built-in billing.

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app.dossier.legal/cases/2026-bk-04182
[App Screenshot — Case Overview]
70+
Federal Forms
4,000+
Fields Mapped
22
Expression Functions
3
Deployment Modes
✎
Schema-Driven Assembly
One shared vocabulary powers every form. Enter a client's name once and it fills the petition, schedules, means test, and SOFA automatically. No duplicate entry, no inconsistencies.
◫
Full Case Management
Cases, filings, tasks, contacts, billing, calendar, and document checklists — all in one place. Data flows between modules. One login, one platform, one bill.
⚖
Your Data, Your Servers
Choose where client data lives. Cloud for convenience, Vault for hybrid control, or Sovereign for full on-premise deployment. You decide, not us.

How it works

Four capabilities that replace your fragmented workflow with one cohesive platform.

Document Assembly
One data entry fills every form
Every data point is defined once in a shared schema. Bindings route values to the right fields on the right forms. Expressions compute derived values automatically — totals, eligibility, means test calculations.
Schema-driven bindings across 69 federal forms
22 built-in expression functions for computed fields
Live split-pane PDF preview as you type
cases/2026-bk-04182/data
[Split-Pane Data Entry + PDF Preview]
Case Management
Case management built for law
Every case tracks filings, contacts, tasks, billing, calendar events, and a full audit activity feed. Filings are point-in-time snapshots — you always know what was filed and when. No more juggling three tools.
Filings with immutable data snapshots
Built-in billing: fees, payments, and time tracking
Calendar, tasks, document checklists, client portal
cases/2026-bk-04182/overview
[Case Overview — Tabs, Status, Progress]
Data Sources
Import data from any source
Pull tri-bureau credit reports and auto-populate creditor schedules. Import client data from Clio or PACER. Each import writes directly to the schema — every form updates instantly. No re-entry, no copy-paste.
Credit report import fills Schedules D and E/F
Clio and PACER import adapters
Source-tracked entries with full audit trail
cases/2026-bk-04182/import
[Credit Report Import — Auto-fill Preview]
AI Intake
Clients fill their own data — guided by AI
An AI chatbot walks clients through plain-language questions tailored to their case type. Answers map directly to the right fields across all forms. Screening determines eligibility and case type before your team spends time on the case.
AI-guided questionnaire maps answers to schema fields
Built-in screening for eligibility and case type
Data lands as a reviewable entry — you approve before it flows
intake.dossier.legal/start
[AI Intake Chatbot — Client Questionnaire]

Deploy your way

Three modes to match your firm's security requirements. All include the same features — only the data residency changes.

Cloud
Everything hosted. We handle infrastructure, backups, and updates. SOC 2 compliant. Best for firms that want zero IT overhead.
$39
per seat / month
Vault
Your data, our engine. Client data stays on your servers — never stored in our cloud. Processing happens in a stateless session. Best for firms with data residency requirements.
$69
per seat / month
Sovereign
Total data sovereignty. The entire platform runs on your infrastructure. Air-gapped option available. Best for high-security environments and government contracts.
Custom
contact for pricing
Full pricing details

Ready to modernize your filing workflow?

Start your free trial today. No credit card required. Set up your first case in under 10 minutes.

Start free trial Schedule a demo