Schema-driven document assembly and case management for law firms. One data entry fills 69 federal forms across the bankruptcy package. Live PDF preview, expression-driven validation, and built-in fee & time tracking.
Law practice is chaos managed by binders, spreadsheets, and the lawyer's memory. Every other tool either ignores the domain (generic CRM) or hard-codes a single slice of it (one-vertical form filler). Dossier puts a single primitive — the Schema — at the center. Forms, CRM, intake, assistant, and compliance are all projections of it.
Validation rules, field dependencies, which parties exist, which dates matter, what “complete” means for this matter type. The schema is the lawyer's mental model, captured once and enforced everywhere. Every other tool stores rows in a database; we store the practice area itself.
Forms are serialized and bound to the schema. A new form is a config drop, not a feature build. The 70th form costs the same engineering effort as the 10th — and competitors' costs grow superlinearly because every form is hand-wired to a UI.
Intake, credit reports, the assistant, manual entry, prior filings — all funnel into the schema. Forms, reports, filings, exports, the client portal — all read from it. No re-keying. No sync logic. No drift between systems.
A bankruptcy case surfaces debts, property, means test. An immigration case surfaces beneficiaries,
petitions, priority dates. Same product, completely different surface — driven by data,
not by 10,000 lines of if-statements in the UI.
Backed by the schema, the assistant knows what's missing, what's next, and what's wrong. Not a chatbot bolted on — a participant in the same data model the lawyer works in. A solo attorney can run like a 5-person firm.
Every new vertical we add ships with forms, intake, CRM surface, and assistant capability — for free, because they're all schema projections. Competitors rebuild from zero per practice area. We expand by writing JSON.
Four capabilities that replace your fragmented workflow with one cohesive platform.
Three modes to match your firm's security requirements. All include the same features — only the data residency changes.
Start your free trial today. No credit card required. Set up your first case in under 10 minutes.