Search that understands matters

A receipt for outgoings and an advice about an outgoings cap share almost no words, but they belong to the same matter. Search that only looks at wording misses that. We match documents on matter number, client, parties and dates first, and on wording second. Here is what that involves, in plain terms.

Step one. Connect
LEAP Smokeball Actionstep SharePoint and OneDrive Outlook mailboxes Scanned and paper files
Step two. Link every file to a matter
Matter number in the file name or folder Matter number in the email subject or thread Client and party names matched to LEAP Dates and document type worked out from the content Anything uncertain goes to a short list for your admin
Step three. Check permissions, then search
Who is asking, and which matters can they open Only those matters are searched Wording, matter number, client and date all count The model only sees what passed the check
Step four. Answer and record
Answer with a link to each source document "Not in your files" when it is not Lawyer approval before filing or sending Every question logged

Your lawyers do not change how they save files. The linking happens afterwards, automatically, and a paralegal or admin spends a few minutes a week on the exceptions. If a file has not been linked yet, the search says so rather than guessing.

For IT staff: the system runs in Azure Australia East or AWS Sydney inside the client's own subscription, uses the Microsoft Graph and practice management APIs read-only, stores document metadata and search indexes in a standard database, and calls hosted models under enterprise agreements with training and retention disabled. Happy to walk through the architecture on a call.