Document Management
Streamline large-scale document management with ease.
Donna365 helps lawyers organise, review and extract insight from documents, emails, attachments and matter materials, securely, contextually and with source visibility.
Document Review
Document summaries
Summarise long documents, correspondence, affidavits, financial records and disclosure material.
Review tables
Extract structured information across document sets into practical tables.
Comparison
Compare versions, identify changes and highlight inconsistencies.
Chronology support
Turn document sets into event chronologies, issue timelines and evidence maps.
Missing information alerts
Identify documents not yet provided, incomplete disclosure or inconsistent records.
Document Organisation
Matter-based storage
Keep documents connected to the right client, matter, issue and workflow stage.
Email and attachment capture
Save relevant emails and attachments into the matter record.
Document tagging
Tag documents by type, party, issue, date, relevance and risk.
Searchable file intelligence
Search across matter materials without losing context.
Knowledge & Consistency
Knowledge bases
Drive consistency with curated repositories of precedents, templates and playbooks.
Permissions & governance
Control who can access, edit and view documents and knowledge bases.
Cross-platform connection
Leverage documents across Donna365 platform, including Word, Outlook and mobile.
Governance
| Need | Approach |
|---|---|
| Confidentiality | Permissioned access and Microsoft 365 security alignment |
| Verification | Source-linked outputs where available |
| Auditability | Record of AI-assisted review, prompts, sources and outputs |
| Lawyer control | Outputs remain assistive and reviewable |
| Consistency | Firm templates, precedents and playbooks guide outputs |
Use Cases
| Use Case | Application |
|---|---|
| Disclosure review | Identify missing documents, classify documents and produce disclosure summaries |
| Family law property | Extract financial data, asset records, liabilities, contributions and chronology events |
| Litigation preparation | Build evidence maps, issue lists and hearing preparation summaries |
| Contract review | Extract clauses, obligations, termination rights and risk points |
| Client onboarding | Review intake documents and identify missing information |
Document intelligence that understands legal context, not just file names and folders.
Book a discussion and demo.
Bring one real workflow and we will show how Donna365 can support matter work, governed AI, reporting and rollout inside Microsoft 365.
- See the product flow, not a generic slide deck.
- Talk through your firm size, practice area and current bottleneck.
- Discuss design-partner fit, rollout path and next steps.
