FOR COMPANIES
Your legal work, in a file you own.
You are the client of record. Documents, history, threads, and grounded AI live in one portable matter file — and you decide which firms work it.
THE PROBLEM
Today, your matter belongs to your law firm’s software.
That’s fine until you want to change firms, get a second opinion, or bring in capital. Then the lock-in shows.
The file isn’t yours
Your matter lives inside your firm’s systems. Switch counsel and you start over — re-sending documents, rebuilding history, losing the thread.
You can’t shop the work
Getting a second opinion or splitting work across firms means duplicating everything. The friction quietly locks you to one firm.
No portable record
When you need to bring a funder, an auditor, or a new GC up to speed, there’s no single governed record to hand them — just inboxes and shared drives.
CLIENT OF RECORD
The matter file is yours — the firm is replaceable.
UpDossier makes the company a first-class principal: you hold the record, you grant access, and the relationships travel with you, not the software.
- The matter file is yours — not the firm’s.Your documents, history, and AI workspace live in a file you own. Change firms, add a second opinion, or bring work in-house without re-papering anything.
- Invite the counsel you want — even one that doesn’t subscribe.Pull a firm into a matter as a guest seat. They collaborate on your file, under your terms; the relationship stays yours, not the software’s.
- Every matter, one governed home.Intake, documents, threads, and citation-grounded answers in a single file — with a signed, hash-chained audit trail you can take anywhere.
- Bring in a litigation funder — on your terms.Grant a funder time-boxed, redaction-defaulted diligence on a matter or a whole portfolio, then standing visibility once funded — privilege and firm work-product protected by construction.
BRING ANY FIRM
Invite the counsel you want — subscriber or not.
Pull a firm into a matter as a guest seat. They collaborate on your file under your terms; a non-subscribing firm gets full collaboration, minus the firm-memory features that aren’t theirs.
OPEN THE DATA ROOM
Bring in a litigation funder — on your terms.
Grant a funder time-boxed, redaction-defaulted diligence on a matter or a whole portfolio, then standing visibility once funded. The funder can observe; it can never act on or steer the case — and your firm’s work-product never leaves.
GET STARTED
Put your matters in a file you control.
A 30-minute walkthrough on your real work — then a scoped pilot with the firms you choose to bring in.