Engagement Management for Law & Tax Firms
Replace scattered emails, spreadsheets, and manual follow-ups with one secure workspace. Manage documents, checklists, client communication, and AI insights — all in one place.
Everything You Need in One Platform
Dossiera brings together the tools your firm relies on every day — organized around each engagement.
Engagement Management
Full lifecycle support from draft to archive. Track status, team assignments, deadlines, and outstanding items on a single dashboard.
Document Lifecycle
Upload, review, accept, and version documents with full audit trail. Semi-automatic classification and status tracking built in.
AI-Powered Insights
Ask questions about your documents and get cited, grounded answers. AI is scoped to your data — never hallucinated, always audited.
Dual Portals
A data-dense workspace for your firm. A simplified, guided portal for your clients. Both connected in real time.
Search & Knowledge Reuse
Find similar cases, reuse document templates, and discover precedents across your firm's engagement history.
Checklists & Data Requests
Send structured data requests with deadlines, track responses, and automate follow-ups. Know what's missing at a glance.
Audit Trail & Compliance
Every action is logged — logins, document access, status changes, AI queries. Immutable records for regulatory confidence.
Multilingual Support
Interface in English, German, and Polish. Documents handled in their original language. AI responds in your language.
Built for Real-World Scenarios
See how firms use Dossiera to streamline their most complex workflows.
Tax Audit & Compliance
Send data requests, collect trial balances and invoices, auto-classify documents, and track completeness — all from one engagement workspace.
M&A Due Diligence
Manage multi-month, multi-workstream engagements. Use AI to summarize contracts, flag risks, and find patterns across prior deals.
Legal & Regulatory Filings
Create jurisdiction-specific checklists, track client submissions in real time, and maintain a complete audit trail for regulators.
Knowledge Reuse
Search your firm's history to find similar engagements, reference documents, and proven templates — dramatically reducing setup time.
Measurable Impact for Your Firm and Clients
For Your Firm
- Reduce administrative overhead with centralized document collection and auto-follow-ups
- Set up new engagements faster with reusable templates and precedent discovery
- Leverage institutional knowledge — find similar cases and reference documents instantly
- Use AI with confidence — grounded, cited answers reduce hallucination risk and liability
- Meet regulatory requirements with immutable audit trails and version control
For Your Clients
- One clear portal — see exactly what's needed and by when, no more email chaos
- Real-time status — know which documents are accepted, rejected, or under review
- Upload documents once and track progress without back-and-forth emails
- Enterprise-grade security — encrypted storage, scoped access, zero key exposure
- Self-service access reduces wait times and frustration
Ready to Transform Your Engagement Workflow?
Join firms that have replaced scattered tools with one secure, intelligent workspace.