How Doxy keeps your client archive in order
From the moment a document arrives to the answer you need, everything runs by itself. All you do is forward it.
Arrival
Forward it or drag it in. The rest is Doxy's job.
- Your firm gets its own Doxy email address: forward emails with attachments to it, by hand or automatically, from Gmail, Google Workspace or Microsoft 365.
- Drag in files or whole folders: PDF, images (JPG, PNG, TIFF), Word, Excel, email (EML, MSG) and e-invoice XML. Earlier years' documents come in as ZIP files through the archive import.
- The same file never comes in twice: Doxy recognises duplicates.
- Only the attachments of a forwarded email come in: its subject and body are never stored.
Recognition and filing
It recognises the client from the document itself.
- Doxy reads the document type (decision, court order, contract, bank notice, invoice and anything else), the parties and their identifiers, such as the tax number.
- Which client a document goes to is not decided by AI: written rules you can check compare the identifiers it read with your clients.
- When it is unsure, the document goes to the Unsorted list with a suggestion.
- It recognises new clients too, and offers to create them.
Deadlines
What sits deep in a letter goes into the calendar.
- Appeal, payment, filing, notice and expiry deadlines go into the calendar, filterable by client, document type, kind and the person responsible.
- Mark them done; we send a reminder three days before a deadline and a weekly summary every Monday.
Search
It finds what you do not remember word for word.
- Full-text and meaning-based search across every document, scanned pages included.
- Filter by client, type, date, source and deadline.
Doxy AI
Ask the way you would ask a colleague.
- Ask about one document, one client, or everything you have access to.
- Answers about content come with the exact quote and page, highlighted on click; lists and counts link to the documents.
- Included in every plan, with no per-plan question limit.
Team and permissions
Everyone sees what concerns them.
- One owner and colleagues, with permissions set person by person; access can be limited to some clients.
- Two-step verification for anyone, and the owner can make it mandatory for the whole firm.
- Every view, download and change is logged, and can be traced per document.
Export and leaving
Your documents stay yours.
- Export everything or selected clients at any time: a ZIP with the files and an Excel index with a clickable link on every row.
- When a client leaves: a certified export, then deletion, confirmed by typing the client's name and logged.
Who it is for
Accounting firms
Clients' official letters, contracts and invoices, filed per client, with their deadlines.
Law firms
Court orders, filings and contracts in one place, searchable, with deadlines watched.
Consultancies
Every client file in order, and the whole team can always find it.
Finance teams
Incoming invoices received automatically and reconciled with NAV.
Client-based service firms
Wherever documents arrive per client, Doxy keeps them in order.
See it on your own documents
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