Your Practice Management Software Was Built for Order. Your Clients Bring You Chaos.

DossierIQ is the forensic intake engine that ingests continuous bulk scans, itemizes multi-year banking ledgers, and segregates digital credentials—transforming paralegal triage into an instant, case-ready dossier.

Raw Client Chaos

200-pg Spools, Bank CSVs, Loose Mail

DossierIQ Forensic Engine

Slicing & Line-Item Extraction

Clean Matter Exports

Direct to Clio, MyCase, Filevine & NetDocuments

Core Competencies

The Forensic Intake Front-Door

Autonomous Scan Slicing

From unsorted multi-document feeder scans to sanitized, date-stamped PDFs with automatic boundary detection and junk elimination.

Line-Item Forensic Ledger Discovery

Beyond dumb OCR keyword matching. We parse banking CSVs and Excel workbooks row-by-row to surface recurring vendors, hidden lifestyle expenses, and asset transfers in seconds.

Digital Estate & Footprint Governance

Enterprise PAM (Privileged Access Management) applied to legal discovery. Identify online subscriptions, utilities, and financial portals while keeping credentials securely segregated.

Practice Area Versatility

Built for the "Day Zero" Problem

Family Law & Divorce

Forensic analysis of joint accounts, uncovering unlisted recurring debits, and high-fidelity lifestyle analysis.

Personal Injury & Med-Mal

Slicing massive continuous hospital billing dumps, sorting pharmacy ledgers, and isolating insurance denials.

Bankruptcy & Restructuring

Rapidly itemize unsecured creditors, track utility arrears, and audit historical payment flows prior to filing.

Probate & Trust Admin

Triage accumulated decades of desk mail, uncover missing utility/fuel vendors, and audit 5-year lookback transfers.