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Connect
Connect SharePoint, Google Drive, Outlook or your document system once. Access is read-only.
Vault
Every client document secure, sorted and searchable
Connect your drives and inboxes once. Pernee reads every file, matches it to the right client and binder, and makes each page citable, without changing a single document in your systems.
An animation of connecting Microsoft 365, then 12 files appearing in an all-files list, each matched to a client and assigned to that client's binder folders.
Every document
read, matched, and assigned
Connect the places your files already live. Pernee reads each document, matches it to its client, and assigns it where your firm keeps it.
Read
Reads every file, including scans and spreadsheets, and pulls out the forms, figures and dates inside.
Match
Assigns each document to the right client, year, and binder folder, and flags anything it is unsure about.
Cite
Every extracted figure links back to the page it came from, so a reviewer can check it in one click.
Respects your original
folder structure.
Retention
Index rows follow the source file. Delete it there and the pointer goes with it.
Permissions
The row is a pointer, and only the assignment on the source decides who sees it.
Audit log
Every read, every question and every export, with the person and the time.
Every file read and assigned where it belongs
FAQs
In the firm's own systems. Vault records where each file lives and the text Pernee has read from it.
No. The folder tree stays as the firm set it up.
PDFs, spreadsheets, Word documents and scanned images.
No. Client data is not used to train any model.
