Q
Digi Assist
Question Reset
⚖️Built for Law Firms & CA Firms in India📊

Upload documents. Search & ask questions across all your files instantly.

Upload your case files, contracts, audit reports, and ITRs. Get instant, cited answers from your own documents — without exposing them to the internet or any third party.

Your documents. Your server. 100% private.

🔒100% private — data never leaves your environment
📝Every answer cites the source document & page
Documents ready to query in under 2 minutes

SEE IT IN ACTION

Ask your documents anything. Get cited answers in seconds.

See how CA firms, tax consultants, and lawyers use Digi Assist daily — precise answers from their own documents, with source cited.

Q
Digi Assist
UPLOADED DOCS
HDFC_May2025.pdfBank
SBI_Apr2025.pdfBank
ICICI_Q1_2025.pdfBank
ITR_FY2024_Gupta.pdfITR
GST_Summary_Mar24.pdfGST
Form26AS_2024.pdfTDS
RS
Ramesh Sharma
CA · Admin
Bank Statement Analysis
3 documents · All indexed
AI Ready
Today · Bank Statement Chat
What is the total bank interest I earned last month across all my accounts?
You · 2:14 PM
RS
Q
Based on your 3 bank statements for May 2025, here is your total interest earned:
HDFC Savings A/c₹ 1,243
SBI FD Interest₹ 4,875
ICICI Savings A/c₹ 892
Total Interest₹ 7,010
Note: SBI FD interest is quarterly — ₹4,875 represents the monthly accrual portion.
HDFC_May2025.pdf · Pg 2SBI_Apr2025.pdf · Pg 5ICICI_Q1_2025.pdf · Pg 3
Digi Assist · 2:14 PM
Was there any TDS deducted on FD interest?
You · 2:15 PM
RS
Q
Yes. SBI deducted TDS of ₹487 at 10% on the FD interest (Section 194A). As your annual FD interest exceeds the ₹40,000 threshold, TDS applies. You can claim credit for this against your total tax liability when filing ITR.
SBI_Apr2025.pdf · Pg 5
Digi Assist · 2:15 PM
Suggested follow-ups:
Show all credits above ₹50,000What was my closing balance?Any bounced payments?
Today · Tax & GST Chat
What is the total taxable income for FY 2023-24 and which deductions were used?
You · 11:22 AM
RS
Q
Gross total income: ₹18,42,500 (Salary ₹14,20,000 + Interest ₹1,82,500 + STCG ₹2,40,000).
Deductions claimed
80C (LIC + PPF + ELSS)₹1,50,000
80D (Health insurance)₹25,000
Net taxable income₹16,67,500
ITR_FY2024_Gupta.pdf · Pg 3ITR_FY2024_Gupta.pdf · Pg 5
Digi Assist · 11:22 AM
Suggested follow-ups:
Any outstanding GST liability?Show TDS deductedAdvance tax paid?
Ask about interest, transactions, EMI, UPI payments…
🔒 Your documents never leave your private environment

Every answer cites the exact document and page number — verify before you act. Try it free with your own documents →

Does this sound familiar?

You have hundreds — sometimes thousands — of documents spread across folders, hard drives, and email threads. Finding the right clause, figure, or precedent takes hours of manual searching.

3–4 hrs
Average time a lawyer spends searching documents daily
67%
Of CA firm queries are answered by documents already in their possession
₹12 lakh+
Annual cost of productive time lost to manual document search per associate

WHO IT IS FOR

Built for professional service firms that handle sensitive documents

Whether you are a litigation firm with 5 advocates or a CA practice with 20 partners, Digi Assist keeps your knowledge private and your team productive.

⚖️ Law Firms & Advocates

  • Search across 100s of case files for relevant precedents instantly
  • Extract specific clauses from lengthy contracts and agreements
  • Query court orders and judgements for specific conditions or dates
  • Find client communication history across all correspondence
  • Review and compare multiple FIR copies or charge sheets
  • Instantly retrieve any clause from a property deed or sale agreement

📊 CA Firms & Accountants

  • Query client balance sheets and P&L for specific line items
  • Search across multiple years of ITR filings for a client
  • Find discrepancies across audit reports and bank statements
  • Retrieve GST return figures and reconcile across periods
  • Instantly answer client queries from their own financial documents
  • Cross-reference investment agreements and shareholding patterns

Also used by:

Corporate secretarial firmsTax consultantsInsurance companiesReal estate legal teamsCompany secretariesCompliance officersNBFC & fintech legal teamsHR & labour law consultants

HOW IT WORKS

From upload to answer in three steps

01

Upload your documents

Drag and drop PDFs, DOCX files, or text documents into your private workspace. Upload a single file or an entire case folder in one go.

02

AI reads and indexes your content

Our system reads every page, understands the content, and stores it in your private, isolated knowledge base. Ready in under 2 minutes per document.

03

Ask questions in plain English (or Hindi)

Type questions like "What is the arbitration clause in the Sharma agreement?" or "What was Mehta & Co's net profit in FY2023?" and get the exact answer with source cited.

EXAMPLE QUERIES YOUR TEAM COULD ASK
"What is the lock-in period in the Patel family trust deed?"
"List all cases where the hearing date falls in July 2025."
"What depreciation method was used in ABC Ltd's FY24 audit report?"
"Does the Gupta agreement include a penalty clause for delayed payment?"

FEATURES BUILT FOR PROFESSIONAL FIRMS

Everything your firm needs, nothing it does not

🔒

Complete client confidentiality

Your documents stay in your private environment. No document is ever exposed to the internet, shared with other firms, or used to train any AI model.

📑

Cited answers with page numbers

Every answer references the exact document and page number. Your team can verify every claim before presenting it to a client or court.

Answers in seconds, not hours

What used to take a junior associate 3 hours of manual searching now takes 10 seconds. Reduce research time by up to 70%.

👥

Team access with role control

Senior partners, associates, and support staff each get the right level of access. One shared knowledge base for the whole firm.

🗂️

Unlimited document uploads

Upload entire client folders — hundreds of documents. PDFs, Word files, and text documents all supported.

🌐

Works in English & Indian languages

Ask questions in Hindi, Tamil, Telugu, Kannada, Marathi, Bengali, or English. The AI responds in the language you use.

WHAT PROFESSIONALS SAY

Trusted by law firms and CA practices across India

Earlier, finding a specific clause in a 200-page agreement took our junior an entire afternoon. Now it takes 20 seconds. This has completely changed how we handle due diligence.

Adv. Radhika Menon
Senior Partner, M/s Menon & Associates, Bangalore

During audit season we handle 80+ client files simultaneously. Digi Assist lets any team member pull figures from any client's balance sheet instantly — without opening a single folder.

CA Vikram Sharma
Founding Partner, Sharma & Co. Chartered Accountants, Delhi

Client confidentiality is non-negotiable for us. The fact that nothing leaves our environment made Digi Assist the only AI tool we were comfortable adopting firm-wide.

Adv. Priya Nair
Managing Partner, Nair Legal, Chennai

INSIGHTS

From our blog

Legal5 June 2025

How Indian Law Firms Are Cutting Research Time by 70% with AI

Senior advocates at mid-size litigation firms in Mumbai and Delhi are using private AI to search through 500+ case files in seconds.

Read more →
Finance & CA11 June 2025

Why CA Firms Are Moving Client Documents to Private AI Knowledge Bases

Audit season means hundreds of client balance sheets, ITRs, and ledger files. CA firms report 60% faster query resolution.

Read more →
Security16 June 2025

Client Confidentiality in the Age of AI: What Law and CA Firms Must Know

Using public AI tools like ChatGPT with client documents is a serious confidentiality risk. Private, isolated AI is the only safe option.

Read more →

FAQ

Questions from law firms & CA practices

We know professional firms have serious questions about data privacy, accuracy, and compliance before adopting any new technology.

Is our client data safe? We handle highly confidential documents.+

Absolutely. Your documents never leave your private environment. Each firm gets a completely isolated data store — no document is ever shared with another organisation or used to train any AI model.

What types of legal documents can we upload?+

Contracts, agreements, court orders, pleadings, FIR copies, legal opinions, deeds, MoUs, case briefs, client correspondence — PDF, DOCX, or TXT format.

What financial documents can CA firms upload?+

Balance sheets, P&L statements, ITR filings, audit reports, GST returns, bank statements, ledgers, financial projections, and investment agreements in PDF or DOCX.

How accurate are the answers?+

Every answer is grounded exclusively in your uploaded documents. Each answer cites the exact document name and page number so your team can verify the source before acting on it.

Can multiple advocates or partners access the same documents?+

Yes. Your entire team — senior partners, associates, article clerks, or audit assistants — can query the same shared knowledge base with role-based access control.

How long does it take to index a document?+

Most documents are indexed in under 2 minutes. A 200-page legal agreement or audit report is typically ready to query within 3–4 minutes of uploading.

Does it understand Indian legal and financial terminology?+

Yes. The AI covers Indian legal language, company law, GST terminology, SEBI regulations, and standard accounting conventions used in India.

Can we delete documents when a case or engagement closes?+

Yes. You can delete any document at any time. Once deleted, the AI permanently removes all associated data from the knowledge base immediately.

START TODAY — FREE

Your clients trust you with their most sensitive documents.

Now you can query them in seconds — without compromising that trust.

No credit card required. Set up in under 5 minutes.