Find closing files, matter records, and scanned documents across the storage your firm already uses. See the source and the matching page, without moving your archive.
From $149/month billed annually, or $179 month-to-month. Unlimited users. Your files stay where they are.
Explore Alder & Finch Law with a guided tour. No signup, card, or storage connection needed.
Source Doc gives your team a secure, source-first way to search existing records — from current matter files to years-old scanned archives.
Keep your documents where they are. Source Doc connects read-only to the folders you approve and builds its own searchable index.
See the exact file, page number, and matching passage for every hit — then open the source. No summaries you have to take on faith.
Source Doc never edits, moves, or deletes source files. Originals stay under your control, in your Microsoft 365 or file server.
Turn old paper and image-only PDFs into searchable records. Text-native files are indexed directly, so backfills stay fast.
Search by client, address, closing date, party, counsel, or keyword. Results are enriched with parties, key dates, and matter context.
Connect, index, and start searching quickly — most firms are live without a dedicated IT department. Guided setup is included.
Move from a question to the source without losing your train of thought.
Five queries against the 5,984-document, 105,710-passage archive on September 7, 2026. The initial pass took 293–1,463 ms server time; repeating the same queries took 256–304 ms (266–339 ms API round trip). Six of ten calls were under half a second. Query, cache state, archive size, and load affect time. This is a demo observation, not a 50,000-document benchmark or a guarantee.
Five steps from “where is that closing?” to the exact page — with nothing moved and nothing changed.
Connect Microsoft 365 (OneDrive, SharePoint) with read-only access. Our team assists with SFTP setup.
Digital files and scanned archives are processed into searchable records on a dedicated retrieval appliance.
Parties, addresses, matter clues, key dates, counsel, and document type are identified for every file.
Search by client, address, matter, closing date, or keyword — plain language works.
View the exact file, snippet, and page, with the matched passage highlighted, plus related documents.
The primary interaction is search and retrieval, not chat. Analysis is optional and always downstream of a cited source.
Each hit shows a document overview, source file, page reference, and available matter details. Open the result to inspect the matching passage.
See the document title, parties, counsel, and key dates immediately. AI prepares a fuller summary in the background, with a progress indicator and links to supporting passages. Read the matching text across the full document section while it works. In your workspace, one click opens the original in OneDrive or your connected provider, with its existing access permissions.
In the public demo, Open sample PDF shows a labeled preview reconstructed from the indexed text. Explore the workflow without signing in to Microsoft. Protected originals stay protected.
Your logo, your people, and a clear view of your archive: document counts, indexing health, and connector status. Give the whole team a workspace with access tailored to each person's responsibilities.
One read-only connector per source. Each crawl downloads a file, indexes it, and discards the copy — the original never moves.
OneDrive and SharePoint document libraries via Microsoft Graph, with incremental delta sync every hour.
Our team helps configure approved folders and read-only access for legacy archives and scanning drop folders. Contact us to arrange setup.
A folder of 50,000 documents is an archive to index, control access to, and keep current. Source Doc prepares that archive for search, then retrieves relevant records for your question. Use the browser on its own, or connect a compatible Claude, ChatGPT, or other AI client through MCP.
Your AI can work with selected source material instead of being asked to read the whole archive again. Check its answer against the file and page references.
That is the AI's input bill for 100 million tokens — assuming 2,000 tokens of text per document, at Claude Sonnet 5's standard $2 per million input tokens.
About 50 minutes of API capacity: processing 100 million new tokens at a 2-million-token-per-minute allowance uses roughly 50 minutes of that allowance, before extra work and retries.
Find first, analyze second: 10 relevant passages of 500 tokens each total 5,000 tokens — about one cent of input at the same rate. Source Doc browser search needs no separate AI subscription.
This is a full-archive workload example, not an average time to find a document or a speed promise. Finding an early match can be faster. Indexed AI tools avoid full reads; caching and batching can lower cost. Output, instructions, metadata, OCR, indexing, and extra fetches add work. Actual model speed, account limits, and document lengths vary. Prices and published rate limits checked September 7, 2026.
An unindexed folder asks an AI to work out where to look, open files, and keep track of what it has read. Source Doc has already prepared a searchable index: describe what you need and inspect the ranked files and matching pages. A citation gives you something concrete to verify.
Source Doc indexes approved sources, applies OCR and matter metadata, and syncs changes. Hybrid search and relevance ranking find candidates; file, page, and passage references let you inspect the evidence. No separate AI subscription is needed for browser search.
Member scopes are enforced on the server for search and document access. MCP tokens inherit their owner's scope and can be revoked. Login and retrieval events feed your firm's audit trail, supporting oversight as the team grows.
Your archive, ready for answers. Source Doc brings lightning-fast retrieval, connected storage, OCR, matter context, scoped access, and an activity trail into one managed workflow. Your team gets to the evidence quickly; your chosen AI can work from the relevant records. No custom search pipeline for your firm to build and maintain.
Background: long-context limitations · retrieval and relevance ranking · Claude API pricing · API rate limits.
Create a personal access token in Source Doc, add the MCP connection to a compatible client, and review that client's data terms. Search and fetch are read-only; verify generated answers against the records.
// Claude Code: .mcp.json { "mcpServers": { "source-doc": { "type": "http", "url": "https://app.getsourcedoc.com/api/mcp", "headers": { "Authorization": "Bearer sdoc_…" } } } } // "Which Johnson closing documents mention a title exception?" // → search → 5 hits → fetch → answer cites file + page
Compare workflow, access controls, and total team cost. Source Doc brings source-linked retrieval to the archive you already have, with unlimited users and pricing by capacity.
LexWorkplace is a hosted document and email management platform. Its onboarding includes migrating documents into LexWorkplace. Source Doc connects to approved existing folders: keep your originals and storage workflow where they are.
Clio Work combines matter analysis, legal research, and drafting, with quoted per-user pricing. Source Doc gives your entire team a focused way to find existing firm records quickly, review source-linked summaries, and open the evidence, with published pricing by archive capacity.
Keep your practice-management workflow and add Source Doc retrieval. Clio Manage includes unlimited storage; it is a separate product from Clio Work. Clio Work scope and pricing · Clio Manage plans
NetDocuments and iManage combine AI search with broad document management. Source Doc concentrates on the job your team repeats every day: find the right record, inspect the passage, open the original. Keep Microsoft 365 or SFTP and add managed retrieval without a DMS migration project.
Copilot adds AI across Microsoft 365 with per-user pricing. Source Doc gives the whole firm unlimited-user archive search across supported storage sources, with OCR, matter context, scoped access, and source links. It also connects to compatible AI clients when your team wants analysis.
| Your decision | Source Doc | LexWorkplace Core |
|---|---|---|
| Where originals live | In the storage you already use. Read-only indexing. | Documents migrate into its hosted DMS. |
| Storage charges | No Source Doc fee for storing originals. Pay for indexed-document capacity; your existing storage costs continue. | 1,000 GB included; each additional 100 GB is $40/month. |
| Add team members | Unlimited users on every plan. | 3 users included; each additional user is $50/month. |
| Primary workflow | Lightning-fast search, matching passages, matter details, and one-click source access. | Document and email management, sharing, and Document AI in one platform. |
| Start with your current archive | Choose approved folders and index them. Standard onboarding included. | Plan document migration and choose an onboarding package. |
USD pricing checked September 7, 2026. Core and Source Doc provide different feature bundles. LexWorkplace pricing · Migration workflow. Copilot may have a lower subscription cost for a small team; Source Doc's advantage is its focused archive workflow and unlimited users.
$3,588 paid yearly, with up to 50,000 documents and unlimited users.
$196/month less than LexWorkplace Core's $495 five-user example ($395 + two $50 users). Source Doc month-to-month is $359, or $136 less. At 1,500 GB, LexWorkplace Core adds $200/month in storage, bringing this five-user example to $695/month. Source Doc does not add a fee for storing originals; choose capacity by indexed document count.
Different feature bundles, capacity measures, and contract terms. Existing storage and custom services may add cost. Prices checked September 7, 2026; conditional offers may differ. Source: LexWorkplace pricing.
Use Source Doc when the immediate job is finding the right document across your existing archive, giving staff appropriate access, and verifying the source. Practice is $359 month-to-month for the whole firm, or $3,588 paid yearly. Compare that total with a Clio Work quote for every user who needs access, including any bundled services.
Clio Work goes further into legal research and drafting; Source Doc can sit alongside practice-management software and connect retrieved evidence to your chosen AI through MCP. Clio’s enterprise Vincent offering also connects to existing document systems, so compare the specific plan, source coverage, and setup effort. Clio’s enterprise integrations →
The best value is the tool that helps your team complete its work. In a pilot, compare time to the correct file and page, successful searches, and setup effort using your own approved records. Plan a private pilot →
Lean teams that need fast, reliable answers.
High-volume closings with critical deadlines.
Document-intensive matters and long-lived files.
Disorganized today, without a formal DMS — ready for better.
Each private customer archive has a separate index and key. Workspace permissions, matter-level scopes, and audit records work together to protect access.
The whole team can search, with no per-seat fees. Choose the capacity that fits your archive. Standard onboarding is included.
Choose your approximate archive size to find a starting point.
Secure checkout with Stripe: sign up, verify your email, and choose monthly or annual billing. Your private workspace opens after payment, with guided storage setup. Need help choosing? Talk to our team.
For solo and young firms getting their archive searchable.
The sweet spot for a 5–10 person firm with years of history.
For mature, records-heavy practices and multi-office archives.
Multi-entity, dedicated appliance, on-prem / VPN, custom terms.
All prices are USD. Annual plans charge the whole year upfront and renew yearly; monthly plans charge automatically each month. Upgrade, downgrade, or switch billing interval in the secure customer portal. Stripe shows prorated charges or credits before you confirm. Standard onboarding is included on Starter, Practice, and Vault. Search keeps working beyond your cap: after a 10% grace window, additional capacity is $50/month per 10,000 documents, agreed before billing. Scanning, bulk archive cleanup, and custom services are quoted separately.
Secure email sign-in through Stripe. Change plans, payment details, or billing interval at any time.
Yes. Try it now opens Alder & Finch Law with a guided tour you can skip or restart. Search the demonstration archive and open labeled sample PDF previews without a card or Microsoft sign-in. The demo cannot change files or access protected originals.
Source Doc walks you through setup: verify your email, choose a plan, then connect Microsoft 365 and select the folders or libraries to index. Your provider handles authentication; Source Doc never needs your storage password. Some organizations require their Microsoft administrator to approve access. SFTP connections use assisted onboarding with our team.
No. Source Doc uses read-only access. It never moves, edits, or deletes source files. It creates a secure search index so your team can retrieve documents faster while leaving the originals where they are.
Yes. Source Doc indexes documents first, then syncs changes incrementally. It is designed for large approved archives, including 20,000+ documents, scanned PDFs, and years of matter files. Initial backfills of very large scanned archives are staged so day-to-day search stays fast.
No. Keep your files where they are. Source Doc is built to work as a retrieval layer over approved folders in OneDrive, Microsoft 365, SharePoint, or an SFTP share, so firms can search existing records without a major migration.
Source Doc prepares your approved archive for repeatable retrieval: OCR, searchable metadata, incremental updates, source references, and matter-level permissions. A basic chat over uploaded files depends on what was supplied and what fits in context. Some AI products already use retrieval, too. Compare how they index your storage, enforce permissions, record activity, and let you verify the original. Use Source Doc in the browser, or connect a compatible AI client through MCP for analysis of selected records.
Each private customer archive lives in its own isolated bucket behind its own key on a dedicated retrieval appliance — never pooled with other customers and never used to train models. Inside your firm, owners control who can see which matters, and the same rules apply to any AI token. Demo workspaces share only our approved demonstration archive. The security overview has the details.
We connect one approved folder set, index it, and give your team access — typically within a few days. You search real matters against real files and decide with evidence. Pilots run on an evaluation workspace at no charge; standard onboarding is included when you choose Starter, Practice, or Vault.
Tell us about your archive — where it lives, roughly how many documents, and how much is scanned paper. We'll show Source Doc finding real matters in real files.
sales@getsourcedoc.com · Our team will contact you to arrange your pilot.